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Savings Strategies and Tax Refunds
Today we want to cover some timely discussions that we’ve had with clients recently, ranging from savings strategies and debt management to tax refunds and credit card spending.
Today we want to cover some timely discussions that we’ve had with clients recently, ranging from savings strategies and debt management to tax refunds and credit card spending.
Everyone wants to get advice or guidance when it comes to investing, and a recent Wall Street Journal article featured ten different experts’ predictions for 2025.
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.
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