The Matter Financial Report

During this Halloween episode, we'll share a few retirement campfire stories about Social Security, healthcare expenses and the cost of long-term care.

During this harvest-season episode, we'll look at how confident Americans feel about retirement, how much retirees may withdraw from their savings each year and the rules and strategies around required minimum distributions.

During this episode, we'll cover common Medicare mistakes people could make around enrollment, plan selection and premiums.

During this episode, we'll explore what lifestyle creep is, why it happens and how it connects to a broader pattern of overspending.

During this episode, we'll explore what Dolly Parton's life and words could teach us about building both financial wealth and “wisdom wealth.”

During this episode, we'll cover why a 40-year retirement horizon is becoming more common.

During this episode, we'll cover how to set and prioritize short-, mid- and long-term financial goals.

During this episode, we'll cover the key financial shifts to consider in the five to 10 years before retirement.

During this episode, we'll cover nine ways to thoughtfully handle a sudden windfall.

During this episode, we'll cover seven data-driven signs that could indicate someone is ready to retire, even if it doesn't feel that way yet.

Today we’ll discuss strategies for continuing to grow wealth during retirement.

Today we walk through 10 practical strategies for growing your net worth in 2026.

During this episode, we'll walk through what an emergency fund is, why it matters, and how to figure out the right amount to save.

During this episode, we'll walk through key age milestones that help shape retirement planning.

During this episode, we’ll explore what Trump Accounts mean for American families.

During this episode, we’ll examine seven common investment behaviors that may undermine retirement security.

During this episode, we’ll explore what research consistently shows makes retirement genuinely fulfilling.

During this episode, we'll walk through nine practical steps for workers who find themselves laid off close to retirement.

During this episode, we'll walk through the key rules and strategies around traditional IRA withdrawals and how timing your withdrawals could make a meaningful difference in your overall retirement picture.

During this episode, we'll explore where Americans actually stand when it comes to retirement savings, what the data tells us about how different age groups are tracking, and practical strategies that could help close the gap between where you are and where you want to be.

During this show, we’ll discuss retirement planning considerations and explore how much you may want saved as you approach retirement.

During this episode, we'll explore the financial missteps that can create challenges for the next generation, the importance of communication and planning around estate decisions, and practical steps to help protect your wealth and your family from fraud.

During this episode, we'll explore Roth conversions including what they are, who they may benefit, and the important considerations anyone should think through before making a decision.

During this episode, we’ll consider how to determine how much monthly income you’ll need to maintain your preferred lifestyle during retirement.

During this episode, we discuss the anti-budget — a simpler, more sustainable approach to managing money — and connect it to the broader goal of financial freedom.