Smart Money Questions
By Matt Hausman
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Category: Investing
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Episodes: 225
Description
Weekly investing and financial planning wisdom seeking to provide answers to your financial questions with your host, Matt Hausman.
| Episode | Date |
|---|---|
|
Rethinking “Safe” Retirement Investing
|
May 21, 2026 |
|
Social Security, AI, and Protecting Your Money
|
Apr 30, 2026 |
|
Life Insurance at Every Age: Conversion Options, Cash Value & Care Costs
|
Apr 01, 2026 |
|
Roth vs. Pre‑Tax 401(k) in Your 50s & 60s: How to Maximize Retirement Income
|
Feb 19, 2026 |
|
Smart Investment Moves Heading Into 2026
|
Jan 29, 2026 |
|
Personal Estate Planning Stories: What Your Heirs Will Actually Face
|
Dec 18, 2025 |
|
The Smart 2025 Year-End Money Review
|
Nov 20, 2025 |
|
The Hidden Power of Tax Diversification
|
Oct 16, 2025 |
|
How Much Should I Be Saving?
|
Sep 11, 2025 |
|
What Are You Saving For?
|
Aug 21, 2025 |
|
Tax Changes, Roth Moves & Renting in Retirement
|
Jul 24, 2025 |
|
The Big Beautiful Bill: What It Really Means for Your Taxes
|
Jun 19, 2025 |
|
What Should You Actually Do When the Market Drops?
|
May 15, 2025 |
|
Smart Strategies for Real Estate and Retirement
|
Apr 17, 2025 |
|
Madness in March: Market Volatility & Tax Season
|
Mar 20, 2025 |
|
Savings Strategies and Tax Refunds
|
Feb 13, 2025 |
|
Where To Invest In 2025
|
Jan 16, 2025 |
|
Setting Financial Planning Goals for 2025
|
Dec 19, 2024 |
|
Looking Ahead Post-Election
|
Nov 21, 2024 |
|
Building The Foundation For Success: A Conversation With Mike Ricci
|
Oct 17, 2024 |
|
All Eyes on Interest Rates This Month
|
Sep 19, 2024 |
|
Taxes, Life Insurance & Legal Documents
|
Aug 15, 2024 |
|
The 2024 Mid-Year Check-Up
|
Jul 25, 2024 |
|
The Sky is Not Falling
|
Jun 20, 2024 |
|
Discussing Investing with a Young Client
|
May 16, 2024 |
|
Steps to Take if You’re 5 to 10 Years From Retirement
|
Apr 25, 2024 |
|
Life Insurance Questions and Our New Location
|
Mar 28, 2024 |
|
The Market in Election Years
|
Feb 22, 2024 |
|
What Can We Expect in 2024?
|
Jan 18, 2024 |
|
Small Business Planning and the Purpose of Money
|
Dec 28, 2023 |
|
Putting Your Extra Cash to Work
|
Nov 30, 2023 |
|
What You Need to Know About 2024 Open Enrollment
|
Oct 26, 2023 |
|
What You Missed at Our Educational Event
|
Sep 21, 2023 |
|
Mid-Year Financial Check-Up – Items to Assess
|
Aug 17, 2023 |
|
What We’re Paying Attention to This Summer
|
Jul 27, 2023 |
|
Talking Finances With My 21-Year-Old Daughter
|
Jun 22, 2023 |
|
Bank Failures, Debt Ceiling And The Market
|
May 18, 2023 |
|
Paying Off Debt and Relocating
|
Apr 20, 2023 |
|
Traveling Tips and Picking a Bank
|
Mar 16, 2023 |
|
Addressing The Most Pressing Client Retirement Tax Questions From The Past Few Months
|
Feb 16, 2023 |
|
What to Know About SECURE Act 2.0
|
Jan 12, 2023 |
|
Get to Know Robert Khoury, CEO of Agile Rainmakers
|
Dec 21, 2022 |
|
Scenarios for Using Annuities and Life Insurance
|
Dec 08, 2022 |
|
Clarification About Inherited IRAs
|
Nov 17, 2022 |
|
What Tax Changes Are Coming in 2023?
