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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything s... more
FAQs about The Matter Financial Report:How many episodes does The Matter Financial Report have?The podcast currently has 46 episodes available.
June 20, 2026What Trump Accounts Can Mean For YouDuring this episode, we’ll explore what Trump Accounts mean for American families....more30minPlay
June 13, 2026Investment Behaviors That Can Hurt Your RetirementDuring this episode, we’ll examine seven common investment behaviors that may undermine retirement security....more0minPlay
June 06, 2026Habits for a Happy RetirementDuring this episode, we’ll explore what research consistently shows makes retirement genuinely fulfilling....more30minPlay
May 30, 2026Navigating a Late Career LayoffDuring this episode, we'll walk through nine practical steps for workers who find themselves laid off close to retirement....more30minPlay
May 23, 2026What You Should Know About IRA WithdrawalsDuring this episode, we'll walk through the key rules and strategies around traditional IRA withdrawals and how timing your withdrawals could make a meaningful difference in your overall retirement picture....more30minPlay
May 16, 2026How Does Your Retirement Savings Stack Up?During this episode, we'll explore where Americans actually stand when it comes to retirement savings, what the data tells us about how different age groups are tracking, and practical strategies that could help close the gap between where you are and where you want to be....more0minPlay
May 09, 2026Retirement Savings: Is Yours on Track?During this show, we’ll discuss retirement planning considerations and explore how much you may want saved as you approach retirement....more30minPlay
May 02, 2026Is Your Family Financially Prepared for the Unexpected?During this episode, we'll explore the financial missteps that can create challenges for the next generation, the importance of communication and planning around estate decisions, and practical steps to help protect your wealth and your family from fraud....more0minPlay
April 25, 2026Is a Roth Conversion Right for You?During this episode, we'll explore Roth conversions including what they are, who they may benefit, and the important considerations anyone should think through before making a decision....more30minPlay
April 18, 2026How Much Monthly Retirement Income is Enough?During this episode, we’ll consider how to determine how much monthly income you’ll need to maintain your preferred lifestyle during retirement....more0minPlay
FAQs about The Matter Financial Report:How many episodes does The Matter Financial Report have?The podcast currently has 46 episodes available.