Smart Money Questions

Episode #80: Matt's Planning Process Part 01

People ask us what our retirement planning process looks like. Join us on a two-part series as we detail one couple's seven year 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-80-matts-planning-process-part-01/

Episode # 79: Mailbag - Self-Directed IRAs & The Landlord Game

 We'll answer your questions and determine whether you should get into the landlord game. We'll also examine whether you should open a self-directed IRA.
For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-79-landlord-game/

Episode #78: Maggie's Story

We're dropping "Money" from the show today and calling it Smart Questions. Matt shares Maggie's story about his wife's life-altering trip to the hospital.
 For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link:  http://www.smartmoneyquestions.com/podcastposts/episode-78-maggies-story/

Episode #77: If Only I'd Met You Sooner!

Matt tells us about times clients have said they wish they'd met him sooner. He'll detail how doing so could've spared them a major headache.
For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-77-if-only-id-met-you-sooner/

Episode #76: How The New Tax Code Affects Me

We've talked for months about the tax code changes. Join us as we outline how these changes will affect your personal finances.
For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-76-new-tax-code/
 

Episode #75: Early Retirement Complications

Retiring early is a tempting goal, but it's not without complications. Matt offers insight into overcoming the challenges presented by an early retirement.
For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-75-early-retirement/

Episode #74: Letter From The IRS

Learn what to do when you receive an ominous letter from the IRS. If the IRS is asking you for additional money, consider your options.
For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-74-letter-from-the-irs/

Episode #73: More Than Just Investments

Your retirement plan should consist of more than a collection of investments. Discover the different planning elements that make for a sound retirement.
For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-73-more-than-just-investments/
 

Episode #72: RVs, Traveling, Remodeling, Credit Card Rewards

Matt explains how to get the most out of your credit card purchases and apply your rewards toward traveling and other big ticket items.
For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-72-rvs-traveling-remodeling-credit-card-rewards/

Episode #71: Sales Pitch Versus Planning

Discover the difference between an advisor who offers you a sales pitch and one who engages in a truly comprehensive planning process.
For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-71-sales-pitch-versus-planning/