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Episodes

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. or 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

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