Episode 122: Be Aware of the Latest Frauds, Staying Positive, and Inheritance Questions
Have you heard of some of the latest frauds? The more you know, the better you can keep safe from being fooled by a fraud.
May 7, 2020 No Comments
Category: Podcast
Episode 121: What You Need to Know About the CARES Act
Are you wondering what the CARES Act is all about and how it might benefit you? What rules should you be aware of? Matt will share the key elements you should be aware of when it comes to the CARES Act in times of coronavirus.
April 16, 2020 No Comments
Episode 120: Staying Financially Sane During This Crisis
Coronavirus has already impacted all of our lives, be it through social distancing or through the stock market. How can you think strategically and stay level-headed financially? It’s time to talk about the ways to stay sane through this health crisis.
April 2, 2020 No Comments
Episode 119: Paying For College In Retirement
It is no secret that college tuition is expensive and many parents want to help out their children pay for a higher education. But is it worth risking your retirement? Today we will look at the factors that parents should consider when paying for their child’s education. Especially for those parents that are near, or in retirement. We also answer a question from a listener who is looking to sell their farm for a little under a million dollars and does not know where to invest the money.
March 19, 2020 No Comments
Episode 118: Coronavirus and Protection Of Assets For Long Term Care
The outbreak and spread of the coronavirus has caused a bit of a panic in the market in recent weeks. We’ll talk about how these events may affect your investments, short-term and long-term. We’ll also take a look into some important strategies for protecting your assets from the state if you were to move into a nursing home.
March 5, 2020 No Comments
Episode 117: Downsizing, Old Policies & Portfolio Options
There are many misconceptions that surround the idea of downsizing your house in retirement. Many people think that they will be able to make a huge profit if they downsize, but that is not always the case. We will guide you through some other considerations to keep in mind before you make the big sale. We also discuss reevaluating an old life insurance policy, how much company stock you should invest in, and deciding whether to move your money into cash, or to keep investing.
February 20, 2020 No Comments
Episode 116: How To Account For Emotions In Your Financial Plan
Most people like to think that they always make decisions based on logic and facts, but the truth is that emotions usually play a role for all of us in the decision-making process. Matt will share examples he has seen where emotions have influenced the thought process of individuals. Understanding the emotions that come from financial planning and putting the right strategies in place leads to making the best decisions.
February 6, 2020 No Comments
Episode 115: Changes To Retirement Planning
Recently, there was a COLA increase of 1.6% for Social Security benefits. Matt will give his thoughts on the long term benefit of having a COLA increase, even though the percentage may not seem impressive at first. We will also discuss why working past age 65 is not so uncommon anymore and the importance of mapping out a plan with how you would like to spend your time in retirement.
January 16, 2020 No Comments
Episode 114: Establishing Residency In A New State, Pension Problems & Consolidating Accounts
Today’s episode will look at how you could possibly establish residency in a different state as part of your tax planning. We will also answer questions regarding what to do when you have a pension with no survivor benefit and how to consolidate your retirement accounts.
January 2, 2020 No Comments
Episode 113: Understanding Property and Casualty Insurance with Ted Wolfer
You’ve likely carried an auto and homeowners policy for many years and don’t think too much about it, but your property and casualty insurance is your protection from major financial disaster. We talk with an insurance specialist to get a better understanding of these policies and what we should be paying attention to.
December 19, 2019 No Comments
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