Smart Money Questions

💸 Ready to take control of your financial future? 📞✨ Book a free call with Matt today! 👉 https://go.oncehub.com/matthausman Most people think about taxes once a year. The problem is that by the time you're filing your return, it's often too late to make meaningful changes. Matt explains why tax planning is far more important than tax filing and shares a real-life story of a woman whose misunde...

💸 Ready to take control of your financial future? 📞✨ Book a free call with Matt today! 👉 https://go.oncehub.com/matthausman What if “playing it safe” with your money is actually creating a different kind of risk? In this episode, Matt challenges common assumptions about retirement investing and explains why financial decisions should be driven by purpose, flexibility, and long-term thinking ra...

Some big conversations are happening right now that could reshape retirement as we know it, from potential Social Security changes to the growing role of AI in investing and everyday life. The challenge isn’t reacting to headlines, it’s understanding what actually matters for your plan. Matt breaks down proposed Social Security changes, smarter ways to save, where AI could help (and hurt), and the...

💸 Ready to take control of your financial future? 📞✨ Book a free call with Matt today! 👉 https://go.oncehub.com/matthausman Life insurance isn’t just about a death benefit anymore, and many people don’t realize how much it’s evolved. Matt discusses real client scenarios that highlight how life insurance can still play a powerful role at different stages of life. If you already have a policy or...

💸 Ready to take control of your financial future? 📞✨ Book a free call with Matt today! 👉 https://go.oncehub.com/matthausman In this episode, Matt tackles one of the biggest tax decisions that retirees face: Roth or pre-tax? It’s not just about today’s tax bill. It’s about future flexibility, income planning, and how your choices ripple through the rest of your financial life. Using real-world...

💸 Ready to take control of your financial future? 📞✨ Book a free call with Matt today! 👉 https://go.oncehub.com/matthausman A new year brings no shortage of market opinions and plenty of noise. Matt shares a grounded perspective on how to think about investing as 2026 takes shape, with an emphasis on preparation over prediction. This episode covers several long-term planning decisions that oft...

💸 Ready to take control of your financial future? 📞✨ Book a free call with Matt today! 👉 https://go.oncehub.com/matthausman What if everything you thought you'd set up to protect your family turned out to be a maze of red tape and frustration? In this episode, discover the hidden roadblocks that can derail even the most carefully planned estates, as Matt reveals the eye-opening reality facing...

💸 Ready to take control of your financial future? 📞✨ Book a free call with Matt today! 👉 https://go.oncehub.com/matthausman As the year wraps up, it’s the perfect chance to step back and make sure your financial plan is aligned, optimized, and ready for the year ahead. Matt highlights key areas worth reviewing before the calendar turns, and what can happen if we don’t. Year-end planning doesn’...

💸 Ready to take control of your financial future? 📞✨ Book a free call with Matt today! 👉 https://go.oncehub.com/matthausman Most people diversify their investments but forget to diversify their taxes. Today, Matt explains why tax diversification is one of the most powerful tools for retirees and how it can dramatically improve the longevity of your money. He shares a real client story that pro...

💸 Ready to take control of your financial future? 📞✨ Book a free call with Matt today! 👉 https://go.oncehub.com/matthausman “How much should I be saving?” It’s one of the most common financial questions, and the answer isn’t always simple. The right saving strategy depends on your income, debt, lifestyle, and long-term goals. In this episode, Matt shares the framework he uses with clients of a...

💸 Ready to take control of your financial future? 📞✨ Book a free call with Matt today! 👉 https://go.oncehub.com/matthausman Do you know the real purpose behind your savings? Money isn’t the end goal, it’s the tool that helps you build the life you want. In this episode, Matt asks a deceptively simple but powerful question: What are you really saving for? Instead of focusing only on numbers, ta...

💸 Ready to take control of your financial future? 📞✨ Book a free call with Matt today! 👉 https://go.oncehub.com/matthausman What does the newly signed One Big Beautiful Bill (BBB) really mean for your taxes and your future? In this episode of Smart Money Questions, we will explain the most important tax changes in simple terms. From extended tax brackets to new deductions for seniors and enhan...

What’s all the buzz about the “Big Beautiful Bill?” With many current tax provisions set to expire at the end of the year, there’s a lot of noise, but very little that’s finalized. Matt walks through the latest version of the Senate proposal, what it could mean for taxpayers, and why the only smart move right now is to stay informed and stay patient. He also highlights a thought-provoking article...

The headlines are loud, the markets are messy, and your gut might be telling you to do something., anything, right now. But what should you actually do when your portfolio takes a hit? In this episode, Matt talks about recent market volatility and reminds listeners why reacting emotionally can cost more than staying the course. He shares stories from client conversations during the dip, explains t...

Selling your home and relocating in retirement is both an emotional decision and a financial one. Today’s real estate landscape adds in another layer of complexity, especially for retirees. In this episode, Matt shares insights from working with four different clients who are each navigating the complexities of selling, buying, or relocating. Here’s some of what we discuss in this episode: 🏡 Real...

As we dive into the heart of March Madness, the excitement of college basketball isn't the only thing making headlines; the financial markets are also experiencing their own form of madness. In this episode of Smart Money Questions, Matt breaks down the latest market volatility, tax season updates, and investment strategies to help you stay informed and confident in your financial future.  Here’s...

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. Good saving and spending habits are developed over time, but these seemingly small routines can make a huge difference in retirement.   Here’s some of what we discuss in this episode: Why it might not be a good idea to tak...

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. It made for an interesting read and provided some interesting discussion for this month’s podcast. Today we’ll take a look at a variety of strategies in play for 2025—from focusing on large-cap growth stocks and diversifying beyond the...

As we close out 2024, we can look back on a good year highlighted by the transition to a new office. Hopefully you’ve also enjoyed a great past twelve months, but now it’s time to shift focus on smart financial planning for the year ahead. In this episode of the Smart Money Questions podcast, Matt shares actionable strategies to refine your budgeting, transition smoothly into retirement, and maxim...

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. Now that the election results are settled, the big question on everyone's mind is what comes next for the markets, Social Secur...

It’s a different type of episode this time around, as we welcome long-time football coach Mike Ricci to the show. Mike coached football at Garnet Valley High School where he built a powerhouse football program before his retirement from the field. Now, Mike has his own business where he helps companies reach their goals as an organization much like he helped so many young people reach their goals...

There’s a lot of anticipation surround the Federal Reserves meeting this month, and their decision on interest rates will have an impact across many different areas of financial planning. There’s a lot going on right now that impacts the discussions we have in our office, and we’re bringing some of that to the podcast today. Join us as we share an in-depth analysis of the current economic indicato...

We always like to use this show to share some of the conversations we’re having with clients and the topics that are being discussed in our office. Today we have three important ones that have popped up multiple times recently and that’s life insurance, tax planning, and legal documents.   Here’s some of what we discuss in this episode: What opportunities you might have with a life insurance polic...

We’ve reached halftime for 2024 and it’s the time of the year when we like to check up on the finances with clients. Today we want to walk you through the conversations we’re having and the topics we’re covering in the office. This episode is packed with both entertaining summer stories and crucial financial advice that you won't want to miss.   Here’s some of what we discuss in this episode: Mid-...

It’s been a busy few weeks for us with a couple concerts and a trip to Florida to visit Maggie’s mom, and it was during that trip that we met someone who got us thinking about the theme for this month’s show. Today we’ll share that intriguing conversation we had with a retiree in Florida who was fearful about the future of the economy and the dollar, which sets the stage for a deeper discussion on...