The Matter Financial Report

In this episode, we’ll discuss the reasons some people are delaying retirement as well as the pros and cons of working a little longer.

On this episode, we’ll discuss two common retirement rules: The rule of $1,000 and the rule of dying with zero.

In this episode we explore actionable steps to achieve your financial goals in the new year. We'll discuss strategies for budgeting, saving, and investing, including tips for reducing debt, maximizing retirement contributions, and building an emergency fund. Join us as we provide practical advice and motivation to help you make 2025 your most financially successful year yet.

During this episode, we’ll consider potential steps to prepare for retirement if you’re about a decade away from that monumental event.

During this show, we’ll discuss how you can balance your need to preserve assets during retirement with your goal of truly enjoying your post-work life.

During this episode, we’re going to discuss the importance of an emergency fund and how you can build one of your own.

During this episode, we’re going to discuss the Great Wealth Transfer and how you can better ensure your own assets end up with the people you care about.

During this show, we’ll walk through several potential strategies to help you navigate financial during risk when the market hits a downturn.

During this show, we’re going to discuss the Fed’s recent rate cut and what it might mean for your financial strategy.

During this show, we’ll look at Social Security from two important angles: Whether you should file early given the program’s somewhat uncertain future and how a possible 24% Social Security cut could impact retirement as soon as 2032.

On today’s show, we’re going to consider the pros and cons of life insurance and Roth IRAs for retirement income as well as saving in a 401(k) and an IRA in the same year.

During this show, we’ll examine many of the legal and strategy steps you should consider if you inherit an IRA.

During today’s show, we’ll consider how much it costs to be a grandparent and how you can build a financial strategy that positions you to enjoy your grandkids while also taking care of your own financial needs.

During this show, we’re going to consider steps you can take right now to prepare yourself for a near-horizon retirement.

During this show we’re going to take a close look at annuities, particularly their pros and cons.

During this show we’re going to mark National Elder Abuse Awareness Day, June 15, by discussing elder abuse prevention and protecting yourself from financial scams.

During this episode we’ll consider whether retirees should continue investing and talk about the various options for financial growth in retirement.

Retirement can be a golden chapter, but many people look back with financial regrets. In this episode, we dive into common pitfalls that can derail your retirement dreams. From underestimating healthcare costs to regretting impulsive purchases, we'll uncover the most frequent financial missteps and provide actionable advice to avoid them. By the end, you'll have a clear roadmap to a worr...

During this show, we’re going to discuss what you can do to get yourself out of debt.

In this episode, we will discuss the impact of tariffs on the global economy. We will also discuss how tariffs can affect your personal finances. Finally, we will provide some tips on how to protect your finances in a time of rising tariffs.

During this show, we’re going to chat about the signs that help you how to know if you’re ready for retirement.

This week, we dissect the recent repeal of the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO), exploring how this landmark change will impact millions of public sector retirees. We'll break down the new benefit calculations and discuss strategies for maximizing your retirement income in light of these legislative shifts. Finally, we'll analyze the potential long...

In our first episode, Michael talks about the importance of financial planning, as well as tips and strategies for retirement.