|
Oct 27, 2022 |
|
All About Medicare with Tom Anderson
|
Oct 13, 2022 |
|
Social Security COLA and Timing
|
Sep 22, 2022 |
|
Money Marketing Headlines
|
Sep 01, 2022 |
|
Funding Retirement Accounts with Commissions & Where Else To Invest
|
Aug 18, 2022 |
|
Difference Between W2 and 1099 Workers in Retirement
|
Aug 04, 2022 |
|
Client Money Questions - 401ks, Risk and Rate of Return
|
Jul 28, 2022 |
|
Mid-Year Financial Review Checklist
|
Jul 14, 2022 |
|
What Opportunities Are Available When Markets Are Down?
|
Jun 16, 2022 |
|
Target-Date Funds and Leasing vs. Buying A Car
|
Jun 02, 2022 |
|
Retirement Statistics: How Do You Measure Up?
|
May 19, 2022 |
|
Should You Pay Off Debt With a 401k Loan?
|
May 05, 2022 |
|
Spending More Money in Retirement Than You Make
|
Apr 21, 2022 |
|
Answering Your Life Insurance and Business Questions
|
Apr 07, 2022 |
|
Murky Areas of Retirement Planning
|
Mar 31, 2022 |
|
How to Prepare Financially for a Child
|
Mar 10, 2022 |
|
How to Prepare Financially for Divorce
|
Feb 17, 2022 |
|
Listener Questions - How to Help Mom, Retiring Early, and More
|
Feb 03, 2022 |
|
2022 Tax Season and Behavioral Finance
|
Jan 20, 2022 |
|
How to Avoid New Identity Theft Tactics
|
Jan 06, 2022 |
|
15 Money Resolutions For 2022
|
Dec 16, 2021 |
|
Piggy Bank Pies and Abundance Mentality
|
Dec 02, 2021 |
|
Taking A Deal Down To The Studs
|
Nov 18, 2021 |
|
Mandates and Forced Retirement: What Questions to Ask
|
Nov 04, 2021 |
|
Q&A About Long-Term Care, Car Leases and Social Security
|
Oct 21, 2021 |
|
Paying off a Mortgage, Emergency Funds and Surviving Spouse
|
Oct 07, 2021 |
|
The Fear of Spending Money in Retirement
|
Sep 23, 2021 |
|
Q&A: Starting a Business and Dave Ramey’s Advice
|
Sep 09, 2021 |
|
What to Know About Accumulation vs Decumulation
|
Aug 19, 2021 |
|
Should I Downsize My House in Retirement?
|
Aug 05, 2021 |
|
Should I Take Half of My Ex’s 401k or the Pension?
|
Jul 22, 2021 |
|
State of Washington’s New Payroll Tax is One to Watch
|
Jul 08, 2021 |
|
What to Know About President Biden’s Tax Proposal
|
Jun 17, 2021 |
|
How to Handle an Unplanned Retirement
|
Jun 03, 2021 |
|
Tough Questions About Family Finances
|
May 20, 2021 |
|
The Average Client & What Legal Docs You Must Have
|
May 06, 2021 |
|
How Much Money Do I Need to Retire?
|
Apr 15, 2021 |
|
Leaving 401k to My Child
|
Apr 01, 2021 |
|
Should You Take Advice From Financial Gurus?
