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.

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

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

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 …

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

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

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

A deluge of empty buildings, where to invest home sale proceeds, and the importance of embracing your future self.

Where the key to financial independence lies, plus questions about life insurance, long-term care policies, a Roth 403(b), and state taxes.

A Roth conversion question, where to invest CD proceeds, and cleaning up an unorganized financial mess.