Category: Podcast

Episode 132: Election Worries & Steps to Saving for Retirement

There’s no doubt that election concerns are on the mind of many people right now, especially as it will impact their financial portfolio. We’ll start the show by addressing these election cycles worries by looking back at what history has shown us. From there, Matt will talk about a call he had with someone recently that wanted to get their retirement on track. He’ll take you through the essential steps that need to be taken to get your financial house in order.

October 2, 2020 No Comments

Episode 125: What To Know About Becoming a Consultant

Are you considering working as a consultant or independent contractor? What does that mean for your finances and what should you prepare for ahead of time? We’ll answer those questions plus talk about trusts on today’s episode

June 17, 2020 No Comments

Episode 124: Mark Twain, Traditional IRA vs. Roth and Other FAQs

Where is your retirement money saved? Will it benefit you more now or later? On this episode of Smart Money Questions, Matt answers several FAQs when it comes to your retirement accounts as well as another question about inheritance plans.

June 4, 2020 No Comments
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