Matt Hausman public
[search 0]
×
Best Matt Hausman podcasts we could find (updated July 2020)
Best Matt Hausman podcasts we could find
Updated July 2020
Join millions of Player FM users today to get news and insights whenever you like, even when you're offline. Podcast smarter with the free podcast app that refuses to compromise. Let's play!
Join the world's best podcast app to manage your favorite shows online and play them offline on our Android and iOS apps. It's free and easy!
More
show episodes
 
Loading …
show series
 
Are you looking at the mortgage rates right now and considering making a home purchase or refinancing your home? If so, what do you need to know beforehand? Matt will also tackle a discussion of whether you should have a Health Savings Account. Show Notes, Resources & Contact Info: https://smartmoneyquestions.com/ Timestamps: 1:22 - Today we’re goi…
 
Are you considering working as a consultant or independent contractor? What does that mean for your finances and what should you prepare for ahead of time? We’ll answer those questions plus talk about trusts on today’s episode Read more and get additional financial resources here: https://wp.me/p9B077-KL Today's show schedule: 0:30 - Matt shares hi…
 
Where is your retirement money saved? Will it benefit you more now or later? On this episode of Smart Money Questions, Matt answers several FAQs when it comes to your retirement accounts as well as another question about inheritance plans. Read more and get additional resources here: https://wp.me/p9B077-KD Today's show schedule: 0:30 - Philadelphi…
 
In today’s episode of Smart Money Questions, Matt answers a number of questions from listeners. From saving enough for retirement to claiming Social Security, we will talk through several scenarios listeners are currently facing. Read more and get additional financial resources here: https://wp.me/p9B077-Ku Today's show schedule: 0:38 - We’re about…
 
Have you heard of some of the latest frauds? The more you know, the better you can keep safe from being fooled by a fraud. We'll also talk about staying positive and maintaining your well-being before addressing some inheritance questions. Read more and get additional financial resources here: https://wp.me/p9B077-Kp Today's show schedule: 0:33 - H…
 
Are you wondering what the CARES Act is all about and how it might benefit you? What rules should you be aware of? Matt will share the key elements you should be aware of when it comes to the CARES Act in times of coronavirus. Read more and get additional resources here: https://wp.me/p9B077-Ki Today's show rundown: 3:09 - What is the CARES Act doi…
 
Coronavirus has already impacted all of our lives, be it through social distancing or through the stock market. How can you think strategically and stay level-headed financially? Read more and get additional resources here: https://wp.me/p9B077-Ka Today's rundown: 1:13 - What is our new normal going to look like? 3:58 - What’s happening in the mark…
 
It is no secret that college tuition is expensive and many parents want to help out their children pay for a higher education. But is it worth risking your retirement? Today we will look at the factors that parents should consider when paying for their child's education. Especially for those parents that are near, or in retirement. We also answer a…
 
You’ve likely carried an auto and homeowners policy for many years and don’t think too much about it, but your property and casualty insurance is your protection from major financial disaster. We talk with an insurance specialist to get a better understanding of these policies and what we should be paying attention to. Show Notes and Additional Res…
 
You never know what kind of questions or scenarios you’ll come across when working with clients. But that’s what makes planning exciting. Today we’ll pull three great questions that we’ve heard recently involving 401k rollovers, investing rental property proceeds, and the challenge of spending in retirement. We’ll go in-depth on each answer to show…
 
Are you worried that your child is accumulating too many things? Do you wonder if you’re spoiling your child? John Lanza, author of The Art of Allowance, joins the show to give us an overview of his Money Mammals empowerment kit that teaches children how to share, save and spend. This is a great place to start if you want to lay a foundation for mo…
 
Have you ever stopped to think about what your financial advisor invests in? You get a lot of advice and guidance but do they actually follow their own suggestions? We’re going to pull back the curtain and tell you how we manage our entire portfolio for the three businesses. Show Notes: http://smartmoneyquestions.com/podcastposts/want-to-know-how-w…
 
So much of our focus during retirement planning is saving money to protect ourselves and provide for our family, but there’s such a great opportunity to improve our lives even more by giving to others. Not only does it improve the lives of others but it also creates financial benefits for your portfolio. Arlene Cogen, a philanthropic leadership con…
 
With 50 percent of marriages ending in divorce, there’s a good chance you or someone you know is going to face the choice later in life to remarry or stay single. Many things will factor into that decision but understanding how your finances will be impacted is a significant part of that discussion. These are the questions you need to be asking. To…
 
