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.
Should You Pay Off Mortgage or Buy Investment Property
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
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