Category: Podcast

Part 2 of our discussion of the 7 tips for grandparents to consider as they help their grandchildren grow into financially savvy adults.

A common question we often get, that’s not even really related to investing, is from retirees wanting to know how they can help pass their financial wisdom on to the next generation. So, let’s touch on seven tips for grandparents to consider as they help their grandchildren grow into financially savvy adults.

Occasionally, someone meets with an advisor just in the nick of time. Let’s hear about a time a client was about to make a bad financial mistake, but it was averted because of meeting with Matt.

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