Smart Money Questions
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Listener Questions: Diversification, Retirement Savings & More
25 mins; May 21, 2020
Be Aware of the Latest Frauds
22 mins; May 07, 2020
What You Need to Know About the CARES Act
16 mins; April 16, 2020
Staying Financially Sane During This Crisis
25 mins; April 02, 2020
Paying For College In Retirement
28 mins; March 19, 2020
Coronavirus and Protection Of Assets For Long Term Care
21 mins; March 05, 2020
Downsizing, Old Policies & Portfolio Options
24 mins; February 20, 2020
How To Account For Emotions In Your Financial Plan
22 mins; February 06, 2020
Changes To Retirement Planning
25 mins; January 16, 2020
Establishing Residency In A New State, Pension Problems & Consolidating Accounts
27 mins; January 02, 2020
Understanding Property and Casualty Insurance with Ted Wolfer
32 mins; December 19, 2019
3 Listener Questions About Investing, 401k, and Retirement
22 mins; December 05, 2019
Teaching Children Lessons About Money with John Lanza
28 mins; November 21, 2019
Want to Know How We’re Investing Our Money?
23 mins; November 07, 2019
Incorporating Giving Into Your Retirement Plan with Arlene Cogen
32 mins; October 17, 2019
Financial Questions You Need to Ask Before Getting Remarried Later in Life
23 mins; October 03, 2019
So When is the Next Market Crash Happening?
19 mins; September 19, 2019
Empowering Women in Financial Planning
21 mins; September 05, 2019
3rd and 4th Quarter Financial To-Do List
21 mins; August 15, 2019
Understanding Tax Laws Can Help You With Investing Decisions
17 mins; August 01, 2019
Unasked Questions About The Stretch IRA
20 mins; July 18, 2019
Early Retirement, NOT In A Lower Tax Bracket, & Defining Your Financial Security
30 mins; July 03, 2019
Adam Quiney On Your Relationship With Money
28 mins; June 20, 2019
SECURE Act & Gifting vs. Inheriting
26 mins; June 06, 2019
Roth IRA Follow Up And Inheriting Something I Don't Want
23 mins; May 16, 2019
Roth IRA Contribution Limits And Other Questions
25 mins; May 02, 2019
Estate Planning Essentials: Beneficiary Forms And Legal Documents
17 mins; April 18, 2019
What's The Value Of An Advisor?
25 mins; April 04, 2019
Julie's Story - A Client's Perspective
13 mins; March 21, 2019
Mailbag: Savings, Roth or Traditional IRA, College Planning
22 mins; March 07, 2019
Episode #93: Harlan Accola - Behind The Curtain of Reverse Mortgages
38 mins; February 21, 2019
Episode #92: What The Rich DON'T Do With Their Money
12 mins; February 07, 2019
Episode #91: Mailbag - Social Security, Inherited Stocks, Market Recessions
28 mins; January 24, 2019
Episode #90: Relocating In Retirement
14 mins; January 17, 2019
Episode #89 Understanding Risk Tolerance
27 mins; January 10, 2019
Episode #88: Market Volatility & Risk
15 mins; January 03, 2019
Episode #87: Mailbag - Paying Off Your House
25 mins; December 27, 2018
Episode #86: Attitude Of Gratitude
11 mins; December 20, 2018
Episode #85: Headlines Featuring Scams And Market Crashes
29 mins; December 13, 2018
Episode 84: Paradigm Shift
22 mins; December 06, 2018
Episode #83: Advising Is Problem-Solving
34 mins; November 29, 2018
Episode #82: Soda Taxes And Fire
28 mins; November 22, 2018
Episode #81: Matt's Planning Process Part 02
19 mins; November 15, 2018
Episode #80: Matt's Planning Process Part 01
20 mins; November 08, 2018
Episode # 79: Mailbag - Self-Directed IRAs & The Landlord Game
20 mins; November 01, 2018
Episode #78: Maggie's Story
22 mins; October 25, 2018
Episode #77: If Only I'd Met You Sooner!
