Recent Podcasts
May 2, 2026 - Money Matters Podcast
How to Reduce Taxes in Retirement & Protect Your Kids’ Inheritance
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April 25, 2026 - Money Matters Podcast
Beyond Index Funds: Advanced Tax Strategies, Direct Indexing & Smart Trust Planning
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April 18, 2026 - Money Matters Podcast
Concentrated Stock Positions: How to Avoid Big Taxes
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April 11, 2026 - Money Matters Podcast
Can I Retire With $5 Million? Planning the Next Chapter
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April 4, 2026 - Money Matters Podcast
Tax Strategies for Larger Portfolios: Direct Indexing, Estate Planning & What to Avoid
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March 28, 2026 - Money Matters Podcast
Roth Conversion Strategy, Tax Planning and Wealth Transfer for High Net Worth Investors
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February 28, 2026 - Money Matters Podcast
Roth vs. 401(k), HSA Withdrawal Strategy & Pension Rollover Advice for $2M–$10M Portfolios
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