Money Matters Podcast

The Magnificent Seven’s Market Risk, Early Retirement Planning, Roth vs. 401(k), and Portfolio Strategy

Self-Insuring for Long-Term Care, Rebalancing Inherited Portfolios, and Smarter Wealth Moves

AI Boom or Bubble, Estate Planning Trouble, and the 6% Return Myth

Mastering Your 401(k), IRA, and Retirement Taxes: Real Calls, Real Advice, Real Results

Is Your Financial Plan Built to Last? Stress Testing Portfolios, Roth Conversions, and Real-Life Retirement Decisions

Tax Strategy, Life Insurance Mistakes, and Smart Investment Placement

AI Hype, the 4% Withdrawal Rule, and Real-Life Retirement Questions

Roth Conversions, Financial Advisors You Can Trust, and Portfolio Risk Management

Tax-Efficient Investing, Retirement Choices, and Market Shifts

Choosing the Right Financial Advisor: Retirement, Social Security, and Your Family’s Future