Smart Money Questions

2019-07

Episodes

Thursday Jul 18, 2019

Do you ever wonder what you might not even know to ask about? For instance, do you know what a stretch IRA is and how it works? Or how to designate beneficiaries and joint ownership over your accounts appropriately? Matt talks through the ins and outs of these things, answering your questions before you ask them.
See the full show notes here. 

Wednesday Jul 03, 2019

We've got a few listener questions on the docket for today. First up, we'll discuss Abe's question about being forced into an early retirement. Should he get another job? What items should he address before he is no longer receiving a paycheck? We'll also answer Blair's question about tax brackets in retirement. What is the real outlook on future tax rates, and how should we prepare? Finally, we'll take a look at how you can define financial security for yourself.

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