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.

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

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

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.

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

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

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.

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

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