Money Matters Podcast

SPECIAL EPISODE: Market Volatility Update - What Investors Need to Know Now

Tariffs and Inflation on Investments, Smart Real Estate Moves, and Roth Strategies

Bearish Market Sentiment, Life Insurance with LTC Benefits, and Smart Tax Moves for the Wealthy

The impact of politics and taxes on your IRA and 401(k), why wealth goes beyond money, and the 4 pillars of a successful financial life.

Tax-efficient investing, smart pension decisions, direct indexing strategies, and costly financial mistakes.

Tariffs and investing, 401(k) & 457 plans, smart rollover tax strategies, and insurance protection.

401(k) catch-up contributions, inherited IRAs, annuity tricks, and a Roth conversion strategy.

IRS rules that complicate generosity, how to extend retirement savings, the cost of improper tax planning, and more.

Maximizing retirement income, exploring Roth conversions, the lure of Bitcoin, and the explosion of exchange-traded funds.

2025 stock myths, tax hacks, crash fears, and retirement strategies.