Month: May 2018

Episode #56 – Side Thought: You’ve Got What?

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 trouble. 

Episode#54: Fear Of Running Out Vs Spending It

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.

Episode#53: Mailbag: IRA Losses, Unemployed Conversions, Severance, “Financial Guys”

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. Should he? And a great question from Kent. Should he push his friend in the pool for the financial advice he recently gave him?