Category: Podcast

Smart Investment Moves Heading Into 2026

A new year brings no shortage of market opinions and plenty of noise. Matt shares a grounded perspective on how to think about investing as 2026 takes shape, with an emphasis on preparation over prediction. This episode covers several long-term planning decisions that often get overlooked by pre-retirees and retirees. Tired of reacting to headlines? Tune in for a more thoughtful approach in 2026.

January 29, 2026 No Comments

The Smart 2025 Year-End Money Review

As the year wraps up, it’s the perfect chance to step back and make sure your financial plan is aligned, optimized, and ready for the year ahead.

November 20, 2025 No Comments

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

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
The Big Beautiful Bill

The Big Beautiful Bill: What It Really Means for Your Taxes

What’s all the buzz about the “Big Beautiful Bill?” With many current tax provisions set to expire at the end of the year, there’s a lot of noise, but very little that’s finalized. Matt walks through the latest version of the Senate proposal, what it could mean for taxpayers, and why the only smart move right now is to stay informed and stay patient.

June 19, 2025 No Comments

What Should You Actually Do When the Market Drops?

The headlines are loud, the markets are messy, and your gut might be telling you to do something., anything, right now. But what should you actually do when your portfolio takes a hit?

May 15, 2025 No Comments
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