The featured guest this week is Matt's current client Julie, who is in the process of planning for retirement and has been working with Matt for several years now. Julie provides some valuable insight into the planning process from a client perspective, and even offers up some great travel tips from her experience in the hospitality industry.
Are You Ready For Retirement?
Mailbag Questions
Universal Retirement Truths
Common Planning Complaints
Are 401(k) Plans Right For You?
Mailbag
The Financial Draft
Social Security Myths
A Financial Game Show
Smart Money Questions: IRAs and Retiring Advisors
Treating Retirement Like Vacation
Financial "Blind Spots"
Common Money Mistakes
Rebalancing A Portfolio
Importance of Income Planning
Where Do You Stand
Pre-Flight Checklist
Major Life Events
Breaking Down Your Financial Statements
Beneficiary Mistakes
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