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.

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

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.