We've all heard the phrase about having too many cooks in the kitchen. On this podcast, Matt tells us about a time a client revealed to him that they had four different financial advisors. It prompted Matt to say, "You got what?" He'll tell us why having that many advisors can lead you down the wrong path.
Piggy Bank Pies and Abundance Mentality
Taking A Deal Down To The Studs
Mandates and Forced Retirement: What Questions to Ask
Q&A About Long-Term Care, Car Leases and Social Security
Paying off a Mortgage, Emergency Funds and Surviving Spouse
The Fear of Spending Money in Retirement
Q&A: Starting a Business and Dave Ramey’s Advice
What to Know About Accumulation vs Decumulation
Should I Downsize My House in Retirement?
Should I Take Half of My Ex’s 401k or the Pension?
State of Washington’s New Payroll Tax is One to Watch
What to Know About President Biden’s Tax Proposal
How to Handle an Unplanned Retirement
Tough Questions About Family Finances
The Average Client & What Legal Docs You Must Have
How Much Money Do I Need to Retire?
Leaving 401k to My Child
Should You Take Advice From Financial Gurus?
Why Business Owners Need an Exit Strategy
Should You Pay Off Mortgage or Buy Investment Property
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