Money Matters Podcast


February 22, 2025 - 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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Recent Podcasts


November 12, 2022

Rebalancing your portfolio, questions about Social Security, and where to allocate income.

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November 5, 2022

The best way to steer yourself through market volatility, plus lessons on inheritances, dividends, divorce, annuities, and estate planning.

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October 29, 2022

Why some should retire right now, advice on investing aggressively, and what to check on before hiring a financial advisor.

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October 22, 2022

The downfall of timing the stock market, when to use the power of the Roth IRA, and pay off that mortgage!

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October 15, 2022

Coping with financial pain, a question about investing in growth stocks, and when some should take Social Security.

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October 8, 2022

The Fed’s so-called “soft landing”, the truth about gold, sucking equity from a home, and the power of a diversified portfolio.

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October 1, 2022

The consequences of poor financial planning, how to handle RMD’s when markets are down, and should I use my 401(k) to pay off my mortgage?

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September 24, 2022

Minimizing risk while staying in the market, the consequences of fad investing, and what NOT to do during this volatile time.

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September 17, 2022

The impact of the poor inflation report, why some should take Social Security as soon as possible, and what a difference a year makes in the crypto …

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September 10, 2022

Pension advice, asset allocation guidance, the danger of financial insurance products, and where to draw income from in the first years of retirement.

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