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.
Planning For Long-Term Care Event
What to Know About Legacy and Estate Planning
What to Know About the Latest COVID Stimulus Package
Year-End Financial Planning Tips
Investment Decisions Going into 2021
Listener Questions - Reverse Mortgages and Helping a Widowed Parent
Top Places to Retire and How They Affect You Financially
An Update on Maggie’s Health and What to Know About Medicare
Election Worries & Steps to Saving for Retirement
Update On CARES Act and 401k Fees
Let’s Talk About Retirement, Market Swings and Election Fears
Mortgage Expert Lindsey Johnson Discusses PMI and Future of Real Estate
A Chat With Walter Storholt of Third Wheel Media
Is It Worth Getting Out of An Annuity With High Fees?
Mortgage Rates and HSAs
What To Know About Becoming a Consultant
Mark Twain, Traditional IRA vs. Roth and Other FAQs
Listener Questions: Diversification, Retirement Savings & More
Be Aware of the Latest Frauds
What You Need to Know About the CARES Act
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