The Hidden Power of Tax Diversification
Today, Matt explains why tax diversification is one of the most powerful tools for retirees and how it can dramatically improve the longevity of your money.
October 16, 2025 No Comments
Category: Lifestyle
How Much Should I Be Saving?
In this episode, Matt shares the framework he uses with clients of all ages to answer this timeless question.
September 11, 2025 No Comments
What Are You Saving For?
Do you know the real purpose behind your savings? Money isn’t the end goal, it’s the tool that helps you build the life you want.
August 21, 2025 No Comments
Episode 188: Paying Off Debt and Relocating
We met with a new client recently and looked at a snapshot of their financial situation. One of the things we noticed was their outstanding debt, including credit cards and car loans. The client wanted to take about $40,000 t0 $50,000 out of their 401k and take a financial hit in order to pay down that debt. Is that a good idea? We’ll share what advice we gave them and how you can handle a similar situation.
April 20, 2023 No Comments
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.
January 17, 2019 No Comments
Episode #86: Attitude Of Gratitude
This time of year, we tend to discuss the attitude of gratitude. In the spirit of the season, we want to take time to be thankful.
December 20, 2018 No Comments
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.
October 4, 2018 No Comments
Episode #72: RVs, Traveling, Remodeling, Credit Card Rewards
Matt explains how to get the most out of your credit card purchases and apply your rewards toward traveling and other big ticket items.
September 13, 2018 No Comments