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Solving The Financial Puzzle

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Episodes

Ep #142: Budgets For People Who Hate Budgets

8/30/2018
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Budgets are tricky. If you struggle with managing your own, we’ve got a process to help you save and become aware of your spending habits. Click the link to receive your Retirement Rescue Toolkit:https://matsonandcuprill.leadpages.co/free-tax-toolkit/ Click the link for more in-depth reading in a recent blog post: https://matsonandcuprill.com/ep-142-budgets-for-people-who-hate-budgets/

Duration:00:24:46

Ep #141: In Defense of Debt

8/23/2018
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Debt can be your worst nightmare. However, with the proper knowledge, consideration, and caution, it can also be a valuable tool. Dan explains. Click the link to receive your Retirement Rescue Toolkit:https://matsonandcuprill.leadpages.co/free-tax-toolkit/ Click the link for more in-depth reading in a recent blog post: https://matsonandcuprill.com/ep-141-in-defense-of-debt/

Duration:00:22:58

Ep #140: Getting Old Stinks

8/16/2018
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Getting old can be tough. As you enter retirement, there are all sorts of difficulties you may face. Dan will help you plan a worry-free retirement. Click the link to receive your Retirement Rescue Toolkit:https://matsonandcuprill.leadpages.co/free-tax-toolkit/ Click the link for more in-depth reading in a recent blog post: https://matsonandcuprill.com/ep-140-getting-old-stinks/

Duration:00:17:03

Ep #139: Boring Is Beautiful

8/9/2018
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Boring is beautiful. On this edition of the podcast, we’ll explain why a boring portfolio brings stability in retirement. Click the link to receive your Retirement Rescue Toolkit:https://matsonandcuprill.leadpages.co/free-tax-toolkit/ Click the link for more in-depth reading in a recent blog post: https://matsonandcuprill.com/ep-139-boring-is-beautiful/

Duration:00:20:03

Ep #138: Get The Heck Out Of My House

7/26/2018
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If your kids are living in your house, this one’s for you. Learn why allowing your kids to live at home after college does way more harm than good. Click the link to receive your Retirement Rescue Toolkit:https://matsonandcuprill.leadpages.co/free-tax-toolkit/ Click the link for more in-depth reading in a recent blog post: https://matsonandcuprill.com/ep-138-get-out-of-my-house/

Duration:00:18:32

Ep #137: Dude, Where’s My Car?

7/19/2018
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Car buying is an art. Become a savvy shopper, and make wise decisions on your next trip to the dealership. Learn about buying versus leasing. Click the link to receive your Retirement Rescue Toolkit:https://matsonandcuprill.leadpages.co/free-tax-toolkit/ Click the link for more in-depth reading in a recent blog post: https://matsonandcuprill.com/ep-137-dude-wheres-my-car/

Duration:00:15:23

Ep #136: How To Leave Your Home

7/12/2018
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There are many reasons and methods for leaving your house for your kids after you pass away. Let’s go over what to do and what not to do in order to make the process as smooth as possible. Click the link to receive your Retirement Rescue Toolkit:https://matsonandcuprill.leadpages.co/free-tax-toolkit/ Click the link for more in-depth reading in a recent blog post: https://matsonandcuprill.com/ep-136-how-to-leave-your-home/

Duration:00:24:17

Episode 135: The Benefits Of Brain Damage

7/5/2018
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You probably did a double-take reading that podcast title. Let us explain. There’s a specific type of brain damage that eliminates someone’s ability to feel fear. Surprisingly, this disability has some interesting effects when it comes to that person’s investing behaviors. Dan will dive into the details of what we’re talking about.

