Smart Money Questions
2017-11
Episodes
Thursday Nov 30, 2017
Thursday Nov 30, 2017
A common question we often get, that’s not even really related to investing, is from retirees wanting to know how they can help pass their financial wisdom on to the next generation. So, let’s touch on seven tips for grandparents to consider as they help their grandchildren grow into financially savvy adults.
Tuesday Nov 21, 2017
Tuesday Nov 21, 2017
Occasionally, someone meets with an advisor just in the nick of time. Let’s hear about a time a client was about to make a bad financial mistake, but it was averted because of meeting with Matt.
Thursday Nov 16, 2017
Thursday Nov 16, 2017
Let's answer your questions about nursing home planning strategies, Roth conversions, and what to do if you hate every financial advisor you meet.
Thursday Nov 09, 2017
Thursday Nov 09, 2017
Understand a new paradigm in today's retirement landscape - Debt. Learn why it's become a pervasive problem in retirement and how you can handle the different debt issues you might have to navigate.
Thursday Nov 02, 2017
Thursday Nov 02, 2017
Answering your questions about long term care, TSP accounts, working with an advisor for the first time and whether it'd be wise to dump all your money into precious metals.