Solving the Financial Puzzle

Ep #140: Getting Old Stinks

Getting old can be tough. As you enter retirement, there are all sorts of difficulties you may face. Dan will help you plan a worry-free retirement.

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-140-getting-old-stinks/

Ep #139: Boring Is Beautiful

Boring is beautiful. On this edition of the podcast, we'll explain why a boring portfolio brings stability in retirement.

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-139-boring-is-beautiful/

Ep #138: Get The Heck Out Of My House

If your kids are living in your house, this one's for you. Learn why allowing your kids to live at home after college does way more harm than good.

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-138-get-out-of-my-house/

 

Ep #137: Dude, Where’s My Car?

Car buying is an art. Become a savvy shopper, and make wise decisions on your next trip to the dealership. Learn about buying versus leasing.

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-137-dude-wheres-my-car/

 

Ep #136: How To Leave Your Home

There are many reasons and methods for leaving your house for your kids after you pass away. Let's go over what to do and what not to do in order to make the process as smooth as possible.

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-136-how-to-leave-your-home/

Ep #135: The Benefits Of Brain Damage

You probably did a double-take reading that podcast title. Let us explain. There's a specific type of brain damage that eliminates someone's ability to feel fear. Surprisingly, this disability has some interesting effects when it comes to that person's investing behaviors. Dan will dive into the details of what we're talking about.

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-135-benefits-brain-damage/

Episode 134: The Index

Warren Buffett is a big fan of index funds and in this episode, Dan explains why exactly that is. He defines what index funds are, the different types of them and how they compare to actively managed or selective funds. Dan also talks about beating the market and why this concept is not as effective as people think it is.

You can find show notes and more information by clicking here: https://bit.ly/2KaxSGc

Episode 133: Bond

No, Dan isn’t talking about James Bond this week – he’s talking all about financial bonds. He explains everything from the types of bonds there are to why bonds are providing a negative return rate this year (and why that’s not unusual). He also touches on the beauty of minimalism and how too many things cause stress and weigh you down.

You can find show notes and more information by clicking here: https://bit.ly/2K6OMcj

Episode 132: Terrible Mistakes

There are plenty of mistakes that you could make in retirement. Dan will help you avoid tragedies that might otherwise strike your portfolio.

Listen in to hear the top five money missteps he sees people make in retirement all the time. It might just save you a lot of headache—and cash—down the line.

You can find show notes and more information by clicking here: http://bit.ly/2kq93uU 

Episode 131: The Controversial Annuity

There's a lot of controversy and conflicting opinions surrounding annuities. Dan breaks down how they work and what their pros and cons are.
 
While this is one of the most controversial subjects in the world of personal finance, it really shouldn’t be. It’s a strategy, and whether or not it’s for you depends on your situation. Listen in to hear Dan's balanced take on the subject.

You can find show notes and more information by clicking here: http://bit.ly/2k5zjdN