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Episodes

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 RMDs

8/2/2018
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Are you prepared for you RMDs? If you don’t need the cash, there are plenty of options at your disposal regarding what to do with the money. Matt will detail a case study of when he helped a couple that didn’t know what to with their RMD money.

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

Mailbag: Office Buildings, Whole Life, Financial Empowerment

5/31/2018
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Some great mailbag questions this week. Saul in Florida wants to know if he should sell off his office building and invest the assets. Marie in Pennsylvania is curious if three whole life policies is too much. Hank in Texas wants to know if he should put all his money in Roth from now on. And Samantha in Maryland’s mom has a lot of money at her disposal. But she has no confidence to spend any of it. How can she feel more empowered to use the money without losing it or wasting it? Matt has...

Duration:00:23:12

You Got What?

5/24/2018
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We’ve all heard the phrase about having too many cooks in the kitchen. On this podcast, Matt tells us about a time a client revealed to him that they had four different financial advisors. It prompted Matt to say, “You got what?” He’ll tell us why having that many advisors can lead you down the wrong path.

Duration:00:11:46

The Important Things You Should Know About 401k Rollovers

5/17/2018
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We often talk about the importance of not leaving a 401k with your old company after you no longer work there. Let’s explore some of the benefits of a 401k rollover, why you might want to move it to an IRA, what the tax implications are and some of the other essential things to consider.

Duration:00:19:13

Fear Of Running Out Vs Spending It

5/10/2018
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Matt gives us another solo podcast. This time, his thoughts are on how to ensure a worry-free retirement where someone can spend for their lifestyle without fear of running out of money.

Duration:00:10:43

Mailbag: IRA Losses, Unemployed Conversions, Severance, “Financial Guys”

5/3/2018
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The mailbag is full of good questions this week. Two of them touch on IRA issues. One person is concerned about recent losses in their portfolio while another is trying to figure out if now’s the time to do a Roth conversion while in between careers. Bill might get to stop working a year early. Should he? And a great question from Kent. Should he push his friend in the pool for the financial advice he recently gave him?

Duration:00:20:40

Side Thought: Should You Pay Off A Mortgage With An IRA?

4/26/2018
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Is it possible to pay off your mortgage with the balance of your IRA? Is it wise? Matt talks about a recent situation where this idea was broached. He’ll seek to take the emotion out of the conversation and approach the conversation from a logical perspective.

Duration:00:12:22

Helping Out With Parents

4/19/2018
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Matt shares a personal story about having to help his parents through a difficult time. He’ll also tell us about some of the scenarios his clients have faced over the years and offer you some ideas on how to best prepare for tough situations you and your parents might face.

Duration:00:14:19

April: National Distracted Investor Awareness Month

4/12/2018
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They say these days that there’s a holiday of every day of the year. It’s kind of true. In fact, the month of April, for example, is home to Bowel Cancer Awareness Month, Fresh Florida Tomato Month, Fresh Celery Month, Multiple Birth Awareness Month and National Soft Pretzel Month (sorry hard pretzels, you guys have to wait until the overall National Pretzel Month in October). What does all this have to with finances? Well, April is also National Distracted Driving Awareness Month, which...

Duration:00:21:59

Mailbag: Downsizing, Big vs. Small Companies, And Forced Budgeting

4/5/2018
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Great questions on the podcast this week from Mark, Lynne and Carrie. Mark has questions about how to properly finance the decision to downsize to a smaller house. Lynne is wondering about working with big financial companies vs. independent advisors. And Carrie says an advisor is forcing her and her husband to live on a budget. It’s a requirement for them to work together. She wants to know if that’s normal and if Matt has seen other examples like this where advisors place certain “rules”...

Duration:00:21:13