|
Mar 18, 2021 |
|
Why Business Owners Need an Exit Strategy
|
Mar 04, 2021 |
|
Should You Pay Off Mortgage or Buy Investment Property
|
Feb 18, 2021 |
|
Planning For Long-Term Care Event
|
Feb 04, 2021 |
|
What to Know About Legacy and Estate Planning
|
Jan 21, 2021 |
|
What to Know About the Latest COVID Stimulus Package
|
Jan 07, 2021 |
|
Year-End Financial Planning Tips
|
Dec 17, 2020 |
|
Investment Decisions Going into 2021
|
Dec 03, 2020 |
|
Listener Questions - Reverse Mortgages and Helping a Widowed Parent
|
Nov 19, 2020 |
|
Top Places to Retire and How They Affect You Financially
|
Nov 05, 2020 |
|
An Update on Maggie’s Health and What to Know About Medicare
|
Oct 15, 2020 |
|
Election Worries & Steps to Saving for Retirement
|
Oct 02, 2020 |
|
Update On CARES Act and 401k Fees
|
Sep 17, 2020 |
|
Let’s Talk About Retirement, Market Swings and Election Fears
|
Sep 03, 2020 |
|
Mortgage Expert Lindsey Johnson Discusses PMI and Future of Real Estate
|
Aug 20, 2020 |
|
A Chat With Walter Storholt of Third Wheel Media
|
Aug 06, 2020 |
|
Is It Worth Getting Out of An Annuity With High Fees?
|
Jul 16, 2020 |
|
Mortgage Rates and HSAs
|
Jul 02, 2020 |
|
What To Know About Becoming a Consultant
|
Jun 17, 2020 |
|
Mark Twain, Traditional IRA vs. Roth and Other FAQs
|
Jun 04, 2020 |
|
Listener Questions: Diversification, Retirement Savings & More
|
May 21, 2020 |
|
Be Aware of the Latest Frauds
|
May 07, 2020 |
|
What You Need to Know About the CARES Act
|
Apr 16, 2020 |
|
Staying Financially Sane During This Crisis
|
Apr 02, 2020 |
|
Paying For College In Retirement
|
Mar 19, 2020 |
|
Coronavirus and Protection Of Assets For Long Term Care
|
Mar 05, 2020 |
|
Downsizing, Old Policies & Portfolio Options
|
Feb 20, 2020 |
|
How To Account For Emotions In Your Financial Plan
|
Feb 06, 2020 |
|
Changes To Retirement Planning
|
Jan 16, 2020 |
|
Establishing Residency In A New State, Pension Problems & Consolidating Accounts
|
Jan 02, 2020 |
|
Understanding Property and Casualty Insurance with Ted Wolfer
|
Dec 19, 2019 |
|
3 Listener Questions About Investing, 401k, and Retirement
|
Dec 05, 2019 |
|
Teaching Children Lessons About Money with John Lanza
|
Nov 21, 2019 |
|
Want to Know How We’re Investing Our Money?
|
Nov 07, 2019 |
|
Incorporating Giving Into Your Retirement Plan with Arlene Cogen
|
Oct 17, 2019 |
|
Financial Questions You Need to Ask Before Getting Remarried Later in Life
|
Oct 03, 2019 |
|
So When is the Next Market Crash Happening?
|
Sep 19, 2019 |
|
Empowering Women in Financial Planning
|
Sep 05, 2019 |
|
3rd and 4th Quarter Financial To-Do List
|
Aug 15, 2019 |
|
Understanding Tax Laws Can Help You With Investing Decisions
|
Aug 01, 2019 |
|
Unasked Questions About The Stretch IRA
|
Jul 18, 2019 |
|
Early Retirement, NOT In A Lower Tax Bracket, & Defining Your Financial Security
|
Jul 03, 2019 |
|
Adam Quiney On Your Relationship With Money
|
Jun 20, 2019 |
|
SECURE Act & Gifting vs. Inheriting
|
Jun 06, 2019 |
|
Roth IRA Follow Up And Inheriting Something I Don't Want
|
May 16, 2019 |
|
Roth IRA Contribution Limits And Other Questions
|
May 02, 2019 |
|
Estate Planning Essentials: Beneficiary Forms And Legal Documents
|
Apr 18, 2019 |
|
What's The Value Of An Advisor?
