Smart Money Questions

Story Time: In The Nick Of Time

Occasionally, someone meets with an advisor just in the nick of time. Let’s hear about a time a client was about to make a bad financial mistake, but it was averted because of meeting with Matt.

Mailbag: Nursing Homes, Roths, and Hating Advisors

Let's answer your questions about nursing home planning strategies, Roth conversions, and what to do if you hate every financial advisor you meet.

Retirement's New Paradigm

Understand a new paradigm in today's retirement landscape - Debt. Learn why it's become a pervasive problem in retirement and how you can handle the different debt issues you might have to navigate.

Mailbag: LTC, LSPs, Metals

Answering your questions about long term care, TSP accounts, working with an advisor for the first time and whether it'd be wise to dump all your money into precious metals.

Quiz Your Advisor

There’s no such thing as a dumb question. So, let’s explore some of the questions you should ask a potential advisor, or even your current advisor (assuming you haven’t asked them these things before).

Reaping Rewards For Financial Sacrifice

It can be difficult to make financial sacrifices when the reward for doing so might not be seen until several years in the future. Let’s talk about some of the situations where you might be inclined to take the immediate benefit, but you should really consider the delayed benefit.

Mailbag

Matt answers listener questions about pensions, lack of advice, long-term care, and market growth.

The Un-Asked Financial Questions

Lots of people have questions about their retirement, but most people should be asking other questions that they don’t even know to ask. Let’s break down the “un-asked questions” of the financial world

Required Minimum Distributions

A lot of people aren’t clear on why RMDs exist. Let’s clear up the confusion and talk about the proper ways to handle RMDs and how you should be planning for them.

Are You Ready For Retirement?

We help you figure out how prepared you are for retirement.