Tag: Inheritance

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.

Episode #106: Empowering Women in Financial Planning

Matt will be speaking at an event on the topic of empowering women in financial planning and it got him thinking a lot about examples in his personal and professional life that tie into the topic. This episode will run through statistics you need to know and the most important investment items you need to have in order.