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.
What Tax Changes Are Coming in 2023?
All About Medicare with Tom Anderson
Social Security COLA and Timing
Money Marketing Headlines
Funding Retirement Accounts with Commissions & Where Else To Invest
Difference Between W2 and 1099 Workers in Retirement
Client Money Questions - 401ks, Risk and Rate of Return
Mid-Year Financial Review Checklist
What Opportunities Are Available When Markets Are Down?
Target-Date Funds and Leasing vs. Buying A Car
Retirement Statistics: How Do You Measure Up?
Should You Pay Off Debt With a 401k Loan?
Spending More Money in Retirement Than You Make
Answering Your Life Insurance and Business Questions
Murky Areas of Retirement Planning
How to Prepare Financially for a Child
How to Prepare Financially for Divorce
Listener Questions - How to Help Mom, Retiring Early, and More
2022 Tax Season and Behavioral Finance
How to Avoid New Identity Theft Tactics
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