The Matter Financial Report

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.

During this episode, we’re going to discuss how you can spend enough money to enjoy life and retirement while still sticking to your financial strategy.

During this show, we’re going to break down three long-term care myths and ways to pay for long-term care.

During this show, our discussion will focus on how to know when to file for Social Security and three ways you might be able to max out your benefit during the current year.

During this show, look at how you may be able to boost your 401(k) balance. We’ll also discuss IRAs.

During this show, we’re going to discuss 13 habits you can adopt that may better position you for the retirement you truly want.

During this episode, we’ll discuss the importance of addressing future healthcare expenses when planning for retirement.

During this episode, we’ll dig into what members of Generation X should do to better prepare for their impending retirement.

During today’s show, examine and discuss five planning pillars that may help you on your path to retirement.

During this episode, we’re going to discuss why playing it safe isn’t always the right move, even during retirement.

In this episode, Ernesto De La Torre joins us to break down the pivotal market shifts from the past year and what they signal for the months ahead. We dive deep into actionable strategies for navigating current volatility, focusing on how high-net-worth investors can protect their capital while identifying emerging growth opportunities. Tune in to gain a professional vantage point on portfolio con...

During this episode, we’ll examine some of the things you need to know about retiring early.

We discuss the importance of estate and legacy planning for you and your family. It's important to have the right documents and know where they are in order to keep family harmony.