Recent Podcasts from Admin


September 13, 2025 - Money Matters Podcast

Choosing the Right Financial Advisor: Retirement, Social Security, and Your Family’s Future

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September 6, 2025 - Money Matters Podcast

Capitalism, Roth Strategies, Tax-Efficient Giving, and Retirement Peace of Mind

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August 30, 2025 - Money Matters Podcast

Taxes, Direct Indexing in Real Life, and Pensions: Smarter Strategies for Retirement Wealth

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August 23, 2025 - Money Matters Podcast

Taxes, Direct Indexing, and Concentrated Stock Diversification Strategies for Smarter Wealth Planning

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August 16, 2025 - Money Matters Podcast

Smart Retirement Planning Strategies: Roth Conversions, Social Security Timing, and Income Gaps Explained

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August 9, 2025 - Money Matters Podcast

Bitcoin Business Pivots, Millionaire Anxiety, New 529 Rules, and Insurance Pitfalls

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August 2, 2025 - Money Matters Podcast

Estate Planning, Investment Strategies & Retirement Timing: Your Money Questions Answered

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July 26, 2025 - Money Matters Podcast

Millionaires and Roth Conversions, Midlife Money Moves, and Private 401(k) Investments

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July 19, 2025 - Money Matters Podcast

Values-Based Investing, Retirement Risks, and the $10 Million Exit Strategy

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July 12, 2025 - Money Matters Podcast

Early Career Savings, Midlife Maximization, and the Impact of Tariffs

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