Money Matters Podcast


June 21, 2025 - Money Matters Podcast

Rethinking Retirement, Maximizing Wealth, and Avoiding Costly Financial Mistakes

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Recent Podcasts


January 7, 2023 - Money Matters Podcast

Optimism for worried investors, the amount of umbrella insurance you need, and where to invest the proceeds from a home sale.

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December 31, 2022

Looking back at 2022 and preparing you for 2023 and beyond.

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December 24, 2022

The most entertaining and informative calls of 2022.

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December 17, 2022

The FTX fiasco, the risk of a recession, and are you a candidate for a Roth conversion?

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December 10, 2022

The challenges of investing, the pros and cons of REIT’s, and is universal life insurance worth it?

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December 3, 2022

The 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 …

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November 26, 2022

Why some should spend down their savings, advice on dividend stocks, and overcoming the fear of financial planning.

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November 19, 2022

The crypto crisis, the impact of interest rates on pensions, and where to allocate an inherited IRA.

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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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