Smart Money Questions

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.

You Got What?

We've all heard the phrase about having too many cooks in the kitchen. On this podcast, Matt tells us about a time a client revealed to him that they had four different financial advisors. It prompted Matt to say, "You got what?" He'll tell us why having that many advisors can lead you down the wrong path.

The Important Things You Should Know About 401k Rollovers

We often talk about the importance of not leaving a 401k with your old company after you no longer work there. Let’s explore some of the benefits of a 401k rollover, why you might want to move it to an IRA, what the tax implications are and some of the other essential things to consider.

Fear Of Running Out Vs Spending It

Matt gives us another solo podcast. This time, his thoughts are on how to ensure a worry-free retirement where someone can spend for their lifestyle without fear of running out of money.