Month: November 2018

Episode #83: Advising Is Problem-Solving

Many people think of financial advisors as money managers. In reality, advising is problem-solving. Matt gives examples of some of the puzzles he’s worked.

Episode #82: Soda Taxes And Fire

Soda taxes are causing folks in Seattle to rethink their purchases, and a new movement is helping millennials to retire early. Matt Explains.