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Episodes

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

Episode #70: The Retirement Process Is Uncomfortable

8/30/2018
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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/

Duration:00:15:30

Episode #69: Mailbag - Emergency Funds, Market Crashes, And Retirement Planning

8/23/2018
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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/

Duration:00:28:49

Episode #68: Avoid Costly Mistakes In Estate Planning

8/16/2018
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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/

Duration:00:15:41

Episode #67: What Financial Demographics Can Tell Us

8/9/2018
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Financial demographics and statistics are confusing, but they provide insight into financial planning. Find out what the data says about retirement today. For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-67-financial-demographics/

Duration:00:19:21

Episode #66: What To Do With Required Minimum Distributions

8/2/2018
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Required minimum distributions (RMDs) are an inevitable part of retirement, but what should you do with that money? Matt explains. For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-66-required-minimum-distributions/

Duration:00:16:18

Episode #65: Walter Buys A House

7/26/2018
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We’re shaking things up on the podcast. Learn about co-host Walter Storholt’s home-buying experience. Discover how buying a house relates to your finances. For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-65-walter-buys-house/

Duration:00:35:54

Episode #64: Health Insurance Options Before Medicare

7/19/2018
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Taking an early retirement can be a tempting offer, but there are some things to keep in mind before pulling the trigger. Since Medicare does not cover you until you turn 65, have you considered what your health insurance options are once you are no longer working? Matt will go over some coverage options to keep in mind before you are eligible for Medicare. For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link:...

Duration:00:14:06

Episode #63: Making Bad Financial Assumptions

7/12/2018
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Be careful of making assumptions about certain areas of retirement planning before you really know the facts. Some of these assumptions could be correct, but they could just as likely be wrong… For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-63-bad-financial-assumptions/

Duration:00:17:09

Episode #62: Side Thought. Tax Reform With Rich Swavely

7/5/2018
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Rich Swavely joins us for a casual conversation on taxes. We'll cover the good, the bad, and the ugly of recent tax reform in Washington. For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-62-tax-reform/

Duration:00:19:09

Episode #61: Things You Can't Control

6/28/2018
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In retirement planning, there are many things that are completely out of your control. Fortunately, the things that you can control allow you to deal with those things you can’t. For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-61-things-you-cant-control/

Duration:00:19:42

Episode #60: Legal Documents You Need In Your Retirement Plan

6/21/2018
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Legal documents are confusing and typically come with a lot of complex vocabulary. Matt sorts through the jargon and explains why they're so important. For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-60-legal-documents/

Duration:00:19:48

Episode #59: Getting Started: A Financial Plan's First Steps

6/14/2018
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Putting A financial plan together can be overwhelming. We'll show you how to take the first steps toward getting started. For detailed show notes, a corresponding blog post, and access to mentioned resources, click here.

Duration:00:20:24

Episode #58: What Are You Going To Do In Retirement?

6/7/2018
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Retirement planning requires more than financial preparation. Matt details why it's important to set personal goals in retirement. For detailed show notes, a corresponding blog post, and access to mentioned resources, click here.

Duration:00:11:54