Category: Podcast

Episode #83: Advising Is Problem-Solving

Many people think of financial advisors as money managers. In reality, advising is problem-solving. Matt gives examples of some of the puzzles he’s worked.

Episode #82: Soda Taxes And Fire

Soda taxes are causing folks in Seattle to rethink their purchases, and a new movement is helping millennials to retire early. Matt Explains. 

Episode #78: Maggie’s Story

We’re dropping “Money” from the show today and calling it Smart Questions. Matt shares Maggie’s story about his wife’s life-altering trip to the hospital.

Episode #77: If Only I’d Met You Sooner!

Matt tells us about times clients have said they wish they’d met him sooner. He’ll detail how doing so could’ve spared them a major headache. 

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.

Episode #74: Letter From The IRS

Learn what to do when you receive an ominous letter from the IRS. If the IRS is asking you for additional money, consider your options.