WealthSmarts

There are unfortunate circumstances that can destroy our financial futures. In this episode, Richard and Matt discuss the importance of having a properly structured insurance plan to protect the goals that matter. 

Without a proper estate plan, everything you've built is at risk of being torn apart by taxes and fighting within the family. In this episode, Richard and Matt discuss the keys to a proper estate plan and protecting your legacy. 

When planning for retirement there are so many puzzle pieces that makes it difficult to know how much income you will be getting. In this episode, Richard and Matt talk about how to fit these pieces together.

Too many people are running out of money in retirement and needing to compromise their lifestyle. No one envisions this. In this episode, Matt and Richard dive deep into the problem and suggest strategies to solve it.

In this episode, Matt and Richard discuss why they created this podcast and how it is an answer to the noise and confusion that is stalling people's financial progress.