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 #61: Things You Can't Control
Episode #60: Legal Documents You Need In Your Retirement Plan
Episode #59: Getting Started: A Financial Plan's First Steps
Episode #58: What Are You Going To Do In Retirement?
Mailbag: Office Buildings, Whole Life, Financial Empowerment
You Got What?
The Important Things You Should Know About 401k Rollovers
Fear Of Running Out Vs Spending It
Mailbag: IRA Losses, Unemployed Conversions, Severance, "Financial Guys"
Side Thought: Should You Pay Off A Mortgage With An IRA?
Helping Out With Parents
April: National Distracted Investor Awareness Month
Mailbag: International Conflicts, College Loans, Lots of Little 401ks, And When To Finally Meet With An Advisor
His And Hers Retirement Planning
Storytime: Collaborating With Other Pros
Mailbag: Home As A Retirement Plan And Spousal Dispute Questions
Chocolate, Thunderstorms, Mortgages, And Target Date Funds
The Financial Lies We Tell Ourselves
Carrie's Question: What's Going To Happen To Tax Rates?
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