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.
Are You Ready For Retirement?
Mailbag Questions
Universal Retirement Truths
Common Planning Complaints
Are 401(k) Plans Right For You?
Mailbag
The Financial Draft
Social Security Myths
A Financial Game Show
Smart Money Questions: IRAs and Retiring Advisors
Treating Retirement Like Vacation
Financial "Blind Spots"
Common Money Mistakes
Rebalancing A Portfolio
Importance of Income Planning
Where Do You Stand
Pre-Flight Checklist
Major Life Events
Breaking Down Your Financial Statements
Beneficiary Mistakes
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