Putting A financial plan together can be overwhelming. We'll show you how to take the first steps toward getting started.

For detailed show notes, a corresponding blog post, and access to mentioned resources, click here.

Putting A financial plan together can be overwhelming. We'll show you how to take the first steps toward getting started.

For detailed show notes, a corresponding blog post, and access to mentioned resources, click here.

Retirement planning requires more than financial preparation. Matt details why it's important to set personal goals in retirement.

For detailed show notes, a corresponding blog post, and access to mentioned resources, click here.

Imagine you are a contestant on Family Feud. You have to complete a list of 5 things to do in retirement. What would you answer with? Matt details why it's important to set out goals in retirement, and he can help you meet those goals.

Some great mailbag questions this week. Saul in Florida wants to know if he should sell off his office building and invest the assets. Marie in Pennsylvania is curious if three whole life policies is too much. Hank in Texas wants to know if he should put all his money in Roth from now on. And Samantha in Maryland's mom has a lot of money at her disposal. But she has no confidence to spend any of it. How can she feel more empowered to use the money without losing it or wasting it? Matt has answers to all of this week's smart money questions.

We've all heard the phrase about having too many cooks in the kitchen. On this podcast, Matt tells us about a time a client revealed to him that they had four different financial advisors. It prompted Matt to say, "You got what?" He'll tell us why having that many advisors can lead you down the wrong path.

We often talk about the importance of not leaving a 401k with your old company after you no longer work there. Let’s explore some of the benefits of a 401k rollover, why you might want to move it to an IRA, what the tax implications are and some of the other essential things to consider.

Matt gives us another solo podcast. This time, his thoughts are on how to ensure a worry-free retirement where someone can spend for their lifestyle without fear of running out of money.

The mailbag is full of good questions this week. Two of them touch on IRA issues. One person is concerned about recent losses in their portfolio while another is trying to figure out if now's the time to do a Roth conversion while in between careers. Bill might get to stop working a year early. Should he? And a great question from Kent. Should he push his friend in the pool for the financial advice he recently gave him?

The mailbag is full of good questions this week. Two of them touch on IRA issues. One person is concerned about recent losses in their portfolio while another is trying to figure out if now's the time to do a Roth conversion while in between careers. Bill might get to stop working a year early. Should he? And a great question from Kent. Should he push his friend in the pool for the financial advice he recently gave him?