Money Matters Podcast

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.

When bad actors scam good people, the search for a late father’s assets, and the four components that create financial peace of mind.

The consequences of banking industry troubles, why it’s taking so long to lower inflation, and when should you sell stock that’s almost worthless?

A deep dive into banking industry turmoil, a caller worried about market volatility, and why some should take Social Security ASAP.

SPECIAL EPISODE: Banks bite the dust, a question about renting versus buying a home, and why smart people are making poor financial decisions right …

A big change in consumer behavior, when $5 million is enough, the crypto collapse, and properly timing Social Security.

The cost of fear and greed, a question about Roth conversions, and an estate plan dilemma.