Smart Money Questions

There’s a lot of anticipation surround the Federal Reserves meeting this month, and their decision on interest rates will have an impact across many different areas of financial planning. There’s a lot going on right now that impacts the discussions we have in our office, and we’re bringing some of that to the podcast today.

Join us as we share an in-depth analysis of the current economic indicators and what they might mean for your savings, investments, and overall financial strategy. Plus, we’ll offer some guidance for anyone facing decisions about pensions and lump sum offers and make sure you understand the potential pitfalls of transferring property without consulting an estate planning attorney.

Here’s some of what we discuss in this episode:

• Why the Federal Reserve’s meeting this month is important.

Want to contact us?

Website - https://smartmoneyquestions.com/

Email - [email protected]

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/

We always like to use this show to share some of the conversations we’re having with clients and the topics that are being discussed in our office. Today we have three important ones that have popped up multiple times recently and that’s life insurance, tax planning, and legal documents.

Here’s some of what we discuss in this episode:

• What opportunities you might have with a life insurance policy in retirement.

Want to contact us?

Website - https://smartmoneyquestions.com/

Email - [email protected]

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/

We’ve reached halftime for 2024 and it’s the time of the year when we like to check up on the finances with clients. Today we want to walk you through the conversations we’re having and the topics we’re covering in the office.

This episode is packed with both entertaining summer stories and crucial financial advice that you won't want to miss.

Here’s some of what we discuss in this episode:

• Mid-year tax planning is important so what moves should you be considering?

Want to contact us?

Website - https://smartmoneyquestions.com/

Email - [email protected]

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/

It’s been a busy few weeks for us with a couple concerts and a trip to Florida to visit Maggie’s mom, and it was during that trip that we met someone who got us thinking about the theme for this month’s show. Today we’ll share that intriguing conversation we had with a retiree in Florida who was fearful about the future of the economy and the dollar, which sets the stage for a deeper discussion on financial planning and investment strategies.

Here’s some of what we discuss in this episode:

• The story of a person we met on a trip who told us all about his worries for the country and why he was buying gold.

Want to contact us?

Website - https://smartmoneyquestions.com/

Email - [email protected]

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/

We met recently with a young client who was just getting started and wanted to learn more about investing. They were so eager to get a jump on the finances and figure everything out.

Today we’re going to share insightful anecdotes from this recent meeting, where we talked about the underlying principles of planning, highlighting the importance of understanding risk, diversification, and keeping a long-term outlook.

Here’s some of what we discuss in this episode:

• Investing should feel more like watching paint dry.

Want to contact us?

Website - https://smartmoneyquestions.com/

Email - [email protected]

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/

This week on the Smart Money Questions podcast, Matt Hausman tackles the big question: Will you be okay after retirement? With a blend of financial expertise and real-life examples, we’ll share a Wall Street Journal article outlining the financial mistakes to avoid as you get within five or ten years of retirement.

Here’s some of what we discuss in this episode:

• You always want to have cash on hand because unexpected expenses can pop up at any time.

Want to contact us?

Website - https://smartmoneyquestions.com/

Email - [email protected]

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/

Life insurance is a product we get asked about all the time as people are trying to determine if they need to hold on to an old policy or even bother getting one at all. We get this question all the time and there have been a couple different scenarios come up recently that we wanted to bring to the show. So we’ll address those and go through the reasoning behind what we’ve discussed with clients.

As of the end of March, we will no longer be at our current location. We are getting close to securing our new permanent location, which will hopefully be done in the next few weeks. In the interim, we’re going to be operating at 101 Lindenwood Drive in Malvern, Pennsylvania. Everything else will stay the same in terms of contacting us

Here’s some of what we discuss in this episode:

• Scenarios where single clients do need life insurance and don’t need it.

Want to contact us?

Website - https://smartmoneyquestions.com/

Email - [email protected]

What can we expect or what has the market done with regards to returns during presidential election years? After talking with clients the first couple of months, it’s clear that this is going to be a crazy year. That’s not uncommon during election years but this one seems to be setting up for unprecedented craziness.

Here’s some of what we discuss in this episode:

• An update on a quick trip we took to Sarasota.

Want to contact us?

Website - https://smartmoneyquestions.com/

Email - [email protected]

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/

Everyone wants to know. What is going to happen in 2024? Join us as we explore a range of topics, from the outlook of the economy, a potential tax surprise for a lot of people, and some new provisions that will take effect this year.

We’ll give you a high-level look at what we’re paying attention to and what we’re discussing with our clients as the year begins. There’s plenty to address within your financial plan and this episode will cover a number of those things.

Here’s some of what we discuss in this episode:

• Will the economy be up or down this year?

Want to contact us?

Website - https://smartmoneyquestions.com/

Email - [email protected]

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/

We’re coming down to the final few days of 2023 and we hope you have all enjoyed a good holiday season. As we close out the year, we wanted to go over a couple of client conversations we had recently dealing with small businesses and the power of money.

Here’s some of what we discuss in this episode:

• How should business owners balance saving for retirement and putting money back into the business?

Want to contact us?

Website - https://smartmoneyquestions.com/

Email - [email protected]

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/