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Podcasts

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.
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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.
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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.
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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. 
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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.
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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.
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27
Sep

Episode #74: Letter From The IRS

Learn what to do when you receive an ominous letter from the IRS. If the IRS is asking you for additional money, consider your options. 
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20
Sep

Episode #73: More Than Just Investments

Your retirement plan should consist of more than a collection of investments. Discover the different planning elements that make for a sound retirement. 
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13
Sep

Episode #72: RVs, Traveling, Remodeling, Credit Card Rewards

Matt explains how to get the most out of your credit card purchases and apply your rewards toward traveling and other big ticket items.
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06
Sep

Episode #71: Sales Pitch Versus Planning

Discover the difference between an advisor who offers you a sales pitch and one who engages in a truly comprehensive planning process.
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