Smart Money Questions
Weekly investing and financial planning wisdom seeking to provide answers to your financial questions with your host, Matt Hausman....more
Matt Hausman
All Episodes (198)
From new to old
From new to old
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1. Life Insurance Questions and Our New Location
Mar 28,2024 19:04 -
2. The Market in Election Years
Feb 22,2024 16:50 -
3. What Can We Expect in 2024?
Jan 18,2024 17:11 -
4. Small Business Planning and the Purpose of Money
Dec 28,2023 20:25 -
5. Putting Your Extra Cash to Work
Nov 30,2023 18:21 -
6. What You Need to Know About 2024 Open Enrollment
Oct 26,2023 20:35 -
7. What You Missed at Our Educational Event
Sep 21,2023 30:13 -
8. Mid-Year Financial Check-Up – Items to Assess
Aug 17,2023 21:12 -
9. What We’re Paying Attention to This Summer
Jul 27,2023 18:45 -
10. Talking Finances With My 21-Year-Old Daughter
Jun 22,2023 21:21 -
11. Bank Failures, Debt Ceiling And The Market
May 18,2023 24:26 -
12. Paying Off Debt and Relocating
Apr 20,2023 23:41 -
13. Traveling Tips and Picking a Bank
Mar 16,2023 32:03 -
15. What to Know About SECURE Act 2.0
Jan 12,2023 20:44 -
16. Get to Know Robert Khoury, CEO of Agile Rainmakers
Dec 21,2022 30:16 -
17. Scenarios for Using Annuities and Life Insurance
Dec 08,2022 18:56 -
18. Clarification About Inherited IRAs
Nov 17,2022 18:21 -
19. What Tax Changes Are Coming in 2023?
Oct 27,2022 17:32 -
20. All About Medicare with Tom Anderson
Oct 13,2022 26:00 -
21. Social Security COLA and Timing
Sep 22,2022 13:22 -
22. Money Marketing Headlines
Sep 01,2022 13:53 -
23. Funding Retirement Accounts with Commissions & Where Else To Invest
Aug 18,2022 17:49 -
24. Difference Between W2 and 1099 Workers in Retirement
Aug 04,2022 20:37 -
25. Client Money Questions - 401ks, Risk and Rate of Return
Jul 28,2022 17:55 -
26. Mid-Year Financial Review Checklist
Jul 14,2022 17:37 -
27. What Opportunities Are Available When Markets Are Down?
Jun 16,2022 16:06 -
28. Target-Date Funds and Leasing vs. Buying A Car
Jun 02,2022 19:39 -
29. Retirement Statistics: How Do You Measure Up?
May 19,2022 19:04 -
30. Should You Pay Off Debt With a 401k Loan?
May 05,2022 15:15 -
31. Spending More Money in Retirement Than You Make
Apr 21,2022 13:24 -
32. Answering Your Life Insurance and Business Questions
Apr 07,2022 15:56 -
33. Murky Areas of Retirement Planning
Mar 31,2022 23:18 -
34. How to Prepare Financially for a Child
Mar 10,2022 18:31 -
35. How to Prepare Financially for Divorce
Feb 17,2022 15:47 -
36. Listener Questions - How to Help Mom, Retiring Early, and More
Feb 03,2022 18:55 -
37. 2022 Tax Season and Behavioral Finance
Jan 20,2022 19:20 -
38. How to Avoid New Identity Theft Tactics
Jan 06,2022 15:15 -
39. 15 Money Resolutions For 2022
Dec 16,2021 17:42 -
40. Piggy Bank Pies and Abundance Mentality
Dec 02,2021 11:15 -
41. Taking A Deal Down To The Studs
Nov 18,2021 18:46 -
42. Mandates and Forced Retirement: What Questions to Ask
Nov 04,2021 14:07 -
43. Q&A About Long-Term Care, Car Leases and Social Security
Oct 21,2021 17:45 -
44. Paying off a Mortgage, Emergency Funds and Surviving Spouse
Oct 07,2021 14:08 -
45. The Fear of Spending Money in Retirement
Sep 23,2021 15:26 -
46. Q&A: Starting a Business and Dave Ramey’s Advice
Sep 09,2021 17:09 -
47. What to Know About Accumulation vs Decumulation
Aug 19,2021 24:12 -
48. Should I Downsize My House in Retirement?
Aug 05,2021 17:32 -
49. Should I Take Half of My Ex’s 401k or the Pension?
Jul 22,2021 18:47 -
50. State of Washington’s New Payroll Tax is One to Watch
Jul 08,2021 19:51 -
51. What to Know About President Biden’s Tax Proposal
Jun 17,2021 25:56 -
