Setting Financial Planning Goals for 2025
In this episode, Matt shares actionable strategies to refine your budgeting, transition smoothly into retirement, and maximize tax efficiency.
In this episode, Matt shares actionable strategies to refine your budgeting, transition smoothly into retirement, and maximize tax efficiency.
As we approach Thanksgiving, it’s hard to believe that 2024 is nearly behind us. With the end of the year comes a lot to look forward to- family, food, and of course, football. But there’s also another reason to celebrate this holiday season: the election is finally over.
Join us as we explore the principles that have guided Mike Ricci’s journey and discover how you can apply these timeless lessons in your own life.
Today’s Smart Money Question: We’ve got a few listener questions on the docket for today. First up, we’ll discuss Abe’s
Today’s Smart Money Question: The featured guest this week is Matt’s current client Julie, who is in the process of
We’ll feature your listener questions from the Mailbag on emergency funds, market crashes, and the retirement planning process.
There have been major changes since Trump went into office. Check out our video to learn more. Below are some
Required minimum distributions (RMDs) are an inevitable part of retirement, but what should you do with that money? Matt explains.
When planning for retirement, there are certain things you can’t control. Account for those unforeseen elements by planning for what you can control.
Legal documents are confusing and typically come with a lot of complex vocabulary. Matt sorts through the jargon and explains why they’re so important.
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