Smart Money Questions

Quiz Your Advisor 26.10.2017 18:15 ↓

There’s no such thing as a dumb question. So, let’s explore some of the questions you should ask a potential advisor, or even your current advisor (assuming you haven’t asked them these things before).

Reaping Rewards For Financial Sacrifice 19.10.2017 15:59 ↓

It can be difficult to make financial sacrifices when the reward for doing so might not be seen until several years in the future. Let’s talk about some of the situations where you might be inclined to take the immediate benefit, but you should really consider the delayed benefit.

Mailbag 12.10.2017 16:37 ↓

Matt answers listener questions about pensions, lack of advice, long-term care, and market growth.

The Un-Asked Financial Questions 05.10.2017 16:26 ↓

Lots of people have questions about their retirement, but most people should be asking other questions that they don’t even know to ask. Let’s break down the “un-asked questions” of the financial world

Required Minimum Distributions 28.09.2017 23:31 ↓

A lot of people aren’t clear on why RMDs exist. Let’s clear up the confusion and talk about the proper ways to handle RMDs and how you should be planning for them.

Are You Ready For Retirement? 21.09.2017 14:40 ↓

We help you figure out how prepared you are for retirement.

Mailbag Questions 14.09.2017 11:59 ↓

Matt answers listener questions about 401(k)s, CDs, insurance, and social security.

Universal Retirement Truths 07.09.2017 20:14 ↓

We'll share with you some MOSTLY universal retirement truths.

Common Planning Complaints 31.08.2017 13:47 ↓

Learn the common planning complaints we hear from clients on a regular basis. 

Are 401(k) Plans Right For You? 24.08.2017 15:03 ↓

A 401(k) is a great investing tool, but is it the right fit for you? Find out on this edition of Smart Money Questions. 

Mailbag 17.08.2017 7:20 ↓

We'll take your listener questions on early retirement packages, mortgages and retirement, and whether inconsistent communication with your financial advisor is problematic. 

The Financial Draft 10.08.2017 13:25 ↓

With the football preseason already unfolding, let's hold a financial draft. Learn about the different "players" you should have in your portfolio. 

Social Security Myths 03.08.2017 10:51 ↓

We'll debunk some of the myths about social security.

A Financial Game Show 27.07.2017 12:43 ↓

We'll talk about how your financial world may be more of a game show than true planning.

Smart Money Questions: IRAs and Retiring Advisors 20.07.2017 9:41 ↓

We'll take listener questions on several topics. Whether it's an IRA or an issue with a 401k, we'll do our best to help resolve your problems.

Treating Retirement Like Vacation 13.07.2017 12:51 ↓

We'll discuss a fun way you can approach prepping for retirement.

Financial "Blind Spots" 06.07.2017 19:41 ↓

We'll discuss the things in retirement that you may not of have know about. We'll also talk about just how impactful these things can be.

Common Money Mistakes 29.06.2017 22:52 ↓

We'll discuss some of the simple mistakes that can have a big impact.

Rebalancing A Portfolio 22.06.2017 9:40 ↓

Rebalancing is a popular buzzword, but what does it actually mean? We'll address that Smart Money Question on this edition of the podcast. 

Importance of Income Planning 15.06.2017 14:25 ↓

We'll discuss how crucial income planning is for retirement. 

Where Do You Stand 08.06.2017 13:33 ↓

We'll discuss the stages of retirement planning and how you think about them.

Pre-Flight Checklist 01.06.2017 18:36 ↓

We'll make sure you're ready to take off into retirement. 

Major Life Events 25.05.2017 17:46 ↓

We'll discuss some of the ways major life events can affect your retirement. 

Breaking Down Your Financial Statements 18.05.2017 10:15 ↓

We'll help you better understand those pesky financial statements.

Beneficiary Mistakes 11.05.2017 11:09 ↓

We'll discuss the common mistakes people make when naming beneficiaries to their accounts.