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Listening To The Money Doctor

If we take a look at the world of medicine, we can learn some valuable lessons that can be applied to your financial life.
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Will Rogers’ Retirement Advice

William Rogers was an American stage and film actor, vaudeville performer, cowboy, humorist, newspaper columnist, and social commentator from Oklahoma. Let's see what we can learn from some of his great quotes.
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Are You Flirtin’ With Disaster?

Let’s talk about some of the areas of your financial life where you might be flirtin’ with disaster and don’t even know it.
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Launching Your Financial Campaign

If you had to be elected in order to be a financial advisor, what would your platform be to show potential "voters" you would be a good candidate? This week we put Matt in the spotlight for "Financial Czar."
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Where Crisis & Opportunity Meet

Glass half empty, or half full? There are some scenarios that will happen on our way toward, or into retirement. Will you view it as a crisis, or potential opportunity? Let's discuss some of these situations on today's show.
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Alternative Investments: Ignore? Or Jump All Over Them?

The “normal” investment world already seems crowded with endless possibilities of companies and ways to invest. Yet there’s a segment of the market classified as alternative investments that many people find intriguing. Could there ever be a place for alternative investments in your portfolio? What are some of the alternative investments you should know about? We’ll seek to answer those questions and more on this episode.
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How Women Can Make Sure They’re Involved In Financial Decisions

A recent survey found that nearly half of the female respondents said they defer major financial and investment decisions to their spouses. Most of the explanations amounted to just wanting to stick their heads in the sand. They want to just know they’re taken care of, but not get mired in the minutia. But we’ve heard countless stories of why this is a bad idea because one day you might become the lead decision maker. On this episode, let’s go over some tips for how women can get back in the
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Mailbag Show

On this episode, we answer some email questions that have come into the show over the past few weeks. We discuss taking early Social Security, re-investing cash, and much more.
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What Are The Three Qualities Of Money?

If you don’t know the answer to the question, then this episode is for you. On this episode, we’ll explore the three qualities of money, discuss whether you can achieve them in a single investment, and how to put the right emphasis on the different qualities. It’s really quite basic, but understanding these fundamentals can make an enormous difference in your financial life.
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What Drives Your Financial Advisor Crazy?

No industry is without its flaws, and the financial industry is no exception. Let’s explore some times where we’ve encountered annoying or frustrating elements of the financial world.
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End Of Year Planning Tasks

Let’s explore some of the things you should be thinking about and checking on as we wrap up 2020 and begin 2021.
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A 5 Question Retirement Preparedness Quiz

Want to grade your preparedness for retirement? Here are five key questions you need to ask yourself. Your answers will help determine how ready you are for retirement.
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The Financial Commandments

On this episode, we present you with five commandments that are worth of being written on stone tablets in your retirement plan.
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Predictions & Presidency

The election looms heavy this year, maybe more than any in recent memory. So today we look at some historical data on how the market performed under different presidents.
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This One Is On The House

We get a lot of questions about how the house (or houses) fit into retirement plans. From downsizing to rental properties to interest rates, let’s explore some of the top retirement questions as it relates to all things housing.
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Are These Rules Full Of Bull?

Everyone has read blogs, watched shows, and listened to people talk about all the key ways to improve or succeed in retirement. But what about how you can mess it all up?
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Here Are Some Easy Ways To Ruin Your Retirement

Everyone has read blogs, watched shows, and listened to people talk about all the key ways to improve or succeed in retirement. But what about how you can mess it all up?
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The Difficulty Of Financial Planning After The Death Of A Spouse

It is a life event that can be one of the most difficult things to go through both emotionally and financially. When one spouse dies, the remaining spouse is left to wrestle with a mountain of questions and choices. And although it’s difficult to discuss, proper planning can help make it easier to transition through this major life event. Let’s explore what someone should do in the event of a spouse’s passing, but also some of the pre-planning that can take place.
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Say One Thing Do Another