15 mins; October 18, 2018
Episode #76: How The New Tax Code Affects Me
13 mins; October 11, 2018
Episode #75: Early Retirement Complications
15 mins; October 04, 2018
Episode #74: Letter From The IRS
14 mins; September 27, 2018
Episode #73: More Than Just Investments
28 mins; September 20, 2018
Episode #72: RVs, Traveling, Remodeling, Credit Card Rewards
17 mins; September 13, 2018
Episode #71: Sales Pitch Versus Planning
31 mins; September 06, 2018
Episode #70: The Retirement Process Is Uncomfortable
15 mins; August 30, 2018
Episode #69: Mailbag - Emergency Funds, Market Crashes, And Retirement Planning
28 mins; August 23, 2018
Episode #68: Avoid Costly Mistakes In Estate Planning
15 mins; August 16, 2018
Episode #67: What Financial Demographics Can Tell Us
19 mins; August 09, 2018
Episode #66: What To Do With Required Minimum Distributions
16 mins; August 02, 2018
Episode #65: Walter Buys A House
35 mins; July 26, 2018
Episode #64: Health Insurance Options Before Medicare
14 mins; July 19, 2018
Episode #63: Making Bad Financial Assumptions
17 mins; July 12, 2018
Episode #62: Side Thought. Tax Reform With Rich Swavely
19 mins; July 05, 2018
Episode #61: Things You Can't Control
19 mins; June 28, 2018
Episode #60: Legal Documents You Need In Your Retirement Plan
19 mins; June 21, 2018
Episode #59: Getting Started: A Financial Plan's First Steps
20 mins; June 14, 2018
Episode #58: What Are You Going To Do In Retirement?
11 mins; June 07, 2018
Mailbag: Office Buildings, Whole Life, Financial Empowerment
23 mins; May 31, 2018
You Got What?
11 mins; May 24, 2018
The Important Things You Should Know About 401k Rollovers
19 mins; May 17, 2018
Fear Of Running Out Vs Spending It
10 mins; May 10, 2018
Mailbag: IRA Losses, Unemployed Conversions, Severance, "Financial Guys"
20 mins; May 03, 2018
Side Thought: Should You Pay Off A Mortgage With An IRA?
12 mins; April 26, 2018
Helping Out With Parents
14 mins; April 19, 2018
April: National Distracted Investor Awareness Month
21 mins; April 12, 2018
Mailbag: Downsizing, Big vs. Small Companies, And Forced Budgeting
21 mins; April 05, 2018
Mailbag: International Conflicts, College Loans, Lots of Little 401ks, And When To Finally Meet With An Advisor
26 mins; March 29, 2018
His And Hers Retirement Planning
18 mins; March 22, 2018
Storytime: Collaborating With Other Pros
22 mins; March 15, 2018
Mailbag: Home As A Retirement Plan And Spousal Dispute Questions
20 mins; March 08, 2018
Chocolate, Thunderstorms, Mortgages, And Target Date Funds
23 mins; March 01, 2018
The Financial Lies We Tell Ourselves
21 mins; February 22, 2018
Carrie's Question: What's Going To Happen To Tax Rates?
14 mins; February 15, 2018
Mailbag: How To Invest Through Retirement And How To Handle Lump Sums
17 mins; February 08, 2018
In the News: Big Box Retail, Bonuses, And Robots
17 mins; February 01, 2018
Stress And Retirement
17 mins; January 25, 2018
Why Your Excuses For Questionable Decisions Don't Hold Water
27 mins; January 18, 2018
Storytime: Wow, You're Old Now
19 mins; January 11, 2018
Mailbag: Age Gaps, Rental Property, Too Conservative
24 mins; January 04, 2018
Common 401k Questions
10 mins; December 28, 2017
Financial Santa Claus
17 mins; December 21, 2017
Mailbag: Early Medicare, Tightwads, New Cars & Divorce At Retirement
12 mins; December 14, 2017
Financially Savvy Grandparenting: Part 2
20 mins; December 07, 2017
Financially Savvy Grandparenting: Part 1
16 mins; November 30, 2017
Story Time: In The Nick Of Time
9 mins; November 21, 2017
Mailbag: Nursing Homes, Roths, and Hating Advisors
13 mins; November 16, 2017
Retirement's New Paradigm
15 mins; November 09, 2017
Mailbag: LTC, LSPs, Metals
17 mins; November 02, 2017
Quiz Your Advisor
18 mins; October 26, 2017
Reaping Rewards For Financial Sacrifice
15 mins; October 19, 2017
Mailbag
16 mins; October 12, 2017