Money Matters Podcast

Tax-Loss Harvesting, Smart Business Sale Planning, Direct Indexing, and Lump-Sum Strategies

A Couple’s Investment Dispute, Market Risks from AI and Politics, and the Caller Who Wants to Retire Early

Avoiding Pension Mistakes, Finding Lost Retirement Money, and SPAC Investment Dangers

Volatility, Opportunity, and Strategy: Guiding Investors Through Uncertainty

Tariffs and Your Portfolio, Unwinding Concentrated Stock, and Knowing When You Can Retire

Managing Inheritances, RMD & Roth Conversion Strategies, and Small Financial Adjustments for Big Future Gains

Navigating Uncertain Markets, Direct Indexing, Tax-Loss Harvesting, & Roth Conversions

A Lake House Investment Dilemma, a College Savings Oversight, and a Complex Estate Planning Journey

SPECIAL EPISODE: Market Volatility Update - What Investors Need to Know Now

Tariffs and Inflation on Investments, Smart Real Estate Moves, and Roth Strategies