Category: Retirement

Tax Savvy Retirement Strategies

There have been major changes since Trump went into office. Check out our video to learn more. Below are some

Episode #61: Things You Can’t Control

When planning for retirement, there are certain things you can’t control. Account for those unforeseen elements by planning for what you can control. 

Episode #57 – Mailbag: Office Buildings, Whole Life, Financial Empowerment & Two Husbands

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. And Samantha in Maryland’s mom has a lot of money at her disposal. But she has no confidence to spend any of it. How can she feel more empowered to use the money without losing it or wasting it? Matt has answers to all of this week’s smart money questions.