Smart Money Questions

Weekly investing and financial planning wisdom seeking to provide answers to your financial questions with your host, Matt Hausman.

3rd and 4th Quarter Financial To-Do List

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We’ve already rolled into the third quarter of the year and that presents us with a great opportunity to evaluate our portfolio. Giving your plan a check-up will help keep it on track headed towards your goals so use this checklist focus on the most important questions.

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Understanding Tax Laws Can Help You With Investing Decisions

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A recent tax bill was signed into law in July 2019 and it serves as a reminder that understanding taxes is an important aspect to planning your retirement. Knowing how much of your money will be yours when you decide to access it will determine how much you actually need. On this episode, we discuss this tax law and answer a few questions sent to us.

Check out the full show notes by click here. Keep reading →


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