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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 31 episodes available.
February 21, 202613 Habits for a Successful RetirementDuring this show, we’re going to discuss 13 habits you can adopt that may better position you for the retirement you truly want....more0minPlay
February 14, 2026Prepare Today for Tomorrow’s Healthcare CostsDuring this episode, we’ll discuss the importance of addressing future healthcare expenses when planning for retirement....more0minPlay
February 07, 2026Gen X Retirement StrategiesDuring this episode, we’ll dig into what members of Generation X should do to better prepare for their impending retirement....more38minPlay
January 31, 2026Five Pillars for RetirementDuring today’s show, examine and discuss five planning pillars that may help you on your path to retirement....more0minPlay
January 24, 2026When Not To Play It SafeDuring this episode, we’re going to discuss why playing it safe isn’t always the right move, even during retirement....more0minPlay
January 03, 2026Market Recap & Outlook with Ernesto De La TorreIn this episode, Ernesto De La Torre joins us to break down the pivotal market shifts from the past year and what they signal for the months ahead. We dive deep into actionable strategies for navigating current volatility, focusing on how high-net-worth investors can protect their capital while identifying emerging growth opportunities. Tune in to gain a professional vantage point on portfolio construction and the macroeconomic trends shaping the 2026 financial landscape....more0minPlay
December 20, 2025Retiring Early? Here’s What You Need To Know.During this episode, we’ll examine some of the things you need to know about retiring early....more27minPlay
December 13, 2025Generational Vault And Enhanced Planning: A Powerful ComboWe discuss the importance of estate and legacy planning for you and your family. It's important to have the right documents and know where they are in order to keep family harmony....more30minPlay
November 29, 2025Retirement, Should You Wait?In this episode, we’ll discuss the reasons some people are delaying retirement as well as the pros and cons of working a little longer....more20minPlay
November 22, 2025Two Retirement Rules You Should Know AboutOn this episode, we’ll discuss two common retirement rules: The rule of $1,000 and the rule of dying with zero....more39minPlay
FAQs about The Matter Financial Report:How many episodes does The Matter Financial Report have?The podcast currently has 31 episodes available.