Episode 136: Investment Decisions Going into 2021
Are you making wise investment decisions? Are you using logic or letting fear rule your decisions for the future? Let’s discuss what you should be thinking about as we head into the new year.
Are you making wise investment decisions? Are you using logic or letting fear rule your decisions for the future? Let’s discuss what you should be thinking about as we head into the new year.
We’re talking about two important topics today: Are reverse mortgages a bad idea? And how can I help my widowed parent with their finances?
U.S. News & World Report has released its list of the top places to retire in the country. Choosing where to retire is not only a personal decision; it’s also a financial one. We’ll explain why.
This week marks an important milestone in Maggie’s journey with cancer. We’ll give you an update about her health. We’ll also discuss Medicare and help you understand it better.
There’s no doubt that election concerns are on the mind of many people right now, especially as it will impact their financial portfolio. We’ll start the show by addressing these election cycles worries by looking back at what history has shown us. From there, Matt will talk about a call he had with someone recently that wanted to get their retirement on track. He’ll take you through the essential steps that need to be taken to get your financial house in order.
We get a lot of questions about the CARES Act and 401k fees. Here’s how they work and what you need to know.
Today’s Smart Money Question: Between the coronavirus, market swings and upcoming election, people have been calling our office with all
Did you know that more than 80% of all first-time homebuyers last year put less than 20% down on their homes? Mortgage expert Lindsey Johnson tells us about private mortgage insurance and what changes the mortgage and real estate industries may see.
You may recognize his voice. Now, get to know more about Walter Storholt, our friend and former co-host who runs Third Wheel Media. How has the pandemic affected his business? What is the future of podcasting and media? And what is his dream job?
Are you feeling stuck in an annuity? Do you have big plans to travel in retirement? Matt answers these questions and two others on today’s podcast.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Smart Money Questions and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. ©2018 All written content on this site is for information purposes only. Opinions expressed herein are solely those of Old Security Group and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee based financial planning and investment advisory services are offered by Old Security Group a Registered Investment Advisor in the State of Pennsylvania. Insurance products and services are offered through Old Security Trust Corp. Old Security Group and Old Security Trust Corp. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the States of Pennsylvania, Delaware and Maryland or where otherwise legally permitted.