The Matter Financial Report

During this show, we’ll discuss retirement planning considerations and explore how much you may want saved as you approach retirement.

During this episode, we'll explore the financial missteps that can create challenges for the next generation, the importance of communication and planning around estate decisions, and practical steps to help protect your wealth and your family from fraud.

During this episode, we'll explore Roth conversions including what they are, who they may benefit, and the important considerations anyone should think through before making a decision.

During this episode, we’ll consider how to determine how much monthly income you’ll need to maintain your preferred lifestyle during retirement.

During this episode, we discuss the anti-budget — a simpler, more sustainable approach to managing money — and connect it to the broader goal of financial freedom.

During this episode, we’re going to discuss how you can spend enough money to enjoy life and retirement while still sticking to your financial strategy.

During this show, we’re going to break down three long-term care myths and ways to pay for long-term care.

During this show, our discussion will focus on how to know when to file for Social Security and three ways you might be able to max out your benefit during the current year.

During this show, look at how you may be able to boost your 401(k) balance. We’ll also discuss IRAs.

During this show, we’re going to discuss 13 habits you can adopt that may better position you for the retirement you truly want.

During this episode, we’ll discuss the importance of addressing future healthcare expenses when planning for retirement.

During this episode, we’ll dig into what members of Generation X should do to better prepare for their impending retirement.

During today’s show, examine and discuss five planning pillars that may help you on your path to retirement.

In this episode, Ernesto De La Torre joins us to break down the pivotal market shifts from the past year and what they signal for the months ahead. We dive deep into actionable strategies for navigating current volatility, focusing on how high-net-worth investors can protect their capital while identifying emerging growth opportunities. Tune in to gain a professional vantage point on portfolio construction and the macroeconomic trends shaping the 2026 financial landscape.

During this episode, we’ll examine some of the things you need to know about retiring early.

We discuss the importance of estate and legacy planning for you and your family. It's important to have the right documents and know where they are in order to keep family harmony.

On this episode, we’ll discuss two common retirement rules: The rule of $1,000 and the rule of dying with zero.

In this episode we explore actionable steps to achieve your financial goals in the new year. We'll discuss strategies for budgeting, saving, and investing, including tips for reducing debt, maximizing retirement contributions, and building an emergency fund. Join us as we provide practical advice and motivation to help you make 2025 your most financially successful year yet.

During this episode, we’ll consider potential steps to prepare for retirement if you’re about a decade away from that monumental event.

During this show, we’ll discuss how you can balance your need to preserve assets during retirement with your goal of truly enjoying your post-work life.

During this episode, we’re going to discuss the Great Wealth Transfer and how you can better ensure your own assets end up with the people you care about.

During this show, we’ll walk through several potential strategies to help you navigate financial during risk when the market hits a downturn.

During this show, we’re going to discuss the Fed’s recent rate cut and what it might mean for your financial strategy.

During this show, we’ll look at Social Security from two important angles: Whether you should file early given the program’s somewhat uncertain future and how a possible 24% Social Security cut could impact retirement as soon as 2032.

On today’s show, we’re going to consider the pros and cons of life insurance and Roth IRAs for retirement income as well as saving in a 401(k) and an IRA in the same year.

During this show, we’ll examine many of the legal and strategy steps you should consider if you inherit an IRA.

During today’s show, we’ll consider how much it costs to be a grandparent and how you can build a financial strategy that positions you to enjoy your grandkids while also taking care of your own financial needs.

During this show we’re going to take a close look at annuities, particularly their pros and cons.

During this show we’re going to mark National Elder Abuse Awareness Day, June 15, by discussing elder abuse prevention and protecting yourself from financial scams.

During this episode we’ll consider whether retirees should continue investing and talk about the various options for financial growth in retirement.

Retirement can be a golden chapter, but many people look back with financial regrets. In this episode, we dive into common pitfalls that can derail your retirement dreams. From underestimating healthcare costs to regretting impulsive purchases, we'll uncover the most frequent financial missteps and provide actionable advice to avoid them. By the end, you'll have a clear roadmap to a worry-free retirement.

During this show, we’re going to discuss what you can do to get yourself out of debt.

In this episode, we will discuss the impact of tariffs on the global economy. We will also discuss how tariffs can affect your personal finances. Finally, we will provide some tips on how to protect your finances in a time of rising tariffs.

During this show, we’re going to chat about the signs that help you how to know if you’re ready for retirement.

This week, we dissect the recent repeal of the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO), exploring how this landmark change will impact millions of public sector retirees. We'll break down the new benefit calculations and discuss strategies for maximizing your retirement income in light of these legislative shifts. Finally, we'll analyze the potential long-term effects on the Social Security system and what it means for future generations.

In our first episode, Michael talks about the importance of financial planning, as well as tips and strategies for retirement.