Duration:00:18:21

Episode 134: The Index

7/5/2018
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Warren Buffett is a big fan of index funds and in this episode, Dan explains why exactly that is. He defines what index funds are, the different types of them and how they compare to actively managed or selective funds. Dan also talks about beating the market and why this concept is not as effective as people think it is. You can find show notes and more information by clicking here: https://bit.ly/2KaxSGc

Duration:00:16:09

Episode 133: Bond

7/5/2018
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No, Dan isn’t talking about James Bond this week – he’s talking all about financial bonds. He explains everything from the types of bonds there are to why bonds are providing a negative return rate this year (and why that’s not unusual). He also touches on the beauty of minimalism and how too many things cause stress and weigh you down. You can find show notes and more information by clicking here: https://bit.ly/2K6OMcj

Duration:00:18:15

Episode 132: Terrible Mistakes

5/24/2018
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There are plenty of mistakes that you could make in retirement. Dan will help you avoid tragedies that might otherwise strike your portfolio. Listen in to hear the top five money missteps he sees people make in retirement all the time. It might just save you a lot of headache—and cash—down the line. You can find show notes and more information by clicking here: http://bit.ly/2kq93uU

Duration:00:33:06

Episode 131: The Controversial Annuity

5/17/2018
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There’s a lot of controversy and conflicting opinions surrounding annuities. Dan breaks down how they work and what their pros and cons are. While this is one of the most controversial subjects in the world of personal finance, it really shouldn’t be. It’s a strategy, and whether or not it’s for you depends on your situation. Listen in to hear Dan’s balanced take on the subject. You can find show notes and more information by clicking here: http://bit.ly/2k5zjdN

Duration:00:37:09

Episode 127: Lessons From A Dying Dog

4/6/2018
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Dan has recently been witnessing the decline in health of his beloved pet dog. In this episode, he examines the situation and extrapolates its meaning to life in retirement. Listen in to hear the lessons Dan has learned from analyzing the personality changes of his pet, and how it all relates back to finances. Caution: If you’re a dog lover, you may find today’s episode to be a little emotional. Still, it’s worth a listen. You can find show notes and more information by clicking...

Duration:00:16:53

Episode 126: Working With The Right Advisor

3/8/2018
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You may be wondering if your advisor is the right fit for you. You may also be tempted to switch advisors based on various reasons. On this episode of Solving The Financial Puzzle, Dan details some signs of a good advisor, as well as the appropriate and inappropriate reasons for leaving one. You can find show notes and more information by clicking here: http://bit.ly/2oXkTiR

Duration:00:18:27

Episode 125: 401(k) FAQs

3/1/2018
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Many people have questions about their 401k options so if youre not sure how to navigate your 401k decision making, youre not alone. Dan has some great advice on how to get started with your 401k savings whether your employer is contributing or not. He discusses specific ways you can make wise decisions that save you money and stress in the future. You can find show notes and more information by clicking here: http://bit.ly/2GY6Lfy

Duration:00:14:23

Episode 124: Stock Market Update

2/15/2018
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There have been some volatile changes in the market recently so it’s time to analyze what’s going on and what you need to know. Dan talks about the falling prices and what they mean to you. He also shares some historical and psychological insight into how this volatility happens and how we can react to it wisely. You can find show notes and more information by clicking here: http://bit.ly/2BFPZm9

Duration:00:13:34

Episode 123: Listener Questions

2/2/2018
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On this episode of Solving The Financial Puzzle, Dan will be answering some of your questions and providing clarity on a few common worries and situations that effect your wallet. The questions are on a variety of topics from retirement, investments, savings, lump sums, merging 401ks, taxes and even international issues. There are some great questions from you guys that Dan has great answers and recommendations for. You can find show notes and more information by clicking here:...

Duration:00:18:39

Episode 122: In The News

2/2/2018
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—-more—-Recent headlines have been showing us a lot about what’s going on with the economy and what changes we may be able to expect with jobs and technology. Some changes are exciting and positive while other changes can be scary if they threaten job security. On this episode Dan takes a look at some of the top headlines from bonuses being given out to self-driving cars. He provides some clarity on how to see the big picture and how this should affect how you invest and pick your...

Duration:00:22:29

Episode 121: Financial Planning Myths

1/18/2018
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There are way too many myths surrounding investing that a surprising amount of people actually believe. Don’t be fooled by some of the so-called stock market knowledge that may be hurting you or people you know. On this episode Dan shares the top three myths that tend to confuse people and lead them in the wrong direction. You can find show notes and more information by clicking here: http://bit.ly/2DUnuiM

Duration:00:26:57

Episode 119: 2017 Tax Act

1/4/2018
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The tax act that was recently passed will be making a lot of changes to the United States’ tax code. Dan breaks down the many ways these new changes could affect you going forward.

Duration:00:09:30