Money Matters Podcast

$2.1M Gifting & Business Exits: Estate Planning Case Studies

$450k Salaries & $1.1M Portfolios: Two Retirement Case Studies

Roth Conversions & The $5M Case Study: Is Your Portfolio Too Concentrated?

$10M Retirement: The Tax Mistake High Earners Make

Managing AI Risk, Roth Strategies, and the Annuity Trap

Roth Conversion Strategies: Should You Convert or Keep Your IRA?

Tax Efficient Strategies for Million-Dollar Portfolios: Roth Conversions, AI Investing & Stock Risk Management

Roth Conversions, Retirement Tax Planning & How Much House Retirees Can Afford

The Psychology of Investing & Retirement: Why Smart Investors Still Fear Spending Money

Real-Life Investing Decisions: How to Simplify Retirement, Taxes, and Financial Planning