Money Matters Podcast
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.
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Why the fundamentals of investing will serve you well in 2023.
Listen NowThe problem with predictions, mortgage, stock, and pension questions, and financial planning goals for 2023.
Listen NowOptimism for worried investors, the amount of umbrella insurance you need, and where to invest the proceeds from a home sale.
Listen NowThe FTX fiasco, the risk of a recession, and are you a candidate for a Roth conversion?
Listen NowThe challenges of investing, the pros and cons of REIT’s, and is universal life insurance worth it?
Listen NowThe rumored death of the classic 60-40 model portfolio, the inverted yield curve, converting a traditional IRA to a Roth, and selling a parent’s EE …
Listen NowWhy some should spend down their savings, advice on dividend stocks, and overcoming the fear of financial planning.
Listen NowThe crypto crisis, the impact of interest rates on pensions, and where to allocate an inherited IRA.
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