Money Matters Podcast


March 29, 2025 - Money Matters Podcast

Managing Inheritances, RMD & Roth Conversion Strategies, and Small Financial Adjustments for Big Future Gains

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Recent Podcasts


July 15, 2023 - Money Matters Podcast

Why age shouldn’t determine stock allocation, questions about taxes and life insurance, and the vacation home that became an inheritance nightmare.

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July 8, 2023 - Money Matters Podcast

The joy of financial planning, the income tax hitting good savers, and the danger of owning individual stocks.

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July 1, 2023 - Money Matters Podcast

The danger of timing a recession, a retirement withdrawal strategy, and a deep dive into the world of wealth taxes.

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June 24, 2023 - Money Matters Podcast

Zombie mortgages explained, indexed annuities discouraged, and Medicare costs dissected.

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June 17, 2023 - Money Matters Podcast

Why most investors underperform the market, where to put home sale proceeds, and finding a place for 401(k) funds in retirement.

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June 10, 2023 - Money Matters Podcast

The cost of money, how to pivot when investments are locked up, and an unexpected response to a Roth conversion question.

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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.

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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.

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May 13, 2023 - Money Matters Podcast

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

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