Episode 142: Why Business Owners Need an Exit Strategy
Today we’re talking about business owners and retirement plans. Even if you’re not a business owner, there’s something you can learn from this.
March 4, 2021 No Comments
Category: Podcast
Episode 141: Should You Pay Off Mortgage or Buy Investment Property?
What’s the better investment strategy – pay off your primary home sooner or save up for a rental property? We’ll share the pros and cons.
February 18, 2021 No Comments
Episode 140: Why Long-Term Care is the Subject No One Wants to Talk About
Long-term care is a subject many people don’t want to discuss, but it’s crucial that you have a plan in place. Find out why and learn about hybrid policies and paying premiums
February 4, 2021 No Comments
Episode 139: What to Know About Legacy and Estate Planning
Today’s Smart Money Question: When making your legacy and estate plan, it’s crucial to know how taxes will affect that
January 21, 2021 No Comments
Episode 138: What to Know About the Latest COVID Stimulus Package
At the end of 2020, Congress passed a $900 billion Covid relief package. We’ll go over some highlights and what you should understand moving forward.
January 7, 2021 No Comments
Episode 137: Year-End Financial Planning Tips & 1st Time Homebuying
Today’s Smart Money Question: As 2020 comes to a close, now’s the time to do some financial planning. Matt has
December 17, 2020 No Comments
Episode 136: Investment Decisions Going into 2021
Are you making wise investment decisions? Are you using logic or letting fear rule your decisions for the future? Let’s discuss what you should be thinking about as we head into the new year.
December 3, 2020 No Comments
Episode 135: Listener Questions – Reverse Mortgages and Helping a Widowed Parent
We’re talking about two important topics today: Are reverse mortgages a bad idea? And how can I help my widowed parent with their finances?
November 19, 2020 No Comments
Episode 134: Top Places to Retire and How They Affect You Financially
U.S. News & World Report has released its list of the top places to retire in the country. Choosing where to retire is not only a personal decision; it’s also a financial one. We’ll explain why.
November 5, 2020 No Comments
Episode 133: An Update on Maggie’s Health and What to Know About Medicare
This week marks an important milestone in Maggie’s journey with cancer. We’ll give you an update about her health. We’ll also discuss Medicare and help you understand it better.
October 15, 2020 No Comments