Smart Money Questions

Episode #90: Relocating In Retirement

Many couples look to relocate or downsize in retirement. Relocating can be beneficial, but it presents questions you'll need to answer before you move.
For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://smartmoneyquestions.com/podcastposts/episode-90-relocating-retirement/

Episode #89 Understanding Risk Tolerance

Risk tolerance is a buzzword you often hear in the financial industry. It's important to understand what it is and how it applies to you as an investor.
For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-89-understanding-risk-tolerance/

Episode #88: Market Volatility & Risk

There's a conversation Matt has with clients all the time. It's about market volatility. It's one of the most important things to grasp and understand as you prepare for retirement. On this episode, Matt will recount one of those recent conversations with a couple that came into his office, some of the questions they asked and how ultimately they were able to achieve more comfort with their financial plan.
 
Show notes for this episode: http://www.smartmoneyquestions.com/podcastposts/episode-88-market-volatility-risk/

Episode #87: Mailbag - Paying Off Your House

Join us as we feature your email questions. We'll cover paying off your house and financial planning for married couples.
 
For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-87-paying-off-your-house/

Episode #86: Attitude Of Gratitude

This time of year, we tend to discuss the attitude of gratitude. In the spirit of the season, we want to take time to be thankful.
For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-86-attitude-gratitude/

Episode #85: Headlines Featuring Scams And Market Crashes

On this edition of the podcast, Matt addresses scams that could attack your wealth and the question of whether a market crash could eat into your portfolio.
For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-85-scams-market-crashes/

Episode 84: Paradigm Shift

As we move from work to retirement, we experience a paradigm shift. Suddenly, we’re moving from wealth accumulation to income distribution. Matt explains.
For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-84-paradigm-shift/

Episode #83: Advising Is Problem-Solving

Many people think of financial advisors as money managers. In reality, advising is problem-solving. Matt gives examples of some of the puzzles he’s worked.
 
For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link:
http://www.smartmoneyquestions.com/podcastposts/episode-83-advising-problem-solving/

Episode #82: Soda Taxes And Fire

Soda taxes are causing folks in Seattle to rethink their purchases, and a new movement is helping millennials to retire early. Matt Explains.
For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-82-soda-taxes-fire/

Episode #81: Matt's Planning Process Part 02

People ask us what our retirement planning process looks like. Join us for part two of our series detailing one couple's journey through retirement.
For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-81-planning-process/