Money Matters Podcast

A crackdown on salespeople posing as advisors, a widow who needs an income strategy, plus questions about a reverse mortgage, an RMD, and Social …

Tricky economic times, a financial safeguard many must have, plus advice on risky investment funds, annuities, and taxes tied to inheritances.

A condo investment question, a younger father dreaming of an early retirement, and when you might own too much company stock.

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 …

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 …

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

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

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

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

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