Episode #59: Getting Started: A Financial Plan’s First Steps
Putting A financial plan together can be overwhelming. We’ll show you how to take the first steps toward getting started.
June 14, 2018 No Comments
Category: Retirement
Episode #58: What Are You Going To Do In Retirement?
Retirement planning requires more than financial preparation. Matt details why it’s important to set personal goals in retirement.
June 8, 2018 No Comments
Episode #57 – Mailbag: Office Buildings, Whole Life, Financial Empowerment & Two Husbands
Some great mailbag questions this week. Saul in Florida wants to know if he should sell off his office building and invest the assets. Marie in Pennsylvania is curious if three whole life policies is too much. Hank in Texas wants to know if he should put all his money in Roth from now on. And Samantha in Maryland’s mom has a lot of money at her disposal. But she has no confidence to spend any of it. How can she feel more empowered to use the money without losing it or wasting it? Matt has answers to all of this week’s smart money questions.
June 4, 2018 No Comments
Episode #56 – Side Thought: You’ve Got What?
We’ve all heard the phrase about having too many cooks in the kitchen. Matt tells us about a time he found out his client had four different financial advisors. It prompted him to say, “You’ve got what?” That’s where we’ll pick up the story on today’s podcast and learn why having too many advisors causes trouble.
May 31, 2018 No Comments
Episode #55 – Important Things You Should Know About 401k Rollovers
401k rollovers are useful tools for transferring retirement accounts. They give you more control over your portfolio and help to alleviate potential tax burdens. Let’s explore the benefits of 401k rollovers.
May 31, 2018 No Comments
Episode#54: Fear Of Running Out Vs Spending It
Matt gives us another solo podcast. This time, his thoughts are on how to ensure a worry-free retirement where someone can spend for their lifestyle without fear of running out of money.
May 10, 2018 No Comments
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