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Podcasts

18
Apr

Episode #97 Estate Planning Essentials: Beneficiary Forms And Legal Documents

Today’s Smart Money Question: When it comes to building a retirement plan, one of the biggest items that people overlook, or even avoid, is designating their beneficiaries. But taking the time to do this is key to ensuring that your assets are handed down in the way you intend, and...
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04
Apr

Episode #96 What’s The Value Of An Advisor?

Today’s Smart Money Question: Matt recently received an email question from a knowledgeable DIY investor who is considering handing over the reins to a financial advisor, but is skeptical about the value an advisor could provide. So this week, we’ll discuss what type of benefits a true holistic financial advisor...
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21
Mar

Episode #95: Julie’s Story – A Client’s Perspective

Today’s Smart Money Question: The featured guest this week is Matt’s current client Julie, who is in the process of planning for retirement and has been working with Matt for several years now. Julie provides some valuable insight into the planning process from a client perspective, and even offers up...
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07
Mar

Episode #94 Mailbag: Savings, Roth or Traditional IRA, College Planning

Today’s Smart Money Question: Today we are answering some Smart Money Questions that listeners sent in.  Jane wants to know about the preferred interest rate for a savings/money market account. Hector asks about the differences between a Roth IRA and a traditional IRA. Finally, Jim wonders about how to properly...
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21
Feb

Episode #93: Harlan Accola – Behind The Curtain of Reverse Mortgages

Today’s Smart Money Question: If you’re like most people, you’ve probably steered clear of reverse mortgages for one reason or another, but there’s quite a bit more to them that isn’t generally discussed. Matt brings in Harlan Accola to demystify the subject. Who should consider one, and who should not?...
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07
Feb

Episode#92: What The Rich DON’T Do With Their Money

Today’s Smart Money Question: This week, let’s look into some basic steps that you can take towards building and protecting wealth, as well as finding peace of mind in your investment plan. (Click the featured times below to jump forward in the episode) Here Are Just A Handful Of Things...
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24
Jan

Episode #91: Mailbag – Social Security, Inherited Stocks, Market Recessions

We love to feature your questions on the podcast. Join us as we answer your email questions on Social Security, market recessions, and inherited stocks.
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17
Jan

Episode #90: Relocating In Retirement

Many couples look to relocate or downsize in retirement. Relocating can be beneficial, but it presents questions you'll need to answer before you move.
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15
Jan

Episode #89 Understanding Risk Tolerance

Today’s Smart Money Question: Risk tolerance is a buzzword you often hear in the financial industry. It’s important to understand what it is and how it applies to you as an investor. (Click the featured times below to jump forward in the episode) Here Are Just A Handful Of Things...
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15
Jan

Episode #88: Market Volatility & Risk

Today’s Smart Money Question: There’s a conversation Matt has with clients all the time. It’s about market volatility. It’s one of the most important things to grasp and understand as you prepare for retirement. On this episode, Matt will recount one of those recent conversations with a couple that came...
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