Quiz Your Advisor

There’s no such thing as a dumb question. So, let’s explore some of the questions you should ask a potential advisor, or even your current advisor (assuming you haven’t asked them these things before).

Reaping Rewards For Financial Sacrifice

It can be difficult to make financial sacrifices when the reward for doing so might not be seen until several years in the future. Let’s talk about some of the situations where you might be inclined to take the immediate benefit, but you should really consider the delayed benefit.

Mailbag

Matt answers listener questions about pensions, lack of advice, long-term care, and market growth.

The Un-Asked Financial Questions

Lots of people have questions about their retirement, but most people should be asking other questions that they don’t even know to ask. Let’s break down the “un-asked questions” of the financial world

Required Minimum Distributions

A lot of people aren’t clear on why RMDs exist. Let’s clear up the confusion and talk about the proper ways to handle RMDs and how you should be planning for them.

Are You Ready For Retirement?

We help you figure out how prepared you are for retirement.

Mailbag Questions

Matt answers listener questions about 401(k)s, CDs, insurance, and social security.

Universal Retirement Truths

We'll share with you some MOSTLY universal retirement truths.

Common Planning Complaints

Learn the common planning complaints we hear from clients on a regular basis. 

Are 401(k) Plans Right For You?

A 401(k) is a great investing tool, but is it the right fit for you? Find out on this edition of Smart Money Questions.