Money Matters Podcast

Direct Indexing vs ETFs: Fixing a $1.8M Portfolio

Can You Retire at 55 With a $2 Million Portfolio?

$1M+ Retirement Strategy: How to Build Sustainable Income

Can You "Die with Zero?" | Spending Down Multi-Million Portfolios

Roth Conversion Mistakes & the Real Value of a Financial Advisor

Portfolio Case Studies: Roth Conversions, Life Insurance, and RMDs

Financial Planning: Stress Testing, Early Retirement & RMDs

When Can You Retire? Making the Most of Your Savings

Early Retirement: Mega Backdoor Roths, Direct Indexing & Private Equity

Protecting Wealth: Taxes, Concentrated Stock and Risk