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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 21 episodes available.
August 09, 2025The Cost of Being a GrandparentDuring today’s show, we’ll consider how much it costs to be a grandparent and how you can build a financial strategy that positions you to enjoy your grandkids while also taking care of your own financial needs....more29minPlay
July 12, 2025So, You Want to Retire Soon?During this show, we’re going to consider steps you can take right now to prepare yourself for a near-horizon retirement....more30minPlay
July 05, 2025What You Need to KnowDuring this show we’re going to take a close look at annuities, particularly their pros and cons....more28minPlay
June 07, 2025Elder Abuse & Financial ScamsDuring this show we’re going to mark National Elder Abuse Awareness Day, June 15, by discussing elder abuse prevention and protecting yourself from financial scams....more30minPlay
May 17, 2025Yes, retirees should keep investingDuring this episode we’ll consider whether retirees should continue investing and talk about the various options for financial growth in retirement....more23minPlay
April 19, 2025Don't End Up with These Retirement RegretsRetirement can be a golden chapter, but many people look back with financial regrets. In this episode, we dive into common pitfalls that can derail your retirement dreams. From underestimating healthcare costs to regretting impulsive purchases, we'll uncover the most frequent financial missteps and provide actionable advice to avoid them. By the end, you'll have a clear roadmap to a worry-free retirement....more24minPlay
March 29, 2025Ditch Your DebtDuring this show, we’re going to discuss what you can do to get yourself out of debt....more25minPlay
March 22, 2025Tariffs and the FutureIn this episode, we will discuss the impact of tariffs on the global economy. We will also discuss how tariffs can affect your personal finances. Finally, we will provide some tips on how to protect your finances in a time of rising tariffs....more33minPlay
March 15, 2025Retirement: How do you know if you’re ready?During this show, we’re going to chat about the signs that help you how to know if you’re ready for retirement....more26minPlay
March 08, 2025The End of Social Security WEP & GPOThis week, we dissect the recent repeal of the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO), exploring how this landmark change will impact millions of public sector retirees. We'll break down the new benefit calculations and discuss strategies for maximizing your retirement income in light of these legislative shifts. Finally, we'll analyze the potential long-term effects on the Social Security system and what it means for future generations....more22minPlay
FAQs about The Matter Financial Report:How many episodes does The Matter Financial Report have?The podcast currently has 21 episodes available.