Mondays With Matt Podcast cover art

All Episodes

Mondays With Matt Podcast — 178 episodes

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Title
1

Maverick, Goose, and the Financial Danger Zone

2

OpenAI, SpaceX, and You — Should You Care About the IPO Boom?

3

“I Wish I Knew This at 25” — Young Adult Money Mistakes

4

Protecting What You Care Most About

5

Should My Financial Advisor Help Me Beat The Market Every Year?

6

You Saved All Your Life - Now You Can't Bring Yourself to Spend It

7

Mailbag: Smart Ways to Invest Extra Income and Inheriting an IRA

8

Tax Mistakes New Retirees Make

9

The Gray Areas That Actually Matter in Retirement

10

Reacting To Controversial Financial Takes

11

Roth or Traditional at 55: Which 401(k) Makes Sense?

12

An Economist Is Optimistic About 2026 — Should You Be?

13

I’m 62: Should I File For Social Security Or Wait?

14

Your First Christmas in Retirement

15

The 5 Retirement Questions Smart People Ask

16

Do Your Feelings Belong in Your Financial Plan?

17

Two Advisors, Twice the Confusion?

18

October is Financial Planning Month: Here’s Your Checklist

19

What If You Fall Short Of Your Retirement Savings Goal?

20

The 5 Must-Do’s In Year One of Retirement

21

Inflation Is Still Wrecking Retirement Confidence

22

Back To School Retirement Planning Quiz

23

7 Retirement Assumptions to Reconsider in 2025

24

What The One Big Beautiful Bill Means For Your Retirement

25

Retirement Breaking News: The 4% Rule Gets a Makeover

26

The 4 Things You Can Control in Retirement

27

The Lazy Way to Retire? Let’s Talk Target-Date Funds

28

Should You Lend Money to Friends or Family?

29

What Do Proposed Tariffs Mean For Your Portfolio?

30

What Should You Actually Do When the Market Drops?

31

April Fool’s: Beliefs That Fool Retirement Savers The Most

32

Caring for an Aging Parent: Financially Smart or Emotionally Costly

33

Built a Business, But Not a Retirement Plan? Here’s What to Do Now

34

If You’re a Smart Investor, Do You Really Need a Financial Advisor

35

Social Security Claiming Tips for Diverse Family Situations

36

The Snowbird Retirement: Is a Seasonal Move Right for You?

37

Transform Your Money Mindset in 30 Days- 2025 Method (Part 2)

38

Transform Your Money Mindset in 30 Days- 2025 Method (Part 1)

39

Don’t Blow Your Bonus! Smart Ways to Use a Lump Sum Payout

40

Don’t Gamble With Your Nest Egg: Lessons From Your Favorite Game Shows

41

Social Security Shake-Up: How Raising the Retirement Age Could Impact You

42

Happening Now: Current Economic Issues and Other 4th Quarter Items

43

Retirees In Their 70s Regret These 5 Things

44

The Magic 8 Ball’s Guide to Retirement Planning

45

Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning (Part 2)

46

Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning (Part 1)

47

The Top 401(k) FAQs In 2024

48

Lies You Might Be Telling Yourself About Money

49

Beware of Retirement Half-Truths (Part 2)

50

Beware of Retirement Half-Truths (Part 1)

51

The Beauty of Simplicity When Planning For Retirement

52

Combatting Popular Excuses For Poor Financial Decision-Making

53

Steering Clear of Retirement Stress

54

Your Financial Wellness Check-Up

55

How Is Technology Redefining Retirement Planning?

56

Finance Fortress: Practical Strategies for Retirees Against Scams & Fraud

57

Money Lessons While Filling Out Your March Madness Bracket

58

Retirement Planning Is Different For Women: Here’s Why

59

Are Your Good Money Habits Holding You Back? (Part 2)

60

Are Your Good Money Habits Holding You Back? (Part 1)

61

Mailbag: I’m a Business Owner- How Much Should I Be Saving For Retirement?

62

The Questions You Must Ask Your Financial Advisor

63

Easy Wins in Personal Finance

64

End of Year Financial Planning For 2023

65

Are There Universal Retirement Truths? Part 2

66

Are There Universal Retirement Truths? Part 1

67

Understanding RMDs: A Guide For Retirees & The Soon-to-Retire

68

Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid

69

Till Debt Do Us Part: Resolving Financial Sources of Tension Between Couples, Part 2

70

Till Debt Do Us Part: Resolving Financial Sources of Tension Between Couples (Part 1)

71

Specific Strategies for Single Women

72

Retirement Rebels: Winning Your Financial Independence

73

Counterintuitive Advice: Why You Should NOT Invest In A 401(k)

74

Bad Money Habits Could Spoil Your Retirement Party

75

5 Beneficiary Mistakes: Are You Accidentally Spoiling Your Retirement Plan?

76

Rookie Mistakes Even Experienced Investors Make

77

A Comprehensive Dismantling Of 2023’s Top Social Security Myths, Part 2

78

A Comprehensive Dismantling Of 2023’s Top Social Security Myths, Part 1

79

Should An Advisor Tailor A Plan To Fit Your Personality?

