Month

May 2018
We've all heard the phrase about having too many cooks in the kitchen. Matt tells us about a time he found out his client had four different financial advisors. It prompted him to say, "You've got what?" That's where we'll pick up the story on today's podcast and learn why having too many advisors causes...
Read More
401k rollovers are useful tools for transferring retirement accounts. They give you more control over your portfolio and help to alleviate potential tax burdens. Let's explore the benefits of 401k rollovers.
Read More
Matt gives us another solo podcast. This time, his thoughts are on how to ensure a worry-free retirement where someone can spend for their lifestyle without fear of running out of money.
Read More
The mailbag is full of good questions this week. Two of them touch on IRA issues. One person is concerned about recent losses in their portfolio while another is trying to figure out if now’s the time to do a Roth conversion while in between careers. Bill might get to stop working a year early....
Read More

I want to be one of the first to receive your weekly podcast! 

Congrats! You have succesfful subscribed to our podcast, Smart Money Questions. 

ASK A QUESTION