Episode#92: What The Rich DON’T Do With Their Money
Today’s Smart Money Question: This week, let’s look into some basic steps that you can take towards building and protecting
February 7, 2019 No Comments
Category: Podcast
Episode #91: Mailbag – Social Security, Inherited Stocks, Market Recessions
We love to feature your questions on the podcast. Join us as we answer your email questions on Social Security, market recessions, and inherited stocks.
January 24, 2019 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 #89 Understanding Risk Tolerance
Today’s Smart Money Question: Risk tolerance is a buzzword you often hear in the financial industry. It’s important to understand
January 15, 2019 No Comments
Episode #88: Market Volatility & Risk
Today’s Smart Money Question: There’s a conversation Matt has with clients all the time. It’s about market volatility. It’s one
January 15, 2019 No Comments
Episode #87: Mailbag – Paying Off Your House
oin us as we feature your email questions. We’ll cover paying off your house and financial planning for married couples.
December 27, 2018 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 #85: Headlines Featuring Scams And Market Crashes
On this edition of the podcast, Matt addresses scams that could attack your wealth and the question of whether a market crash could eat into your portfolio.
December 13, 2018 No Comments
Episode 84: Paradigm Shift
As we move from work to retirement, we experience a paradigm shift. Suddenly, we’re moving from wealth accumulation to income distribution. Matt explains.
December 6, 2018 No Comments
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.
November 29, 2018 No Comments