|
Apr 04, 2019 |
|
Julie's Story - A Client's Perspective
|
Mar 21, 2019 |
|
Mailbag: Savings, Roth or Traditional IRA, College Planning
|
Mar 07, 2019 |
|
Episode #93: Harlan Accola - Behind The Curtain of Reverse Mortgages
|
Feb 21, 2019 |
|
Episode #92: What The Rich DON'T Do With Their Money
|
Feb 07, 2019 |
|
Episode #91: Mailbag - Social Security, Inherited Stocks, Market Recessions
|
Jan 24, 2019 |
|
Episode #90: Relocating In Retirement
|
Jan 17, 2019 |
|
Episode #89 Understanding Risk Tolerance
|
Jan 10, 2019 |
|
Episode #88: Market Volatility & Risk
|
Jan 03, 2019 |
|
Episode #87: Mailbag - Paying Off Your House
|
Dec 27, 2018 |
|
Episode #86: Attitude Of Gratitude
|
Dec 20, 2018 |
|
Episode #85: Headlines Featuring Scams And Market Crashes
|
Dec 13, 2018 |
|
Episode 84: Paradigm Shift
|
Dec 06, 2018 |
|
Episode #83: Advising Is Problem-Solving
|
Nov 29, 2018 |
|
Episode #82: Soda Taxes And Fire
|
Nov 22, 2018 |
|
Episode #81: Matt's Planning Process Part 02
|
Nov 15, 2018 |
|
Episode #80: Matt's Planning Process Part 01
|
Nov 08, 2018 |
|
Episode # 79: Mailbag - Self-Directed IRAs & The Landlord Game
|
Nov 01, 2018 |
|
Episode #78: Maggie's Story
|
Oct 25, 2018 |
|
Episode #77: If Only I'd Met You Sooner!
|
Oct 18, 2018 |
|
Episode #76: How The New Tax Code Affects Me
|
Oct 11, 2018 |
|
Episode #75: Early Retirement Complications
|
Oct 04, 2018 |
|
Episode #74: Letter From The IRS
|
Sep 27, 2018 |
|
Episode #73: More Than Just Investments
|
Sep 20, 2018 |
|
Episode #72: RVs, Traveling, Remodeling, Credit Card Rewards
|
Sep 13, 2018 |
|
Episode #71: Sales Pitch Versus Planning
|
Sep 06, 2018 |
|
Episode #70: The Retirement Process Is Uncomfortable
|
Aug 30, 2018 |
|
Episode #69: Mailbag - Emergency Funds, Market Crashes, And Retirement Planning
|
Aug 23, 2018 |
|
Episode #68: Avoid Costly Mistakes In Estate Planning
|
Aug 16, 2018 |
|
Episode #67: What Financial Demographics Can Tell Us
|
Aug 09, 2018 |
|
Episode #66: What To Do With Required Minimum Distributions
|
Aug 02, 2018 |
|
Episode #65: Walter Buys A House
|
Jul 26, 2018 |
|
Episode #64: Health Insurance Options Before Medicare
|
Jul 19, 2018 |
|
Episode #63: Making Bad Financial Assumptions
|
Jul 12, 2018 |
|
Episode #62: Side Thought. Tax Reform With Rich Swavely
|
Jul 05, 2018 |
|
Episode #61: Things You Can't Control
|
Jun 28, 2018 |
|
Episode #60: Legal Documents You Need In Your Retirement Plan
|
Jun 21, 2018 |
|
Episode #59: Getting Started: A Financial Plan's First Steps
|
Jun 14, 2018 |
|
Episode #58: What Are You Going To Do In Retirement?
|
Jun 07, 2018 |
|
Mailbag: Office Buildings, Whole Life, Financial Empowerment
|
May 31, 2018 |
|
You Got What?
|
May 24, 2018 |
|
The Important Things You Should Know About 401k Rollovers
|
May 17, 2018 |
|
Fear Of Running Out Vs Spending It
|
May 10, 2018 |
|
Mailbag: IRA Losses, Unemployed Conversions, Severance, "Financial Guys"
|
May 03, 2018 |
|
Side Thought: Should You Pay Off A Mortgage With An IRA?
