Solving the Financial Puzzle

Ep #151: Meet the Parkers: A Case Study for Whether or Not You Need an Advisor

We get the question quite a lot about whether someone needs a financial advisor so Dan Cuprill shares a real-life example of a couple he worked with to provide a case study for how the process plays out. We’ll call them the Parkers, and we’ll walk through their first meeting, goals, needs, and how we decided they were a fit for an advisor. Read the rest of this entry »

Ep #150: I’m Dead, Now What? Preparing Yourself for Estate Planning

No one wants to think about death but thinking about how your assets will be handled when you’re gone is a necessary part of life. Effective estate planning can leave you in control of your hard-earned money and investments, but it can also make the process clear and efficient for your heirs. Using the checklist provided today will help you make all the considerations you need for your estate plan.

Read more about this topic and see the show notes here.  Read the rest of this entry »

Ep #149: Social Insecurity: What You Need to Consider When Filing for Social Security

Social Security benefits can be a valuable source of income when you reach retirement but deciding when to file can be difficult to determine. Should you start receiving your check at age 62 or hold out for a larger sum at age 70? We consider all of these factors and explain what you need to know on this episode.

Read more on this topic and see the show notes here. 

Click the link to receive your Retirement Rescue Toolkit: https://matsonandcuprill.leadpages.co/free-tax-toolkit/

Here's a full rundown for this episode: 

1:53 – Introducing today’s topic: Social Security and what you need to know

3:00 – The questions everyone asks, ‘When should you file?’ Here’s what you should consider.

4:36 – The system rewards you for waiting, but at what age is your break even point?

5:53 – Every situation is different but you need to figure out your sources for income.

7:18 – Why it’s important to get a Social Security timing analysis.

8:24 – Another factor to consider if you plan on relying heavily on savings.

9:08 – Quick of review of when you should file and things you should be considering.

Ep #148: Stupid Questions?

"There are no stupid questions, just the stupid people who ask them." That famous quote speaks to the heart of this edition of the podcast. Join us as we seek to educate you about the financial world and answer five of the most popular financial questions we receive on a regular basis. Don't worry, these are actually pretty complex questions.

Click the link to receive your Retirement Rescue Toolkit: https://matsonandcuprill.leadpages.co/free-tax-toolkit/

Click the link for more in-depth reading in a recent blog post: https://matsonandcuprill.com/stupid-questions/

Ep #147: The Bern Is Back

The Bern is back, and it seems the self-avowed Socialist movement is on the rise. Join us as we unpack why managed economies simply won't ever work.

Click the link to receive your Retirement Rescue Toolkit: https://matsonandcuprill.leadpages.co/free-tax-toolkit/

Click the link for more in-depth reading in a recent blog post: https://matsonandcuprill.com/the-bern-is-back/

Ep #146: Dealing With Death

Nobody likes to think about dying, but death is an inevitable reality. Discover what you need to do to make sure you loved ones are cared for when you die.

Click the link to receive your Retirement Rescue Toolkit: https://matsonandcuprill.leadpages.co/free-tax-toolkit/

Click the link for more in-depth reading in a recent blog post: https://matsonandcuprill.com/ep-146-dealing-with-death/

Ep # 145: The Right Reasons To Hire A Financial Advisor

You probably have several reasons for choosing one advisor over another, but are they the right reasons? Discover why you should hire a particular advisor.

Click the link to receive your Retirement Rescue Toolkit:https://matsonandcuprill.leadpages.co/free-tax-toolkit/

Click the link for more in-depth reading in a recent blog post: https://matsonandcuprill.com/ep-145-the-right-reasons-to-hire-a-financial-advisor/

Ep # 144: Dealing With Disappointment

Don't let disappointment get in the way of your investing strategy. Dan shares with us how to stay the course amidst economic and political upheaval.

Click the link to receive your Retirement Rescue Toolkit:https://matsonandcuprill.leadpages.co/free-tax-toolkit/

Click the link for more in-depth reading in a recent blog post: https://matsonandcuprill.com/ep-144-disappointment/

Ep #143: Your Portfolio Stinks

Face it. Your portfolio stinks. It’s probably not invested as well as you think, but don’t worry, we’ve got a solution for you.

Click the link to receive your Retirement Rescue Toolkit:https://matsonandcuprill.leadpages.co/free-tax-toolkit/

Click the link for more in-depth reading in a recent blog post: https://matsonandcuprill.com/ep-143-your-portfolio-stinks/

Ep #142: Budgets For People Who Hate Budgets

Budgets are tricky. If you struggle with managing your own, we’ve got a process to help you save and become aware of your spending habits.

Click the link to receive your Retirement Rescue Toolkit:https://matsonandcuprill.leadpages.co/free-tax-toolkit/

Click the link for more in-depth reading in a recent blog post: https://matsonandcuprill.com/ep-142-budgets-for-people-who-hate-budgets/