Mondays With Matt Podcast cover art

All Episodes

Mondays With Matt Podcast — 183 episodes

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Title
1

Conversation Starters: Questions Worth Asking About Your Financial Future

2

Holding Serve: Tennis Lessons for Your Money

3

Why People Keep Working In Their Retirement Years

4

The 5 D's of Retirement Planning

5

The 4% Rule vs. the 8% Rule: What's the Right Withdrawal Rate for You?

6

Maverick, Goose, and the Financial Danger Zone

7

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

8

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

9

Protecting What You Care Most About

10

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

11

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

12

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

13

Tax Mistakes New Retirees Make

14

The Gray Areas That Actually Matter in Retirement

15

Reacting To Controversial Financial Takes

16

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

17

An Economist Is Optimistic About 2026 — Should You Be?

18

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

19

Your First Christmas in Retirement

20

The 5 Retirement Questions Smart People Ask

21

Do Your Feelings Belong in Your Financial Plan?

22

Two Advisors, Twice the Confusion?

23

October is Financial Planning Month: Here’s Your Checklist

24

What If You Fall Short Of Your Retirement Savings Goal?

25

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

26

Inflation Is Still Wrecking Retirement Confidence

27

Back To School Retirement Planning Quiz

28

7 Retirement Assumptions to Reconsider in 2025

29

What The One Big Beautiful Bill Means For Your Retirement

30

Retirement Breaking News: The 4% Rule Gets a Makeover

31

The 4 Things You Can Control in Retirement

32

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

33

Should You Lend Money to Friends or Family?

34

What Do Proposed Tariffs Mean For Your Portfolio?

35

What Should You Actually Do When the Market Drops?

36

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

37

Caring for an Aging Parent: Financially Smart or Emotionally Costly

38

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

39

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

40

Social Security Claiming Tips for Diverse Family Situations

41

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

42

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

43

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

44

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

45

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

46

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

47

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

48

Retirees In Their 70s Regret These 5 Things

49

The Magic 8 Ball’s Guide to Retirement Planning

50

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

51

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

52

The Top 401(k) FAQs In 2024

53

Lies You Might Be Telling Yourself About Money

54

Beware of Retirement Half-Truths (Part 2)

55

Beware of Retirement Half-Truths (Part 1)

56

The Beauty of Simplicity When Planning For Retirement

57

Combatting Popular Excuses For Poor Financial Decision-Making

58

Steering Clear of Retirement Stress

59

Your Financial Wellness Check-Up

60

How Is Technology Redefining Retirement Planning?

61

Finance Fortress: Practical Strategies for Retirees Against Scams & Fraud

62

Money Lessons While Filling Out Your March Madness Bracket

63

Retirement Planning Is Different For Women: Here’s Why

64

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

65

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

66

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

67

The Questions You Must Ask Your Financial Advisor

68

Easy Wins in Personal Finance

69

End of Year Financial Planning For 2023

70

Are There Universal Retirement Truths? Part 2

71

Are There Universal Retirement Truths? Part 1

72

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

73

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

74

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

75

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

76

Specific Strategies for Single Women

77

Retirement Rebels: Winning Your Financial Independence

78

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

79

Bad Money Habits Could Spoil Your Retirement Party

80

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

81

Rookie Mistakes Even Experienced Investors Make

82

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

83

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

84

Should An Advisor Tailor A Plan To Fit Your Personality?

85

Moving Your Retirement Goalposts: Is It Worth The Risk?

