Recent Podcasts from Admin


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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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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