Month

April 2018
Is it possible to pay off your mortgage with the balance of your IRA? Is it wise? Matt talks about a recent situation where this idea was broached. He’ll seek to take the emotion out of the conversation and approach the conversation from a logical perspective.
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Matt shares a personal story about having to help his parents through a difficult time. He’ll also tell us about some of the scenarios his clients have faced over the years and offer you some ideas on how to best prepare for tough situations you and your parents might face.
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They say these days that there’s a holiday of every day of the year. It’s kind of true. In fact, the month of April, for example, is home to Bowel Cancer Awareness Month, Fresh Florida Tomato Month, Fresh Celery Month, Multiple Birth Awareness Month and National Soft Pretzel Month (sorry hard pretzels, you guys have...
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Great questions on the podcast this week from Mark, Lynne and Carrie. Mark has questions about how to properly finance the decision to downsize to a smaller house. Lynne is wondering about working with big financial companies vs. independent advisors. And Carrie says an advisor is forcing her and her husband to live on a...
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