Recent Podcasts
February 7, 2026 - Money Matters Podcast
When Roth Conversions Make Sense—and When They Don’t (Plus IRMAA Traps to Avoid)
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January 31, 2026 - Money Matters Podcast
401(k) Roth Rule Change + Balancing Pensions and Roth IRAs
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January 24, 2026 - Money Matters Podcast
Roth Conversions, Annuities, and Smart Tax Moves for Million-Dollar Portfolios
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January 17, 2026 - Money Matters Podcast
Money Strategy, Roth Questions, Tax Brackets, and Solving a 35 Investment Account Mess
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January 10, 2026 - Money Matters Podcast
$8 Million Decisions & Mom’s Nest Egg: Real Talk for High-Net-Worth Families
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January 3, 2026 - Money Matters Podcast
Roth IRA or 401(k)? Smart Moves for Investors with $1M+ Portfolios
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December 27, 2025 - Money Matters Podcast
Tax-Savvy Income Strategies, Stock Gains Without Selling, and Insurance Insights
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December 20, 2025 - Money Matters Podcast
Roth IRA Strategy, High-Net-Worth Moves, and Building Wealth with $6M+
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December 13, 2025 - Money Matters Podcast
Making the Most of Roth Conversions, Donor-Advised Funds, and Bond Funds
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December 6, 2025 - Money Matters Podcast
Financial Planning Strategies for Freedom, Flexibility, and Smarter Investing
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