Money Matters Podcast

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

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

The most entertaining and informative calls of 2022.

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

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

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 …

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

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

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

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