Matt joins us and answers your questions on tax planning, market volatility, and the retirement planning process.

It’s important to be able to recognize the difference between an advisor who actually has a planning process and one who just gives sales pitches all day. Let’s go over how you can identify the difference.

We unpack a listener question about the fiduciary standard and explain why it's important you look for an advisor who will fight for your best interest.

We'll take your listener questions on how to invest an inheritance and what to do if your money isn't earning interest.

A lot of investors (and quite frankly a lot of advisors) fall victim to fuzzy math when it comes to their retirement planning. Let’s explore some of the areas where someone might be employing fuzzy math.

David shares with us his thoughts on the future of Medicare and Social Security. He'll also tell us a story about a time he was able to help a client retire early.

Mission statements give our dollars a purpose. They help us to develop a sound strategy in our portfolio. Let’s find out whether you’re effectively putting your money to work for you.

On this episode of the Mach 1 Market Moment Podcast, we'll be answering your questions about early retirement, small business taxes, and whether a certain financial mentality is short-sighted.

Creating a customized retirement plan for any individual can mean addressing some unique challenges. With each of these scenarios, let’s discuss the challenges presented, as well as the solutions you might come up with…

We'll answer your questions about long term care coverage, using life insurance as an investment, and whether fee-only advisors are the best ones.