Money Matters Podcast

Why some shouldn’t make extra mortgage payments, a question about a 529 plan, and how much Apple stock did you say you have?

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

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

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

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

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.