Author: mhausman

Episode #78: Maggie’s Story

We’re dropping “Money” from the show today and calling it Smart Questions. Matt shares Maggie’s story about his wife’s life-altering trip to the hospital.

Episode #77: If Only I’d Met You Sooner!

Matt tells us about times clients have said they wish they’d met him sooner. He’ll detail how doing so could’ve spared them a major headache. 

Episode #75: Early Retirement Complications

Retiring early is a tempting goal, but it’s not without complications. Matt offers insight into overcoming the challenges presented by an early retirement.

Episode #74: Letter From The IRS

Learn what to do when you receive an ominous letter from the IRS. If the IRS is asking you for additional money, consider your options. 

Episode #73: More Than Just Investments

Your retirement plan should consist of more than a collection of investments. Discover the different planning elements that make for a sound retirement.