We've found that - ;for a lot of people - what they say and what they do don't necessarily match. Let's look at some examples in the financial world where you might be saying one thing, but your behavior indicates something different, and you don't even realize it...
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Easy Fixes For Monthly Spending

We spend a few minutes on some things to consider when trying to keep the monthly spending under control as we near or enter in to retirement.
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4 Milestones That Say You’re Ready For Retirement

A recent USA Today article outlined 4 financial milestones that should indicate you’re ready for retirement if you hit them. Matt gives us his take on this as well a few others to consider.
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Traditional IRA vs. Roth IRA

It seems that most people don't have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let's discuss how to determine what's best for you.
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This Memorial Day Weekend Unlike Any Other

Our intentions this week were to discuss strategies that just don't work. But with Memorial Day upon us we talk about what is happening to our nation and try to remember what Memorial day stands for. We also answer an email questions about mutual funds.
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Are You Paying Attention To Your Biggest Assets?

If you really took inventory of your financial situation, you might find that you’ve been taking for granted some assets that make up a huge piece of your puzzle. Is it possible you should be putting a little more thought into some of these assets?
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Things To Consider During Down Market

If it works within your plan, could this be a good time to invest more money in the market? Would a Roth conversion make sense during this crisis? Matt and Marc will discuss this week on the show.
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The CARES Act

We talked last time about the Coronavirus and the general impact it has had on every day life. Congress recently passed the CARES Act to try and help alleviate some of the financial impacts. Matt will discuss some of the main points of this new bill.
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Coronavirus Update

The Coronavirus (COVID-19) is having a dramatic impact on our daily lives and many people are taking a huge financial hit from lost wages, a volatile stock market, and general economic uncertainty. Matt will analyze it all on today's show as we break down the situation and give you some important things to think about when it comes to your financial plan.
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What’s Your Desire To Retire?

Different people have different levels of desire when it comes to finding their retirement date. Let’s explore these different levels of desire, as indicated by the statements people might make, and discuss how we’d help someone at these different levels.
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How To Account For Emotions In Your Financial Plan

Most people like to think that they always make decisions based on logic and facts, but the truth is that emotions usually play a role for all of us in the decision-making process...
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Lies You Learn In Broker School

A lot of financial professionals say things that just aren’t true. And it’s not that they’re intentionally trying to mislead, it’s just that they’ve been trained to use certain talking points, which they might even believe to be true themselves. Let’s talk about the statements you should be cautious of if you hear them from a financial advisor...
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The SECURE Act Passed - Now What?

After it simmered in Congress for a year, the SECURE Act is now law. If you have a retirement account of any kind, or will one day inherit a retirement account, this will affect you. Matt will hit the main points of this new bill and how it will change retirement planning.
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Finding Silver Lining In Unfortunate Financial Situations

Not everything goes smoothly in your financial life. We’ll look at some negative circumstances that many retirees and pre-retirees face and help you find the silver lining in the midst of tough situations..
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Sabotaging Your Own Retirement

With all of the things in the financial world that you can’t control, why would you sabotage your own retirement by messing up the things you can control? Let’s discuss some ways that people sabotage their own financial health.
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How To Live A Retirement Without Regret

Simple mistakes can sometimes lead to larger regrets in retirement. On today's show, we'll explore some of the things you can do to avoid living with regret in retirement.
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The Variables That Shape Your Retirement Plan

If the variables were the same for everybody, retirement planning would be much simpler. But the fact that everybody is different is what makes it fun. On today’s show, we’ll explain why answers to some of retirement’s critical questions vary from person to person.
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What Flying Teaches Us About Retirement

There are some important lessons that flying can teach us about retirement planning. So check your luggage, strap in to your seat, and let's take a trip with Matt.
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Even Responsible Savers Make Mistakes

Even for people who have been very responsible with their money over the years, entering retirement can still be a challenge because it's such a different stage of life. Let's talk about some of the missteps that even responsible savers can make...
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Busting The Biggest Financial Myths

Today’s episode is simple. We’ll look at some of the most widely believed financial myths and try to bust them wide open. The scary thing is that a lot of people base their financial plans on some of these myths. Don’t be like that.
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Is Playing The Blame Game Holding You Back Financially?