52. How to Handle an Unplanned Retirement
Jun 03,2021 22:14 -
53. Tough Questions About Family Finances
May 20,2021 17:37 -
54. The Average Client & What Legal Docs You Must Have
May 06,2021 18:03 -
55. How Much Money Do I Need to Retire?
Apr 15,2021 23:45 -
56. Leaving 401k to My Child
Apr 01,2021 23:18 -
57. Should You Take Advice From Financial Gurus?
Mar 18,2021 21:28 -
58. Why Business Owners Need an Exit Strategy
Mar 04,2021 22:58 -
59. Should You Pay Off Mortgage or Buy Investment Property
Feb 18,2021 23:30 -
60. Planning For Long-Term Care Event
Feb 04,2021 24:44 -
61. What to Know About Legacy and Estate Planning
Jan 21,2021 21:56 -
62. What to Know About the Latest COVID Stimulus Package
Jan 07,2021 21:34 -
63. Year-End Financial Planning Tips
Dec 17,2020 28:05 -
64. Investment Decisions Going into 2021
Dec 03,2020 26:49 -
65. Listener Questions - Reverse Mortgages and Helping a Widowed Parent
Nov 19,2020 22:16 -
66. Top Places to Retire and How They Affect You Financially
Nov 05,2020 16:53 -
67. An Update on Maggie’s Health and What to Know About Medicare
Oct 15,2020 28:23 -
68. Election Worries & Steps to Saving for Retirement
Oct 02,2020 30:21 -
69. Update On CARES Act and 401k Fees
Sep 17,2020 28:41 -
70. Let’s Talk About Retirement, Market Swings and Election Fears
Sep 03,2020 23:41 -
72. A Chat With Walter Storholt of Third Wheel Media
Aug 06,2020 38:55 -
73. Is It Worth Getting Out of An Annuity With High Fees?
Jul 16,2020 24:36 -
74. Mortgage Rates and HSAs
Jul 02,2020 29:33 -
75. What To Know About Becoming a Consultant
Jun 17,2020 20:59 -
76. Mark Twain, Traditional IRA vs. Roth and Other FAQs
Jun 04,2020 25:24 -
77. Listener Questions: Diversification, Retirement Savings & More
May 21,2020 25:42 -
78. Be Aware of the Latest Frauds
May 07,2020 22:12 -
79. What You Need to Know About the CARES Act
Apr 16,2020 16:10 -
80. Staying Financially Sane During This Crisis
Apr 02,2020 25:34 -
81. Paying For College In Retirement
Mar 19,2020 28:08 -
82. Coronavirus and Protection Of Assets For Long Term Care
Mar 05,2020 21:55 -
83. Downsizing, Old Policies & Portfolio Options
Feb 20,2020 24:10 -
84. How To Account For Emotions In Your Financial Plan
Feb 06,2020 22:41 -
85. Changes To Retirement Planning
Jan 16,2020 25:32 -
87. Understanding Property and Casualty Insurance with Ted Wolfer
Dec 19,2019 32:29 -
88. 3 Listener Questions About Investing, 401k, and Retirement
Dec 05,2019 22:49 -
89. Teaching Children Lessons About Money with John Lanza
Nov 21,2019 28:08 -
90. Want to Know How We’re Investing Our Money?
Nov 07,2019 23:46 -
91. Incorporating Giving Into Your Retirement Plan with Arlene Cogen
Oct 17,2019 32:14 -
93. So When is the Next Market Crash Happening?
Sep 19,2019 19:58 -
94. Empowering Women in Financial Planning
Sep 05,2019 21:04 -
95. 3rd and 4th Quarter Financial To-Do List
Aug 15,2019 21:17 -
96. Understanding Tax Laws Can Help You With Investing Decisions
Aug 01,2019 17:40 -
97. Unasked Questions About The Stretch IRA
Jul 18,2019 20:46 -
99. Adam Quiney On Your Relationship With Money
Jun 20,2019 28:28 -
100. SECURE Act & Gifting vs. Inheriting
Jun 06,2019 26:01 -
101. Roth IRA Follow Up And Inheriting Something I Don't Want
May 16,2019 23:19 -
102. Roth IRA Contribution Limits And Other Questions
May 02,2019 25:45 -
103. Estate Planning Essentials: Beneficiary Forms And Legal Documents
Apr 18,2019 17:08 -
104. What's The Value Of An Advisor?
Apr 04,2019 25:44 -
105. Julie's Story - A Client's Perspective
Mar 21,2019 13:43 -
106. Mailbag: Savings, Roth or Traditional IRA, College Planning
Mar 07,2019 22:55 -
110. Episode #90: Relocating In Retirement
