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.
Mailbag: How To Invest Through Retirement And How To Handle Lump Sums
In the News: Big Box Retail, Bonuses, And Robots
Stress And Retirement
Why Your Excuses For Questionable Decisions Don't Hold Water
Storytime: Wow, You're Old Now
Mailbag: Age Gaps, Rental Property, Too Conservative
Common 401k Questions
Financial Santa Claus
Mailbag: Early Medicare, Tightwads, New Cars & Divorce At Retirement
Financially Savvy Grandparenting: Part 2
Financially Savvy Grandparenting: Part 1
Story Time: In The Nick Of Time
Mailbag: Nursing Homes, Roths, and Hating Advisors
Retirement's New Paradigm
Mailbag: LTC, LSPs, Metals
Quiz Your Advisor
Reaping Rewards For Financial Sacrifice
Mailbag
The Un-Asked Financial Questions
Required Minimum Distributions
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