Money Matters Podcast


May 10, 2025 - Money Matters Podcast

April Market Swings, Real-Life Financial Questions Answered, and Investing with Purpose

Listen Now

Recent Podcasts


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.

Listen Now

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.

Listen Now

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 …

Listen Now

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.

Listen Now

October 7, 2023 - Money Matters Podcast

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

Listen Now

September 30, 2023 - Money Matters Podcast

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

Listen Now

September 23, 2023 - Money Matters Podcast

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

Listen Now

September 16, 2023 - Money Matters Podcast

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

Listen Now

September 9, 2023 - Money Matters Podcast

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

Listen Now

September 2, 2023 - Money Matters Podcast

Why retirees return to work, the current state of the economy, and a mortgage payment puzzle.

Listen Now