Category: Podcast

Let’s answer your questions about nursing home planning strategies, Roth conversions, and what to do if you hate every financial advisor you meet.

Understand a new paradigm in today’s retirement landscape – Debt. Learn why it’s become a pervasive problem in retirement and how you can handle the different debt issues you might have to navigate.

Answering your questions about long term care, TSP accounts, working with an advisor for the first time and whether it’d be wise to dump all your money into precious metals.

There’s no such thing as a dumb question. So, let’s explore some of the questions you should ask a potential advisor, or even your current advisor (assuming you haven’t asked them these things before).

It can be difficult to make financial sacrifices when the reward for doing so might not be seen until several years in the future. Let’s talk about some of the situations where you might be inclined to take the immediate benefit, but you should really consider the delayed benefit.

Matt answers listener questions about pensions, lack of advice, long-term care, and market growth.

Lots of people have questions about their retirement, but most people should be asking other questions that they don’t even know to ask. Let’s break down the “un-asked questions” of the financial world

A lot of people aren’t clear on why RMDs exist. Let’s clear up the confusion and talk about the proper ways to handle RMDs and how you should be planning for them.

We help you figure out how prepared you are for retirement.

Matt answers listener questions about 401(k)s, CDs, insurance, and social security.