Join our mailing list to receive the latest news and updates through our weekly podcast!

<p>Thanks for signing up! </p>

Podcasts

06
Dec

Episode 84: Paradigm Shift

As we move from work to retirement, we experience a paradigm shift. Suddenly, we're moving from wealth accumulation to income distribution. Matt explains.
Read More
29
Nov

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.
Read More
22
Nov

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. 
Read More
15
Nov

Episode #81: Matt’s Planning Process Part 02

People ask us what our retirement planning process looks like. Join us for part two of our series detailing one couple's journey through retirement.
Read More
08
Nov

Episode #80: Matt’s Planning Process Part 01

People ask us what our retirement planning process looks like. Join us on a two-part series as we detail one couple's seven year journey through retirement.
Read More
01
Nov

Episode # 79: Mailbag – Self-Directed IRAs & The Landlord Game

We'll answer your questions and determine whether you should get into the landlord game. We'll also examine whether you should open a self-directed IRA.
Read More
25
Oct

Episode #78: Maggie’s Story

We're dropping "Money" from the show today and calling it Smart Questions. Matt shares Maggie's story about his wife's life-altering trip to the hospital.
Read More
18
Oct

Episode #77: If Only I’d Met You Sooner!

Matt tells us about times clients have said they wish they'd met him sooner. He'll detail how doing so could've spared them a major headache. 
Read More
11
Oct

Episode #76: How The New Tax Code Affects Me

We've talked for months about the tax code changes. Join us as we outline how these changes will affect your personal finances.
Read More
04
Oct

Episode #75: Early Retirement Complications

Retiring early is a tempting goal, but it's not without complications. Matt offers insight into overcoming the challenges presented by an early retirement.
Read More