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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 55 episodes available.
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
November 15, 2025Financial Resolutions for the New YearIn this episode we explore actionable steps to achieve your financial goals in the new year. We'll discuss strategies for budgeting, saving, and investing, including tips for reducing debt, maximizing retirement contributions, and building an emergency fund. Join us as we provide practical advice and motivation to help you make 2025 your most financially successful year yet....more0minPlay
November 08, 2025So, You’re a Decade From RetirementDuring this episode, we’ll consider potential steps to prepare for retirement if you’re about a decade away from that monumental event....more0minPlay
November 01, 2025How to Truly Enjoy Your RetirementDuring this show, we’ll discuss how you can balance your need to preserve assets during retirement with your goal of truly enjoying your post-work life....more0minPlay
October 25, 2025Emergency Fund 101During this episode, we’re going to discuss the importance of an emergency fund and how you can build one of your own....more33minPlay
October 18, 2025The Great Wealth Transfer and YouDuring this episode, we’re going to discuss the Great Wealth Transfer and how you can better ensure your own assets end up with the people you care about....more29minPlay
October 11, 2025Managing Financial Risk During a Market DownturnDuring this show, we’ll walk through several potential strategies to help you navigate financial during risk when the market hits a downturn....more26minPlay
FAQs about The Matter Financial Report:How many episodes does The Matter Financial Report have?The podcast currently has 55 episodes available.