Smart Money Questions

2019-04

Episodes

Thursday Apr 18, 2019

When it comes to building a retirement plan, one of the biggest items that people overlook, or even avoid, is designating their beneficiaries. But taking the time to do this is key to ensuring that your assets are handed down in the way you intend, and that your estate does not go through probate. Matt gives us some tips on how to prepare these essential legal documents.

What's The Value Of An Advisor?

Thursday Apr 04, 2019

Thursday Apr 04, 2019

Matt recently received an email question from a knowledgeable DIY investor who is considering handing over the reins to a financial advisor, but is skeptical about the value an advisor could provide. So this week, we'll discuss what type of benefits a true holistic financial advisor should bring to both you and your investments.

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