It’s a question we get a lot from clients. Everyone has enjoyed the long run upwards in the stock market but now we’ve moved into the stage of worry and pessimism. But it’s not your fault. Headlines always make you fear the worst, and that’s why we’re going to address the elephant in the room and how to be prepared for the worst. On this episode: 0…
 
Matt will be speaking at an event on the topic of empowering women in financial planning and it got him thinking a lot about examples in his personal and professional life that tie into the topic. This episode will run through statistics you need to know and the most important investment items you need to have in order. Click here to see the full s…
 
We’ve already rolled into the third quarter of the year and that presents us with a great opportunity to evaluate our portfolio. Giving your plan a check-up will help keep it on track headed towards your goals so use this checklist focus on the most important questions. Check out the full show notes by clicking here.----more---- Today's rundown: 0:…
 
A recent tax bill was signed into law in July 2019 and it serves as a reminder that understanding taxes is an important aspect to planning your retirement. Knowing how much of your money will be yours when you decide to access it will determine how much you actually need. On this episode, we discuss this tax law and answer a few questions sent to u…
 
Do you ever wonder what you might not even know to ask about? For instance, do you know what a stretch IRA is and how it works? Or how to designate beneficiaries and joint ownership over your accounts appropriately? Matt talks through the ins and outs of these things, answering your questions before you ask them. See the full show notes here. ----m…
 
We've got a few listener questions on the docket for today. First up, we'll discuss Abe's question about being forced into an early retirement. Should he get another job? What items should he address before he is no longer receiving a paycheck? We'll also answer Blair's question about tax brackets in retirement. What is the real outlook on future t…
 
At the end of May, Congress passed the SECURE Act, which will create some major changes to qualified retirement accounts. We'll look into what those changes will be, as well as possible future implications. And later, Matt shares a story about a client that highlights the importance of understanding the difference between gifting and inheriting.…
 
When it comes to building a retirement plan, one of the biggest items that people overlook, or even avoid, is designating their beneficiaries. But taking the time to do this is key to ensuring that your assets are handed down in the way you intend, and that your estate does not go through probate. Matt gives us some tips on how to prepare these ess…
 
The featured guest this week is Matt's current client Julie, who is in the process of planning for retirement and has been working with Matt for several years now. Julie provides some valuable insight into the planning process from a client perspective, and even offers up some great travel tips from her experience in the hospitality industry.…
 
We've received a lot of listener questions following our interview with Harlan Accola. Jane wants to know about the preferred interest rate for a savings/money market account. Hector asks about the differences between a Roth IRA and a traditional IRA. Finally, Jim wonders about how to properly save for his kids' college plans. Matt will answer all …
 
If you're like most people, you've probably steered clear of reverse mortgages for one reason or another, but there's quite a bit more to them that isn't generally discussed. Matt brings in Harlan Accola to demystify the subject. Who should consider one, and who should not? What kind of options are available and what are the costs associated? And w…
 
We love to feature your questions on the podcast. Join us as we answer your email questions on Social Security, market recessions, and inherited stocks. For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://smartmoneyquestions.com/podcastposts/episode-91-mailbag-social-security-inherited-stoc…
 
Risk tolerance is a buzzword you often hear in the financial industry. It's important to understand what it is and how it applies to you as an investor. For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-89-understanding-risk-tolerance/…
 
There's a conversation Matt has with clients all the time. It's about market volatility. It's one of the most important things to grasp and understand as you prepare for retirement. On this episode, Matt will recount one of those recent conversations with a couple that came into his office, some of the questions they asked and how ultimately they w…
 
On this edition of the podcast, Matt addresses scams that could attack your wealth and the question of whether a market crash could eat into your portfolio. For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-85-scams-market-crashes/…
 
Many people think of financial advisors as money managers. In reality, advising is problem-solving. Matt gives examples of some of the puzzles he’s worked. For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-83-advising-problem-solving/…
 
People ask us what our retirement planning process looks like. Join us for part two of our series detailing one couple's journey through retirement. For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-81-planning-process/…
 
People ask us what our retirement planning process looks like. Join us on a two-part series as we detail one couple's seven year journey through retirement. For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-80-matts-planning-process-part-01…
 
We'll answer your questions and determine whether you should get into the landlord game. We'll also examine whether you should open a self-directed IRA. For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-79-landlord-game/…
 
Loading …

Quick Reference Guide

Copyright 2020 | Sitemap | Privacy Policy | Terms of Service
Google login Twitter login Classic login