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.
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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