Money Matters Podcast


March 29, 2025 - Money Matters Podcast

Managing Inheritances, RMD & Roth Conversion Strategies, and Small Financial Adjustments for Big Future Gains

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Recent Podcasts


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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September 3, 2022

Navigating market volatility, minimizing capital gains taxes, allocating investments, and whether to tap home equity.

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August 27, 2022

A caller with $146,000 in student loan debt, a discussion about the cost basis for investments, and the pros and cons of target date funds.

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August 20, 2022

Roth versus Traditional IRAs, investment fads, and special guest Hal Hershfield, an award-winning UCLA behavioral psychologist.

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August 13, 2022

Advice on life insurance, an in-depth discussion about Social Security, and do bear and bull markets matter?

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