Recent Podcasts from Admin


June 3, 2023 - Money Matters Podcast

When investing in cash is the wrong move, plus questions about investment strategy, long-term care insurance, and Roth conversions.

Listen Now


May 20, 2023 - Money Matters Podcast

A risky way to invest, a student loan concern, a question about dividend stocks, and how to identify a wealth manager with a conflict of interest.

Listen Now

May 13, 2023 - Money Matters Podcast

The fight against inflation, a debt ceiling showdown, and your questions answered.

Listen Now

April 29, 2023 - Money Matters Podcast

Bridging the gap between having wealth and feeling free, where to invest an inheritance, and questions about Social Security and Roth conversions.

Listen Now

May 6, 2023 - Money Matters Podcast

The true value of a financial plan, where money should come from to help a loved one, and why tax time should be all the time.

Listen Now

April 22, 2023 - Money Matters Podcast

The monster U.S. budget deficit, a marital conflict over a dream home, and investor biases explained.

Listen Now

April 15, 2023 - Money Matters Podcast

Social media and the collapse of SVB, the role of diversification, and popular-but-volatile REITs.

Listen Now

April 8, 2023 - Money Matters Podcast

When bad actors scam good people, the search for a late father’s assets, and the four components that create financial peace of mind.

Listen Now

April 1, 2023 - Money Matters Podcast

The consequences of banking industry troubles, why it’s taking so long to lower inflation, and when should you sell stock that’s almost worthless?

Listen Now