Carrie in Florida asks, "What’s going to happen with tax rates in the future? I’ve always assumed they’ll be going up for the rest of my life, but now I’m thinking maybe they’ll go down given recent decisions at the White House. What do you think?" We'll attempt to answer her question and give you some other things to think about when it comes to tax planning and retirement.

Carrie in Florida asks, "What’s going to happen with tax rates in the future? I’ve always assumed they’ll be going up for the rest of my life, but now I’m thinking maybe they’ll go down given recent decisions at the White House. What do you think?" We'll attempt to answer her question and give you some other things to think about when it comes to tax planning and retirement.

Many of the smart money questions that we feature on the show are from our very own listeners. On this episode, Matt will answer some listener questions about longevity planning, handling lump sums, and more.

Let’s look at some recent headlines to see how the news might impact you in the short and long term. We’ll cover news about big box retail struggles, bonuses getting handed out left and right, plus robots! Who doesn’t like talking about robots, right?

Psychologists have determined that retirement is the 10th most stressful event that you can experience in life. The events on the list that are considered more stressful include things like the death of a spouse, divorce, and going to jail. Let’s look at the ways to proactively deal with stress in retirement…

Very often, we hear people try to make excuses or explain away some of their questionable financial decisions. Let’s talk about why these excuses usually don’t hold water.

Very often, we hear people try to make excuses or explain away some of their questionable financial decisions. Let’s talk about why these excuses usually don’t hold water.

Let’s hear about a client who has lived to an advanced age, but they’re still in good shape financially, due in part to the great financial plan they have in place.

Let’s hear about a client who has lived to an advanced age, but they’re still in good shape financially, due in part to the great financial plan they have in place.

We'll ring in 2018 by answering your questions about age gaps, investing too conservatively, and what to do with an old rental property. Matt also has details about some upcoming events at the brand new office in Westchester. Plus, Walter reminisces on his days as a chocolate festival emcee. You won't want to miss the first episode of the year.