Recent Podcasts from Admin


May 24, 2025 - Money Matters Podcast

401(k) Catch-Up Contributions, Inherited IRA Rules, Annuity Strategies, and Roth Conversion Tips

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May 17, 2025 - Money Matters Podcast

Trustee Mistakes, Real Estate Math, Crypto Moves, and Tax-Savvy Giving

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May 10, 2025 - Money Matters Podcast

April Market Swings, Real-Life Financial Questions Answered, and Investing with Purpose

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May 3, 2025 - Money Matters Podcast

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

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April 26, 2025 - Money Matters Podcast

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

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April 19, 2025 - Money Matters Podcast

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

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April 12, 2025 - Money Matters Podcast

Volatility, Opportunity, and Strategy: Guiding Investors Through Uncertainty

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April 5, 2025 - Money Matters Podcast

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

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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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