80

Moving Your Retirement Goalposts: Is It Worth The Risk?

81

Top Tax Tips For Retirees

82

Four Ways The SECURE Act 2.0 Might Impact You

83

Goals For The Year: Financial, Business and Personal Goals For 2023

84

2023 Edition: 10 Point Checklist For Retirement Preparedness

85

Naughty Or Nice

86

Investor Biases

87

Making Smart Decisions During Major Life Events

88

The Retirement Marathon: Finishing The Race

89

Common Retirement Planning Questions About Taxes

90

The Money Gridiron: What Football Teaches Us About Retirement Planning

91

Can’t Get No Satisfaction... Or Can You?

92

Retirement Planning From A Psychologist’s Point Of View

93

Deep Dive On RMD’s

94

Planning For Retirement’s Uncertainties

95

Financial Planning Considerations When You’re In Between Jobs

96

Tough Topic: Retirement & Divorce

97

Top 5 Important Financial Debates

98

Investor Beware: Spotting Red Flags When Picking An Advisor

99

Countdown To Retirement

100

Retirement Statistics

101

Common Housing Questions From Retirees

102

The Most Important Birthdays In Retirement Planning

103

Listener Questions - Will One IRA Provide Enough Diversification?

104

Murky Issues That Make Retirement Planning Harder

105

Planning For Things We Can’t Predict

106

Who Even Needs A Financial Advisor?

107

Don’t Fumble Your Retirement In The Financial Red Zone

108

How “The Great Resignation” Could Impact You Or A Loved One’s Retirement

109

5 Signs You’re In Good Financial Health

110

22 Money Resolutions For 2022

111

Handling Unreasonable Requests

112

Living The Dream: Planning The Non-Financial Retirement Stuff

113

Tax Consequences: Pros & Cons of Various Account Types

114

Pride Before A Fall: How Overconfidence Can Lead To Financial Ruin

115

Mind The Gap

116

Spotting Red Flags In Your Finances

117

When Should You Turn On Social Security?

118

What Makes Your Financial Advisor Tick?

119

5 Things You Must Know About Decumulation To Retire Successfully

120

Financial Independence

121

Not Your Father’s Retirement

122

Learning Through Uncommon Sense

123

What Is Financial Wellness?

124

Listening To The Money Doctor

125

Will Rogers’ Retirement Advice

126

Are You Flirtin’ With Disaster?

127

Launching Your Financial Campaign

128

Where Crisis & Opportunity Meet

129

Alternative Investments: Ignore? Or Jump All Over Them?

130

How Women Can Make Sure They’re Involved In Financial Decisions

131

Mailbag Show

132

What Are The Three Qualities Of Money?

133

What Drives Your Financial Advisor Crazy?

134

End Of Year Planning Tasks

135

A 5 Question Retirement Preparedness Quiz

136

The Financial Commandments

137

Predictions & Presidency

138

This One Is On The House

139

Are These Rules Full Of Bull?

140

Here Are Some Easy Ways To Ruin Your Retirement

141

The Difficulty Of Financial Planning After The Death Of A Spouse

142

Say One Thing Do Another

143

Easy Fixes For Monthly Spending

144

4 Milestones That Say You’re Ready For Retirement

145

Traditional IRA vs. Roth IRA

146

This Memorial Day Weekend Unlike Any Other

147

Are You Paying Attention To Your Biggest Assets?

148

Things To Consider During Down Market

149

The CARES Act

150

Coronavirus Update

151

What’s Your Desire To Retire?

152

How To Account For Emotions In Your Financial Plan

153

Lies You Learn In Broker School

154

The SECURE Act Passed - Now What?

155

Finding Silver Lining In Unfortunate Financial Situations

156

Sabotaging Your Own Retirement

157

How To Live A Retirement Without Regret

158

The Variables That Shape Your Retirement Plan

159

What Flying Teaches Us About Retirement

160

Even Responsible Savers Make Mistakes

161

Busting The Biggest Financial Myths

162

Is Playing The Blame Game Holding You Back Financially?

163

Exposing 401(k) Weaknesses

164

The Future Of Automation In The Financial World

165

What Popular Proverbs Teach Us About Money

166

How To Turn Investments Into Income

167

Fish Or Cut Bait – Stuck On Financial Decisions

168

Plan Your Summer Vacation & Your Retirement

169

Defining The Buzzword “Safe Money”

170

When Is It “Safe” For You To Retire?

171

The 6 Things Wasting Away In Your Financial Junk Drawer

172

Possible Tax Changes?

173

Retirement Planning: When DIY Works (And When It Doesn’t)

174

The Upsides And Downsides Of An Informed Consumer

175

Episode #4: How To Spot A Bad Advisor

176

Episode #3: Risk Tolerance

177

Episode #2: 5 Hidden Expenses You Need To Know About

178

Episode #1: Retirement Planning - More Than Just Investments