"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.
There are plenty of mistakes that you could make in retirement. Dan will help you avoid tragedies that might otherwise strike your portfolio, savings and lifestyle. Listen in to hear the top five money missteps he sees people make in retirement all the time. You might be surprised at just how often these mistakes [...]
One of the most misunderstood asset classes is going to be explained and exposed on today's show. This episode gets into the world of life insurance – in a quick and interesting way. Class is in session so take a seat and get ready to learn some extremely valuable information about life insurance and [...]
Dan has recently been witnessing the decline in health of his beloved pet dog. In this episode, he examines the situation and extrapolates its meaning to life in retirement. Listen in to hear the lessons Dan has learned from analyzing the personality changes of his pet, and how it all relates back to finances. [...]
Many people have questions about their 401k options so if you're not sure how to navigate your 401k decision making, you're not alone. Dan has some great advice on how to get started with your 401k savings whether your employer is contributing or not. He discusses specific ways you can make wise decisions that [...]
On this episode of Solving The Financial Puzzle, Dan will be answering some of your questions and providing clarity on a few common worries and situations that effect your wallet. The questions are on a variety of topics from retirement, investments, savings, lump sums, merging 401ks, taxes and even international issues. There are some [...]
You are cordially invited to the Investor Symposium hosted by Matson Money. When: Thursday, July 31, 2014 - Saturday, August 2, 2014 Where: Horseshoe Casino & Conference Center 1000 Broadway, Cincinnati, OH USA Speakers Include: Arthur B. Laffer, PhD: Chief economic advisor to Ronald Reagan Terrance Odean, PhD: Professor at Cal-Berkley, expert in the [...]