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 You Need to Know About the CARES Act
Staying Financially Sane During This Crisis
Paying For College In Retirement
Coronavirus and Protection Of Assets For Long Term Care
Downsizing, Old Policies & Portfolio Options
How To Account For Emotions In Your Financial Plan
Changes To Retirement Planning
Establishing Residency In A New State, Pension Problems & Consolidating Accounts
Understanding Property and Casualty Insurance with Ted Wolfer
3 Listener Questions About Investing, 401k, and Retirement
Teaching Children Lessons About Money with John Lanza
Want to Know How We’re Investing Our Money?
Incorporating Giving Into Your Retirement Plan with Arlene Cogen
Financial Questions You Need to Ask Before Getting Remarried Later in Life
So When is the Next Market Crash Happening?
Empowering Women in Financial Planning
3rd and 4th Quarter Financial To-Do List
Understanding Tax Laws Can Help You With Investing Decisions
Unasked Questions About The Stretch IRA
Early Retirement, NOT In A Lower Tax Bracket, & Defining Your Financial Security
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