Matt shares a personal story about having to help his parents through a difficult time. He'll also tell us about some of the scenarios his clients have faced over the years and offer you some ideas on how to best prepare for tough situations you and your parents might face.
Episode #81: Matt's Planning Process Part 02
Episode #80: Matt's Planning Process Part 01
Episode # 79: Mailbag - Self-Directed IRAs & The Landlord Game
Episode #78: Maggie's Story
Episode #77: If Only I'd Met You Sooner!
Episode #76: How The New Tax Code Affects Me
Episode #75: Early Retirement Complications
Episode #74: Letter From The IRS
Episode #73: More Than Just Investments
Episode #72: RVs, Traveling, Remodeling, Credit Card Rewards
Episode #71: Sales Pitch Versus Planning
Episode #70: The Retirement Process Is Uncomfortable
Episode #69: Mailbag - Emergency Funds, Market Crashes, And Retirement Planning
Episode #68: Avoid Costly Mistakes In Estate Planning
Episode #67: What Financial Demographics Can Tell Us
Episode #66: What To Do With Required Minimum Distributions
Episode #65: Walter Buys A House
Episode #64: Health Insurance Options Before Medicare
Episode #63: Making Bad Financial Assumptions
Episode #62: Side Thought. Tax Reform With Rich Swavely
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