Great questions on the podcast this week from Mark, Lynne and Carrie. Mark has questions about how to properly finance the decision to downsize to a smaller house. Lynne is wondering about working with big financial companies vs. independent advisors. And Carrie says an advisor is forcing her and her husband to live on a budget. It's a requirement for them to work together. She wants to know if that's normal and if Matt has seen other examples like this where advisors place certain "rules" on the client/advisor relationship.
Discussing Investing with a Young Client
Steps to Take if You’re 5 to 10 Years From Retirement
Life Insurance Questions and Our New Location
The Market in Election Years
What Can We Expect in 2024?
Small Business Planning and the Purpose of Money
Putting Your Extra Cash to Work
What You Need to Know About 2024 Open Enrollment
What You Missed at Our Educational Event
Mid-Year Financial Check-Up – Items to Assess
What We’re Paying Attention to This Summer
Talking Finances With My 21-Year-Old Daughter
Bank Failures, Debt Ceiling And The Market
Paying Off Debt and Relocating
Traveling Tips and Picking a Bank
Addressing The Most Pressing Client Retirement Tax Questions From The Past Few Months
What to Know About SECURE Act 2.0
Get to Know Robert Khoury, CEO of Agile Rainmakers
Scenarios for Using Annuities and Life Insurance
Clarification About Inherited IRAs
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