Solving the Financial Puzzle

Comprehensive planning takes care of every aspect of retirement, but without it there are areas that could quickly become a calamity. Today we’ll identify five key areas where people don’t pay enough attention and end up flirting with disaster. Read more and get additional financial resources here: https://www.moneyandclarity.com/2021/04/ep-163-flirting-with-financial-disaster/ What we discuss on this episode: 2:24 – Out of date legal documents 7:21 – Incorrect beneficiaries 10:15 –...

If you’re getting prepared to file your 2020 taxes and looking ahead to the changes that might be coming this year and beyond, we’ll run through some of the key items from a very unique and challenging last 12 months. Read more and get additional financial resources here: https://www.moneyandclarity.com/2021/02/ep-162-tax-tips-for-2021/ What we discuss on this episode: 1:45 – Stimulus payments 5:31 – Tax brackets 7:55 – Extra deductions for charity 10:36 – Required Minimum...

As we kick of the new year, let’s talk about what statistics tell us about retirement. We found five specific stats that will surprise you and make you realize that financial planning needs to be a priority in 2021. Read more and get additional financial resources here: https://www.moneyandclarity.com/2021/01/ep-161-5-important-retirement-statistics-worth-your-time/ What we discuss on this show: 1:51 – Have clients been nervous about the start to 2021? 3:10 – Breaking down five...

Dan Cuprill is back on the show today to help us sort out the economic impact the election will have as we move into a new year. With talk of the Green New Deal, student debt forgiveness, and tax changes, we’ve gotten a lot of questions about what’s next for investors. Today we’ll try to ease your mind and provide some clarity. Read more and get additional financial planning resources: https://www.moneyandclarity.com/2020/12/ep-160-economic-outlook-following-the-election/ What we...

Much like technology becomes outdated each year, retirement planning strategies begin to lose their effectiveness over time. Today we’ll look at five different planning ideas that have been used quite a bit before but might not have the same impact in today’s economy and market conditions. Read more and get additional financial resources here: https://www.moneyandclarity.com/2020/09/ep-159-obsolete-retirement-planning-ideas/ What we discuss on this show: 3:09 – Let’s start with the 4%...

Like it or not, there are certain financial challenges that women are more prone to face. Why is that? What can you do about it? Read more and get additional financial resources here: https://www.moneyandclarity.com/2020/08/ep-158-what-financial-challenges-do-women-face-more-often/ On today's show: 1:06 - What financial issues are particularly challenging for women? 1:47 - What level of engagement do most women have in their financial plan? 4:06 - Why do so many retired women find...

We often find that people are clinging to certain ideas or beliefs that end up giving them a sense of false hope about their retirement. It’s a dangerous position to be in. Let’s explore some of the faulty thinking that ultimately leaves people underprepared for retirement. Read more and get additional financial resources here: https://www.moneyandclarity.com/2020/07/ep-157-retirement-ready-are-you-clinging-to-false-hope/ Today's show schedule: 0:56 – How’s life in Ohio right...

Maybe you know you need to contribute somewhere or you’ve always contributed to a traditional IRA but have been wondering about the Roth. Nikki explains the similarities and differences between the two and explains the long-term benefits. Show Notes & Resources: https://www.moneyandclarity.com/?p=27798 Timestamps: 1:11 - Nikki shares what her family is up to. 2:39 - There are a lot of differences between the traditional and Roth IRA. 4:00 - When you pay taxes on the Roth IRA and why...

As investors, we’re always looking out ahead towards our goals in retirement so we’re constantly striving to move forward. But doing that can lead to us forgetting about the importance of managing what we already have. Let’s look at the important assets in our portfolio that might get overlooked and why it’s important to be evaluating your positions. Read more and get additional financial resources here:...

Over the past month, we’ve seen financial markets react to potential economic fallout from the coronavirus pandemic and it’s happened at an unprecedented pace. But how surprised should we be by this significant reaction? Dan Cuprill joins the show as we talk about the lessons we’ve learned from history, what this latest crash has taught us, and where we might go from here financially. Read more and get additional resources here: http://moneyandclarity.com Today's rundown: 0:46 – We’re...

No one could predict how much of an impact the coronavirus would have on the market, but it’s been a rough month for everyone. Nikki will share her thoughts on this unprecedented time and talk about the conversations they’re having around the office. With all the speculation and uncertainty, now is a great time to revisit the financial truths that should be guiding your financial planning. Read more and get additional resources here:...

After a short break, the podcast is back with some news! Dan Cuprill has handed the baton to Nikki Earley and she’s taking over the show moving forward. Today we’ll introduce you to the Certified Financial Planner and get to know who she away from the office. We’ll also talk about the future of the show as we make the transition to a new host. Check out the show notes and get additional resources here:...

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...

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...

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...

"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...

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/

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/

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/

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/