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Episodes

Episode #90: Relocating In Retirement

1/17/2019
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Many couples look to relocate or downsize in retirement. Relocating can be beneficial, but it presents questions you'll need to answer before you move. For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://smartmoneyquestions.com/podcastposts/episode-90-relocating-retirement/

Duration:00:14:36

Episode #89 Understanding Risk Tolerance

1/10/2019
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Risk tolerance is a buzzword you often hear in the financial industry. It's important to understand what it is and how it applies to you as an investor. For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-89-understanding-risk-tolerance/

Duration:00:27:22

Episode #88: Market Volatility & Risk

1/3/2019
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There's a conversation Matt has with clients all the time. It's about market volatility. It's one of the most important things to grasp and understand as you prepare for retirement. On this episode, Matt will recount one of those recent conversations with a couple that came into his office, some of the questions they asked and how ultimately they were able to achieve more comfort with their financial plan. Show notes for this episode:...

Duration:00:15:08

Episode #87: Mailbag - Paying Off Your House

12/27/2018
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Join us as we feature your email questions. We'll cover paying off your house and financial planning for married couples. For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-87-paying-off-your-house/

Duration:00:25:02

Episode #86: Attitude Of Gratitude

12/20/2018
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This time of year, we tend to discuss the attitude of gratitude. In the spirit of the season, we want to take time to be thankful. For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-86-attitude-gratitude/

Duration:00:11:52

Episode #85: Headlines Featuring Scams And Market Crashes

12/13/2018
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On this edition of the podcast, Matt addresses scams that could attack your wealth and the question of whether a market crash could eat into your portfolio. For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-85-scams-market-crashes/

Duration:00:29:27

Episode 84: Paradigm Shift

12/6/2018
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As we move from work to retirement, we experience a paradigm shift. Suddenly, we’re moving from wealth accumulation to income distribution. Matt explains. For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-84-paradigm-shift/

Duration:00:22:05

Episode #83: Advising Is Problem-Solving

11/29/2018
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Many people think of financial advisors as money managers. In reality, advising is problem-solving. Matt gives examples of some of the puzzles he’s worked. For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-83-advising-problem-solving/

Duration:00:34:19

Episode #82: Soda Taxes And Fire

11/22/2018
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Soda taxes are causing folks in Seattle to rethink their purchases, and a new movement is helping millennials to retire early. Matt Explains. For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-82-soda-taxes-fire/

Duration:00:28:07

Episode #81: Matt's Planning Process Part 02

11/15/2018
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People ask us what our retirement planning process looks like. Join us for part two of our series detailing one couple's journey through retirement. For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-81-planning-process/

Duration:00:19:47

Episode #80: Matt's Planning Process Part 01

11/8/2018
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People ask us what our retirement planning process looks like. Join us on a two-part series as we detail one couple's seven year journey through retirement. For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-80-matts-planning-process-part-01/

Duration:00:20:10

Episode # 79: Mailbag - Self-Directed IRAs & The Landlord Game

11/1/2018
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We'll answer your questions and determine whether you should get into the landlord game. We'll also examine whether you should open a self-directed IRA. For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-79-landlord-game/

Duration:00:20:27

Episode #78: Maggie's Story

10/25/2018
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We're dropping "Money" from the show today and calling it Smart Questions. Matt shares Maggie's story about his wife's life-altering trip to the hospital. For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-78-maggies-story/

Duration:00:22:45

Episode #77: If Only I'd Met You Sooner!

10/18/2018
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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/

Duration:00:15:46

Episode #76: How The New Tax Code Affects Me

10/11/2018
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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/

Duration:00:13:47

Episode #75: Early Retirement Complications

10/4/2018
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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/

Duration:00:15:31

Episode #74: Letter From The IRS

9/27/2018
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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/

Duration:00:14:41

Episode #73: More Than Just Investments

9/20/2018
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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/

Duration:00:28:54

Episode #72: RVs, Traveling, Remodeling, Credit Card Rewards

9/13/2018
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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/

Duration:00:17:56

Episode #71: Sales Pitch Versus Planning

9/6/2018
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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/

Duration:00:31:24