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Solving The Financial Puzzle

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Episodes

Ep #151: Meet the Parkers: A Case Study for Whether or Not You Need an Advisor

9/1/2019
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We get the question quite a lot about whether someone needs a financial advisor so Dan Cuprill shares a real-life example of a couple he worked with to provide a case study for how the process plays out. We’ll call them the Parkers, and we’ll walk through their first meeting, goals, needs, and how we decided they were a fit for an advisor.----more---- Today's show: 0:50 – Why it’s so important to have a plan and why we’re talking about that on this episode. 3:03 – Why I don’t off my...

Duration:00:31:01

Ep #150: I’m Dead, Now What? Preparing Yourself for Estate Planning

8/1/2019
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No one wants to think about death but thinking about how your assets will be handled when you’re gone is a necessary part of life. Effective estate planning can leave you in control of your hard-earned money and investments, but it can also make the process clear and efficient for your heirs. Using the checklist provided today will help you make all the considerations you need for your estate plan. Read more about this topic and see the show notes here. ----more---- Take a look at the...

Duration:00:25:22

Ep #149: Social Insecurity: What You Need to Consider When Filing for Social Security

7/11/2019
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Social Security benefits can be a valuable source of income when you reach retirement but deciding when to file can be difficult to determine. Should you start receiving your check at age 62 or hold out for a larger sum at age 70? We consider all of these factors and explain what you need to know on this episode. Read more on this topic and see the show notes here. Click the link to receive your Retirement Rescue Toolkit: https://matsonandcuprill.leadpages.co/free-tax-toolkit/ Here's a...

Duration:00:12:10

Ep #148: Stupid Questions?

5/16/2019
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"There are no stupid questions, just the stupid people who ask them." That famous quote speaks to the heart of this edition of the podcast. Join us as we seek to educate you about the financial world and answer five of the most popular financial questions we receive on a regular basis. Don't worry, these are actually pretty complex questions. Click the link to receive your Retirement Rescue Toolkit: https://matsonandcuprill.leadpages.co/free-tax-toolkit/ Click the link for more in-depth...

Duration:00:24:35

Ep #147: The Bern Is Back

3/6/2019
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The Bern is back, and it seems the self-avowed Socialist movement is on the rise. Join us as we unpack why managed economies simply won't ever work. 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/the-bern-is-back/

Duration:00:14:38

Ep #146: Dealing With Death

2/1/2019
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Nobody likes to think about dying, but death is an inevitable reality. Discover what you need to do to make sure you loved ones are cared for when you die. 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-146-dealing-with-death/

Duration:00:24:46

Ep # 145: The Right Reasons To Hire A Financial Advisor

12/20/2018
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You probably have several reasons for choosing one advisor over another, but are they the right reasons? Discover why you should hire a particular advisor. 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-145-the-right-reasons-to-hire-a-financial-advisor/

Duration:00:21:54

Ep # 144: Dealing With Disappointment

11/14/2018
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Don't let disappointment get in the way of your investing strategy. Dan shares with us how to stay the course amidst economic and political upheaval. 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-144-disappointment/

Duration:00:37:59

Ep #143: Your Portfolio Stinks

10/18/2018
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Face it. Your portfolio stinks. It’s probably not invested as well as you think, but don’t worry, we’ve got a solution for you. 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-143-your-portfolio-stinks/

Duration:00:26:53

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

Ep #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. 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...

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