Jan 17,2019 14:36 -
111. Episode #89 Understanding Risk Tolerance
Jan 10,2019 27:22 -
112. Episode #88: Market Volatility & Risk
Jan 03,2019 15:08 -
113. Episode #87: Mailbag - Paying Off Your House
Dec 27,2018 25:02 -
114. Episode #86: Attitude Of Gratitude
Dec 20,2018 11:52 -
115. Episode #85: Headlines Featuring Scams And Market Crashes
Dec 13,2018 29:27 -
116. Episode 84: Paradigm Shift
Dec 06,2018 22:05 -
117. Episode #83: Advising Is Problem-Solving
Nov 29,2018 34:19 -
118. Episode #82: Soda Taxes And Fire
Nov 22,2018 28:07 -
119. Episode #81: Matt's Planning Process Part 02
Nov 15,2018 19:47 -
120. Episode #80: Matt's Planning Process Part 01
Nov 08,2018 20:10 -
121. Episode # 79: Mailbag - Self-Directed IRAs & The Landlord Game
Nov 01,2018 20:27 -
122. Episode #78: Maggie's Story
Oct 25,2018 22:45 -
123. Episode #77: If Only I'd Met You Sooner!
Oct 18,2018 15:46 -
124. Episode #76: How The New Tax Code Affects Me
Oct 11,2018 13:47 -
125. Episode #75: Early Retirement Complications
Oct 04,2018 15:31 -
126. Episode #74: Letter From The IRS
Sep 27,2018 14:42 -
127. Episode #73: More Than Just Investments
Sep 20,2018 28:54 -
128. Episode #72: RVs, Traveling, Remodeling, Credit Card Rewards
Sep 13,2018 17:56 -
129. Episode #71: Sales Pitch Versus Planning
Sep 06,2018 31:25 -
130. Episode #70: The Retirement Process Is Uncomfortable
Aug 30,2018 15:30 -
132. Episode #68: Avoid Costly Mistakes In Estate Planning
Aug 16,2018 15:41 -
133. Episode #67: What Financial Demographics Can Tell Us
Aug 09,2018 19:21 -
134. Episode #66: What To Do With Required Minimum Distributions
Aug 02,2018 16:18 -
135. Episode #65: Walter Buys A House
Jul 26,2018 35:54 -
136. Episode #64: Health Insurance Options Before Medicare
Jul 19,2018 14:06 -
137. Episode #63: Making Bad Financial Assumptions
Jul 12,2018 17:09 -
138. Episode #62: Side Thought. Tax Reform With Rich Swavely
Jul 05,2018 19:09 -
139. Episode #61: Things You Can't Control
Jun 28,2018 19:42 -
140. Episode #60: Legal Documents You Need In Your Retirement Plan
Jun 21,2018 19:49 -
141. Episode #59: Getting Started: A Financial Plan's First Steps
Jun 14,2018 20:24 -
142. Episode #58: What Are You Going To Do In Retirement?
Jun 07,2018 11:54 -
143. Mailbag: Office Buildings, Whole Life, Financial Empowerment
May 31,2018 23:12 -
144. You Got What?
May 24,2018 11:46 -
145. The Important Things You Should Know About 401k Rollovers
May 17,2018 19:13 -
148. Side Thought: Should You Pay Off A Mortgage With An IRA?
Apr 26,2018 12:23 -
149. Helping Out With Parents
Apr 19,2018 14:19 -
150. April: National Distracted Investor Awareness Month
Apr 12,2018 21:59 -
151. Mailbag: Downsizing, Big vs. Small Companies, And Forced Budgeting
Apr 05,2018 21:13 -
153. His And Hers Retirement Planning
Mar 22,2018 18:36 -
154. Storytime: Collaborating With Other Pros
Mar 15,2018 22:36 -
156. Chocolate, Thunderstorms, Mortgages, And Target Date Funds
Mar 01,2018 23:36 -
157. The Financial Lies We Tell Ourselves
Feb 22,2018 21:30 -
158. Carrie's Question: What's Going To Happen To Tax Rates?
Feb 15,2018 14:10 -
160. In the News: Big Box Retail, Bonuses, And Robots
Feb 01,2018 17:23 -
161. Stress And Retirement
Jan 25,2018 17:23 -
164. Mailbag: Age Gaps, Rental Property, Too Conservative
Jan 04,2018 24:19 -
165. Common 401k Questions
Dec 28,2017 10:56 -
169. Financially Savvy Grandparenting: Part 1
Nov 30,2017 16:30 -
175. Reaping Rewards For Financial Sacrifice
Oct 19,2017 15:59
Smart Money Questions
Weekly investing and financial planning wisdom seeking to provide answers to your financial questions with your host, Matt Hausman.
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