Recent Podcasts from Admin


December 7, 2024 - Money Matters Podcast

A complex pension question, confusing life insurance products, estate planning insights, and wealth strategies.

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November 30, 2024 - Money Matters Podcast

The risk of overlooking beneficiaries, a question about a Roth conversion, a caller who wants to retire in the next decade, and a tax strategy that …

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November 23, 2024 - Money Matters Podcast

Nuances of HSAs, managing pensions and Social Security, and tax planning for high-income earners.

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November 16, 2024 - Money Matters Podcast

Exploring speculative investments, key financial advice for listeners, and unpacking commercial real estate risks.

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November 9, 2024 - Money Matters Podcast

The election and the stock market, investment strategies for retirement, and do you have enough money to stop working?

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November 2, 2024 - Money Matters Podcast

Managing financial decisions in uncertain times, leveraging a paid-off home, and when NOT to worry about money.

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October 26, 2024 - Money Matters Podcast

Navigating direct indexing, Roth conversions, real estate, and AI concerns.

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October 19, 2024 - Money Matters Podcast

Money Matters: Tax efficient investing strategies and maximizing portfolio growth.

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October 12, 2024 - Money Matters Podcast

Money Matters: Navigating financial decisions amidst market uncertainty.

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October 5, 2024 - Money Matters Podcast

Money Matters: Navigating market uncertainties, Roth conversions, and the importance of estate planning.

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