Smart Money Questions

The Financial Lies We Tell Ourselves

You know it’s not a good thing to lie to yourself in any aspect of life. So, let’s “keep it real” and go over some of the common financial lies we tell ourselves and explore why it’s dangerous to approach retirement planning with these mindsets.

Carrie's Question: What's Going To Happen To Tax Rates?

Carrie in Florida asks, "What’s going to happen with tax rates in the future? I’ve always assumed they’ll be going up for the rest of my life, but now I’m thinking maybe they’ll go down given recent decisions at the White House. What do you think?" We'll attempt to answer her question and give you some other things to think about when it comes to tax planning and retirement.

Mailbag: How To Invest Through Retirement And How To Handle Lump Sums

Many of the smart money questions that we feature on the show are from our very own listeners. On this episode, Matt will answer some listener questions about longevity planning, handling lump sums, and more.

In the News: Big Box Retail, Bonuses, And Robots

Let’s look at some recent headlines to see how the news might impact you in the short and long term. We’ll cover news about big box retail struggles, bonuses getting handed out left and right, plus robots! Who doesn’t like talking about robots, right?

Stress And Retirement

Psychologists have determined that retirement is the 10th most stressful event that you can experience in life. The events on the list that are considered more stressful include things like the death of a spouse, divorce, and going to jail. Let’s look at the ways to proactively deal with stress in retirement…

Why Your Excuses For Questionable Decisions Don't Hold Water

Very often, we hear people try to make excuses or explain away some of their questionable financial decisions. Let’s talk about why these excuses usually don’t hold water.

Storytime: Wow, You're Old Now

Let’s hear about a client who has lived to an advanced age, but they’re still in good shape financially, due in part to the great financial plan they have in place.

Mailbag: Age Gaps, Rental Property, Too Conservative

We'll ring in 2018 by answering your questions about age gaps, investing too conservatively, and what to do with an old rental property. Matt also has details about some upcoming events at the brand new office in Westchester. Plus, Walter reminisces on his days as a chocolate festival emcee. You won't want to miss the first episode of the year.

Common 401k Questions

A lot of Americans have 401k accounts. Let’s cover some of the common questions we get from 401k owners. You probably have some of these questions on your mind anyway. Oh, and this advice generally applies if you have a 403b or similar type of account, too.

Financial Santa Claus

In the spirit of the holiday season, let’s pretend that Santa Claus is filling up the stockings of retirees and pre-retirees with useful financial resources. But you can only fit 6 items into the stocking. Which 6 would you choose?