Have you ever had financial trouble? We're not just talking about atrocious situations like going bankrupt. There are also situations that can arise as life goes on such as a divorce, a bad broker, and more. Today we will talk about how to get out of some of these tricky positions and how to regain traction on the right path.
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Exposing 401(k) Weaknesses

Your 401k can be your most powerful retirement savings tool. But it's not perfect. Let's talk about some of the weaknesses that you should be aware of in your 401k (or 403b...or TSP...or 457 plan)...
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The Future Of Automation In The Financial World

With the technological strides that are being made in various industries, many jobs are being replaced in favor of automation. Similarly in the financial realm, you might have encountered robo-advisors as an alternative to working with a financial advisor. So this week, we'll take a broad look at how the financial industry may be altered by automation, as well as the benefits of human interaction.
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How to Turn Investments into Income

A big question for a lot of pre-retirees is: How do we take the money we have saved and turn that into income in retirement to replace our paychecks? We will discuss some basic concepts to help on this week's episode.
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Fish Or Cut Bait – Stuck On Financial Decisions

For some people, the biggest problem with their financial planning isn't that they make the wrong decisions. It's that they often fail to make decisions at all. But sometimes you just have to fish or cut bait.
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Plan Your Summer Vacation & Your Retirement

If you're heading out on a road trip this summer, there's a long checklist of items that you want to be sure you haven't forgotten. And in retirement planning, some of those exact same items need to be addressed. Let's look at some of the items that should appear on both your road trip checklist and your retirement planning checklist...
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Defining The Buzzword “Safe Money”

It seems that people have different definitions of "safe money" as it relates to their savings. Let's discuss some of those varying explanations of the term and why it's an important conversation for any retiree or pre-retiree to have.
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The 6 Things Wasting Away In Your Financial Junk Drawer

Most people have a junk drawer at home. It usually contains things like rubber bands, clothespins, highlighters, glue sticks, a tape measure, a label maker, and a pair of scissors. But most people have a financial junk drawer too. Let’s talk about some of the things that end up there and how they might be put to better use.
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Possible Tax Changes?

This week we discuss the new proposed gas tax hike in Michigan as well as political conversations around larger taxes for larger estates.
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Retirement Planning: When DIY Works (And When It Doesn’t)

In many areas of our culture, the do-it-yourself mentality is really popular. There's even a DIY Network where you can watch shows about home renovation, landscaping, or interior design, and how to do those things without professional help. Let's talk about what the DIY mentality looks like in retirement planning.
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The Upsides And Downsides Of An Informed Consumer

You want to feel informed about your options when it comes to making financial decisions. So, you probably turn to a lot of different sources to gather that information. Let’s look at some of the most popular areas from which you’re getting your financial education and evaluate whether these are wise areas from which to grow your financial knowledge.
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Episode #4: How To Spot A Bad Advisor

How do you know if your financial advisor is a bad fit for you? What about an advisor that you’re thinking about working with? How can you tell the good ones from the bad ones?
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Episode #3: Understanding Risk Tolerance

Any advisor worth his or her salt is going to have a conversation with you about risk. But what in the world is “risk tolerance”? It’s a buzzword that gets used a lot in meetings with financial advisors, but we’ve found that a lot of people don’t have a great understanding of how their risk tolerance truly impacts their financial and retirement plans. Let’s fix that and give you the 411 on risk tolerance.
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Episode #2: 5 Hidden Expenses You Need To Know About

Just because you can’t plainly see all the expenses you’ll incur during the retirement planning process doesn’t mean they aren’t there. Let’s cover 5 important areas where you’ll want to watch for hidden expenses.
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Episode #1: Retirement Planning - More Than Investments

There’s a lot more to retirement planning than just picking investments. Is your advisor helping you navigate all the other essential areas?
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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck