As we close in on the final two months of the year, there’s a lot happening now and plenty to look ahead to for 2024. That’s what we want to spend some time on today by sharing some of the discussions we’re having in our office and some of the questions we’re answering from clients in this final quarter of the year. This includes open enrollment, world conflicts, and financing a new home.
Here’s some of what we discuss in this episode:
Want to contact us?
Website - https://smartmoneyquestions.com/
Email - info@smartmoneyquestions.com
Set up a time to talk – http://SpeakWithMatt.com
Want to work with us? Find out how we can help: https://smartmoneyquestions.com/work-with-matt/
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
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast