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.
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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