|
Apr 26, 2018 |
|
Helping Out With Parents
|
Apr 19, 2018 |
|
April: National Distracted Investor Awareness Month
|
Apr 12, 2018 |
|
Mailbag: Downsizing, Big vs. Small Companies, And Forced Budgeting
|
Apr 05, 2018 |
|
Mailbag: International Conflicts, College Loans, Lots of Little 401ks, And When To Finally Meet With An Advisor
|
Mar 29, 2018 |
|
His And Hers Retirement Planning
|
Mar 22, 2018 |
|
Storytime: Collaborating With Other Pros
|
Mar 15, 2018 |
|
Mailbag: Home As A Retirement Plan And Spousal Dispute Questions
|
Mar 08, 2018 |
|
Chocolate, Thunderstorms, Mortgages, And Target Date Funds
|
Mar 01, 2018 |
|
The Financial Lies We Tell Ourselves
|
Feb 22, 2018 |
|
Carrie's Question: What's Going To Happen To Tax Rates?
|
Feb 15, 2018 |
|
Mailbag: How To Invest Through Retirement And How To Handle Lump Sums
|
Feb 08, 2018 |
|
In the News: Big Box Retail, Bonuses, And Robots
|
Feb 01, 2018 |
|
Stress And Retirement
|
Jan 25, 2018 |
|
Why Your Excuses For Questionable Decisions Don't Hold Water
|
Jan 18, 2018 |
|
Storytime: Wow, You're Old Now
|
Jan 11, 2018 |
|
Mailbag: Age Gaps, Rental Property, Too Conservative
|
Jan 04, 2018 |
|
Common 401k Questions
|
Dec 28, 2017 |
|
Financial Santa Claus
|
Dec 21, 2017 |
|
Mailbag: Early Medicare, Tightwads, New Cars & Divorce At Retirement
|
Dec 14, 2017 |
|
Financially Savvy Grandparenting: Part 2
|
Dec 07, 2017 |
|
Financially Savvy Grandparenting: Part 1
|
Nov 30, 2017 |
|
Story Time: In The Nick Of Time
|
Nov 21, 2017 |
|
Mailbag: Nursing Homes, Roths, and Hating Advisors
|
Nov 16, 2017 |
|
Retirement's New Paradigm
|
Nov 09, 2017 |
|
Mailbag: LTC, LSPs, Metals
|
Nov 02, 2017 |
|
Quiz Your Advisor
|
Oct 26, 2017 |
|
Reaping Rewards For Financial Sacrifice
|
Oct 19, 2017 |
|
Mailbag
|
Oct 12, 2017 |
|
The Un-Asked Financial Questions
|
Oct 05, 2017 |
|
Required Minimum Distributions
|
Sep 28, 2017 |
|
Are You Ready For Retirement?
|
Sep 21, 2017 |
|
Mailbag Questions
|
Sep 14, 2017 |
|
Universal Retirement Truths
|
Sep 07, 2017 |
|
Common Planning Complaints
|
Aug 31, 2017 |
|
Are 401(k) Plans Right For You?
|
Aug 24, 2017 |
|
Mailbag
|
Aug 17, 2017 |
|
The Financial Draft
|
Aug 10, 2017 |
|
Social Security Myths
|
Aug 03, 2017 |
|
A Financial Game Show
|
Jul 27, 2017 |
|
Smart Money Questions: IRAs and Retiring Advisors
|
Jul 20, 2017 |
|
Treating Retirement Like Vacation
|
Jul 13, 2017 |
|
Financial "Blind Spots"
|
Jul 06, 2017 |
|
Common Money Mistakes
|
Jun 29, 2017 |
|
Rebalancing A Portfolio
|
Jun 22, 2017 |
|
Importance of Income Planning
|
Jun 15, 2017 |
|
Where Do You Stand
|
Jun 08, 2017 |
|
Pre-Flight Checklist
|
Jun 01, 2017 |
|
Major Life Events
|
May 25, 2017 |
|
Breaking Down Your Financial Statements
|
May 18, 2017 |
|
Beneficiary Mistakes
|
May 11, 2017 |
|
Rookie Mistakes
|
May 04, 2017 |