Podcast Episodes
Back to SearchOpenAI, SpaceX, and You — Should You Care About the IPO Boom?
Episode 177
SpaceX. OpenAI. These and other names have been dominating the headlines. The IPO market is heating up and clients are asking questions. Today we're …
9 hours ago
“I Wish I Knew This at 25” — Young Adult Money Mistakes
Episode 176
If you want unfiltered financial advice, don’t just read a book — scroll the comments. Spend five minutes on Reddit or YouTube, and you’ll find peopl…
2 weeks ago
Protecting What You Care Most About
Episode 175
For most people, financial planning isn't really about spreadsheets or market returns. It's about the people you love. It's about making sure that if…
4 weeks ago
Should My Financial Advisor Help Me Beat The Market Every Year?
Episode 174
We got a great question from a listener: "My investments didn't do as well in the last 12 months as the overall market has done. Should I be re-evalu…
1 month, 1 week ago
You Saved All Your Life - Now You Can't Bring Yourself to Spend It
Episode 173
Most retirement conversations are about saving enough. Today we're talking about the other side of that. What happens when you've saved, you're there…
1 month, 3 weeks ago
Mailbag: Smart Ways to Invest Extra Income and Inheriting an IRA
Episode 172
This week on Mondays with Matt, listener questions take center stage as Matt tackles what to do with extra cash flow after paying off a mortgage and …
2 months, 1 week ago
Tax Mistakes New Retirees Make
Episode 171
Nobody likes tax season. But for new retirees, it can come with a few unwelcome surprises. The rules have changed, the income sources have shifted, a…
2 months, 3 weeks ago
The Gray Areas That Actually Matter in Retirement
Episode 170
Financial media loves simple answers: always do this or never do that. But real financial planning doesn’t work that way. Most of the biggest decisio…
3 months, 2 weeks ago
Reacting To Controversial Financial Takes
Episode 169
Everyone’s got an opinion about money (especially the people with a book deal or a TV show). Some of that advice is useful. Some of it sounds better …
3 months, 4 weeks ago
Roth or Traditional at 55: Which 401(k) Makes Sense?
Episode 168
One of the most important retirement decisions doesn’t show up on your paycheck. It shows up in how your contributions are taxed. That’s exactly what…
4 months, 1 week ago