Episode #67: What Financial Demographics Can Tell Us

Financial demographics and statistics are confusing, but they provide insight into financial planning. Find out what the data says about retirement today.
For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-67-financial-demographics/

Episode #65: Walter Buys A House

We’re shaking things up on the podcast. Learn about co-host Walter Storholt’s home-buying experience. Discover how buying a house relates to your finances.
For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-65-walter-buys-house/

Episode #64: Health Insurance Options Before Medicare

Taking an early retirement can be a tempting offer, but there are some things to keep in mind before pulling the trigger. Since Medicare does not cover you until you turn 65, have you considered what your health insurance options are once you are no longer working? Matt will go over some coverage options to keep in mind before you are eligible for Medicare.
For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/health-insurance-options-before-medicare/

Episode #63: Making Bad Financial Assumptions

Be careful of making assumptions about certain areas of retirement planning before you really know the facts. Some of these assumptions could be correct, but they could just as likely be wrong…
For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-63-bad-financial-assumptions/

Episode #62: Side Thought. Tax Reform With Rich Swavely

 
Rich Swavely joins us for a casual conversation on taxes. We'll cover the good, the bad, and the ugly of recent tax reform in Washington.
For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-62-tax-reform/

Episode #61: Things You Can't Control

In retirement planning, there are many things that are completely out of your control. Fortunately, the things that you can control allow you to deal with those things you can’t.
 
For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-61-things-you-cant-control/

Episode #60: Legal Documents You Need In Your Retirement Plan

Legal documents are confusing and typically come with a lot of complex vocabulary. Matt sorts through the jargon and explains why they're so important.
 
For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-60-legal-documents/

Episode #59: Getting Started: A Financial Plan's First Steps

Putting A financial plan together can be overwhelming. We'll show you how to take the first steps toward getting started.
 
For detailed show notes, a corresponding blog post, and access to mentioned resources, click here.

Episode #58: What Are You Going To Do In Retirement?

Retirement planning requires more than financial preparation. Matt details why it's important to set personal goals in retirement.
For detailed show notes, a corresponding blog post, and access to mentioned resources, click here.

Mailbag: Office Buildings, Whole Life, Financial Empowerment

Some great mailbag questions this week. Saul in Florida wants to know if he should sell off his office building and invest the assets. Marie in Pennsylvania is curious if three whole life policies is too much. Hank in Texas wants to know if he should put all his money in Roth from now on. And Samantha in Maryland's mom has a lot of money at her disposal. But she has no confidence to spend any of it. How can she feel more empowered to use the money without losing it or wasting it? Matt has answers to all of this week's smart money questions.