Recent Podcasts from Admin


March 29, 2025 - Money Matters Podcast

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

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March 22, 2025 - Money Matters Podcast

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

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March 15, 2025 - Money Matters Podcast

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

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SPECIAL EPISODE - Money Matters Podcast

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

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March 8, 2025 - Money Matters Podcast

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

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March 1, 2025 - Money Matters Podcast

Bearish Market Sentiment, Life Insurance with LTC Benefits, and Smart Tax Moves for the Wealthy

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February 22, 2025 - Money Matters Podcast

The impact of politics and taxes on your IRA and 401(k), why wealth goes beyond money, and the 4 pillars of a successful financial life.

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February 15, 2025 - Money Matters Podcast

Tax-efficient investing, smart pension decisions, direct indexing strategies, and costly financial mistakes.

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February 8, 2025 - Money Matters Podcast

Tariffs and investing, 401(k) & 457 plans, smart rollover tax strategies, and insurance protection.

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February 1, 2025 - Money Matters Podcast

401(k) catch-up contributions, inherited IRAs, annuity tricks, and a Roth conversion strategy.

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