86

Top Tax Tips For Retirees

87

Four Ways The SECURE Act 2.0 Might Impact You

88

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

89

2023 Edition: 10 Point Checklist For Retirement Preparedness

90

Naughty Or Nice

91

Investor Biases

92

Making Smart Decisions During Major Life Events

93

The Retirement Marathon: Finishing The Race

94

Common Retirement Planning Questions About Taxes

95

The Money Gridiron: What Football Teaches Us About Retirement Planning

96

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

97

Retirement Planning From A Psychologist’s Point Of View

98

Deep Dive On RMD’s

99

Planning For Retirement’s Uncertainties

100

Financial Planning Considerations When You’re In Between Jobs

101

Tough Topic: Retirement & Divorce

102

Top 5 Important Financial Debates

103

Investor Beware: Spotting Red Flags When Picking An Advisor

104

Countdown To Retirement

105

Retirement Statistics

106

Common Housing Questions From Retirees

107

The Most Important Birthdays In Retirement Planning

108

Listener Questions - Will One IRA Provide Enough Diversification?

109

Murky Issues That Make Retirement Planning Harder

110

Planning For Things We Can’t Predict

111

Who Even Needs A Financial Advisor?

112

Don’t Fumble Your Retirement In The Financial Red Zone

113

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

114

5 Signs You’re In Good Financial Health

115

22 Money Resolutions For 2022

116

Handling Unreasonable Requests

117

Living The Dream: Planning The Non-Financial Retirement Stuff

118

Tax Consequences: Pros & Cons of Various Account Types

119

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

120

Mind The Gap

121

Spotting Red Flags In Your Finances

122

When Should You Turn On Social Security?

123

What Makes Your Financial Advisor Tick?

124

5 Things You Must Know About Decumulation To Retire Successfully

125

Financial Independence

126

Not Your Father’s Retirement

127

Learning Through Uncommon Sense

128

What Is Financial Wellness?

129

Listening To The Money Doctor

130

Will Rogers’ Retirement Advice

131

Are You Flirtin’ With Disaster?

132

Launching Your Financial Campaign

133

Where Crisis & Opportunity Meet

134

Alternative Investments: Ignore? Or Jump All Over Them?

135

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

136

Mailbag Show

137

What Are The Three Qualities Of Money?

138

What Drives Your Financial Advisor Crazy?

139

End Of Year Planning Tasks

140

A 5 Question Retirement Preparedness Quiz

141

The Financial Commandments

142

Predictions & Presidency

143

This One Is On The House

144

Are These Rules Full Of Bull?

145

Here Are Some Easy Ways To Ruin Your Retirement

146

The Difficulty Of Financial Planning After The Death Of A Spouse

147

Say One Thing Do Another

148

Easy Fixes For Monthly Spending

149

4 Milestones That Say You’re Ready For Retirement

150

Traditional IRA vs. Roth IRA

151

This Memorial Day Weekend Unlike Any Other

152

Are You Paying Attention To Your Biggest Assets?

153

Things To Consider During Down Market

154

The CARES Act

155

Coronavirus Update

156

What’s Your Desire To Retire?

157

How To Account For Emotions In Your Financial Plan

158

Lies You Learn In Broker School

159

The SECURE Act Passed - Now What?

160

Finding Silver Lining In Unfortunate Financial Situations

161

Sabotaging Your Own Retirement

162

How To Live A Retirement Without Regret

163

The Variables That Shape Your Retirement Plan

164

What Flying Teaches Us About Retirement

165

Even Responsible Savers Make Mistakes

166

Busting The Biggest Financial Myths

167

Is Playing The Blame Game Holding You Back Financially?

168

Exposing 401(k) Weaknesses

169

The Future Of Automation In The Financial World

170

What Popular Proverbs Teach Us About Money

171

How To Turn Investments Into Income

172

Fish Or Cut Bait – Stuck On Financial Decisions

173

Plan Your Summer Vacation & Your Retirement

174

Defining The Buzzword “Safe Money”

175

When Is It “Safe” For You To Retire?

176

The 6 Things Wasting Away In Your Financial Junk Drawer

177

Possible Tax Changes?

178

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

179

The Upsides And Downsides Of An Informed Consumer

180

Episode #4: How To Spot A Bad Advisor

181

Episode #3: Risk Tolerance

182

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

183

Episode #1: Retirement Planning - More Than Just Investments