Episode #102-Early Retirement, NOT In A Lower Tax Bracket, & Defining Your Financial Security
Today’s Smart Money Question: We’ve got a few listener questions on the docket for today. First up, we’ll discuss Abe’s
July 3, 2019 No Comments
Category: Mailbag
Episode #98 Roth IRA Contribution Limits And Other Questions
Today’s Smart Money Question: This week, we’ll delve into some listener questions about retirement accounts. Matt will clear up the
May 2, 2019 No Comments
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
March 7, 2019 No Comments
Episode #69: Mailbag – Emergency Funds, Market Crashes, And Retirement Planning
We’ll feature your listener questions from the Mailbag on emergency funds, market crashes, and the retirement planning process.
August 23, 2018 No Comments
Episode #57 – Mailbag: Office Buildings, Whole Life, Financial Empowerment & Two Husbands
Some great mailbag questions this week. Saul in Florida wants to know if he should sell off his office building and invest the assets. Marie in Pennsylvania is curious if three whole life policies is too much. Hank in Texas wants to know if he should put all his money in Roth from now on. And Samantha in Maryland’s mom has a lot of money at her disposal. But she has no confidence to spend any of it. How can she feel more empowered to use the money without losing it or wasting it? Matt has answers to all of this week’s smart money questions.
June 4, 2018 No Comments