Smart Money Questions

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/

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/
 

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/

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/

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/
 

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/

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/
 

The retirement planning process is uncomfortable. Find out why it’s uncomfortable, and discover what you can do assuage your angst.
For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-70-retirement-process-uncomfortable/

We'll feature your listener questions from the Mailbag on emergency funds, market crashes, and the retirement planning process.
For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-69-mailbag-emergency-funds-market-crashes-planning/

Costly mistakes in your estate plan, specifically the passing of your qualified retirement accounts, are avoidable. Learn how, and prevent a headache.
For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-68-avoid-costly-mistakes/