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


April 20, 2024 - Money Matters Podcast

A teen with a large inheritance, a heart transplant recipient who wants financial success, and how a qualified advisor keeps you calm when the waters …

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April 13, 2024 - Money Matters Podcast

Why some investors should ignore economic data, a $700,000 inheritance question, and a warning about advisors who act as fiduciaries only some of the …

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April 6, 2024 - Money Matters Podcast

The new pump and dump scheme, where to invest in 2024, and questions about a portfolio allocation, an estate plan, and income streams.

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March 30, 2024 - Money Matters Podcast

The balance between living for the present and saving for the future, the tax implications of retirement contributions, why home loans can make sense …

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March 23, 2024 - Money Matters Podcast

Financial advisors under the microscope, plus questions about Social Security, a portfolio allocation, wash sales, and bond funds.

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March 16, 2024 - Money Matters Podcast

The Wall of Worry, investor cynicism, market timing and Roth conversions, plus tax advice for people with multiple qualified plans.

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March 9, 2024 - Money Matters Podcast

Social Security and legislative risk, the importance of tax diversification, where to invest extra income, and a conflict of interest solved.

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March 2, 2024 - Money Matters Podcast

The AI stock boom examined, the assets to grab during a divorce, and a Roth conversion issue with an elephant in the room.

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February 24, 2024 - Money Matters Podcast

A lesson on portfolio diversification, clearing up confusion about IRA tax rules, and how proper financial planning can lead to golden opportunities.

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February 17, 2024 - Money Matters Podcast

A Bitcoin breakdown, how to find your retirement number, and where to put $1 million in inherited assets.

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