Smart Money Questions

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.

Mailbag Questions

Matt answers listener questions about 401(k)s, CDs, insurance, and social security.

Universal Retirement Truths

We'll share with you some MOSTLY universal retirement truths.

Common Planning Complaints

Learn the common planning complaints we hear from clients on a regular basis. 

Are 401(k) Plans Right For You?

A 401(k) is a great investing tool, but is it the right fit for you? Find out on this edition of Smart Money Questions. 

Mailbag

We'll take your listener questions on early retirement packages, mortgages and retirement, and whether inconsistent communication with your financial advisor is problematic. 

The Financial Draft

With the football preseason already unfolding, let's hold a financial draft. Learn about the different "players" you should have in your portfolio. 

Social Security Myths

We'll debunk some of the myths about social security.