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Podcast

Financial and retirement planning podcasts from Matt Hausman and the Smart Money Questions team. Each podcast covers important topics to help you learn more about your financial future.

Taking an early retirement is tempting, but have you considered your health insurance options? Matt reviews your coverage options in lieu of Medicare.  
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Be careful of making assumptions about certain areas of your financial plan. Some of these could be correct, but they could just as likely be wrong.
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Rich Swavely joins us for a casual conversation on taxes. We'll cover the good, the bad, and the ugly of recent tax reform in Washington. 
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When planning for retirement, there are certain things you can't control. Account for those unforeseen elements by planning for what you can control. 
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Legal documents are confusing and typically come with a lot of complex vocabulary. Matt sorts through the jargon and explains why they're so important. 
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Putting A financial plan together can be overwhelming. We'll show you how to take the first steps toward getting started. 
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Retirement planning requires more than financial preparation. Matt details why it's important to set personal goals in retirement.
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Some great mailbag questions this week. Saul in Florida wants to know if he should sell off his office building and invest the assets. Marie in Pennsylvania is curious if three whole life policies is too much. Hank in Texas wants to know if he should put all his money in Roth from now on....
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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...
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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.
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