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


December 2, 2023 - Money Matters Podcast

The red-hot stock market, why cash isn’t the long-term answer, and your retirement planning questions answered.

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November 25, 2023 - Money Matters Podcast

The strange things people do with inherited money, questions about a pension and long-term care, and the danger of investment products.

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November 18, 2023 - Money Matters Podcast

Two times when it might make sense to tweak your portfolio, plus questions about a reverse mortgage, Social Security, and Roth conversions.

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November 11, 2023 - Money Matters Podcast

How investors should react to the current state of the economy, a question about a reverse mortgage, and when renting out a home beats selling it.

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November 4, 2023 - Money Matters Podcast

The four components of a happy retirement, when renting out a home beats selling it, and the nuances and importance of Roth conversions.

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October 28, 2023 - Money Matters Podcast

The qualities of a financial advisor who cares about you, the pros and cons of a HELOC, a property tax query, and more.

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October 21, 2023 - Money Matters Podcast

Why crypto was a recipe for disaster, where to invest cash when you have too much, the power of financial planning when the unexpected happens, and …

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October 14, 2023 - Money Matters Podcast

Why the fundamentals of investing are critical right now, a question about an old 401(k), a retirement account dilemma, and more.

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October 7, 2023 - Money Matters Podcast

Why investors need a sounding board, plus questions about life insurance, bond accounts, and Roth conversions.

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September 30, 2023 - Money Matters Podcast

Lessons on long-term care, bonds, retirement income, home sale proceeds, and more.

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