The Matter Financial Report cover art

All Episodes

The Matter Financial Report — 44 episodes

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Title
1

Master Your Financial Goals

2

Important Moves to Make Before You Retire

3

How to Manage a Windfall

4

Signs That You’re Ready to Retire

5

10 Key Retirement Ages

6

What Trump Accounts Can Mean For You

7

Investment Behaviors That Can Hurt Your Retirement

8

How Does Your Retirement Savings Stack Up?

9

Retirement Savings: Is Yours on Track?

10

Is Your Family Financially Prepared for the Unexpected?

11

Is a Roth Conversion Right for You?

12

How Much Monthly Retirement Income is Enough?

13

A Different Way to Budget

14

Yes, You Can Spend During Retirement

15

Long-Term Care Myths and Facts

16

Follow Your Social Security Signs

17

Add Fuel to Your 401(k) Balance

18

13 Habits for a Successful Retirement

19

Prepare Today for Tomorrow’s Healthcare Costs

20

Gen X Retirement Strategies

21

Five Pillars for Retirement

22

Market Recap & Outlook with Ernesto De La Torre

23

Retiring Early? Here’s What You Need To Know.

24

Generational Vault And Enhanced Planning: A Powerful Combo

25

Two Retirement Rules You Should Know About

26

Financial Resolutions for the New Year

27

So, You’re a Decade From Retirement

28

How to Truly Enjoy Your Retirement

29

The Great Wealth Transfer and You

30

Managing Financial Risk During a Market Downturn

31

What the Fed’s Rate Cut Means For You

32

Social Security: Preparing for the Unknown

33

Life Insurance? Roth IRA? What You Need to Know!

34

Beneficiary 101

35

The Cost of Being a Grandparent

36

What You Need to Know

37

Elder Abuse & Financial Scams

38

Yes, retirees should keep investing

39

Don't End Up with These Retirement Regrets

40

Ditch Your Debt

41

Tariffs and the Future

42

Retirement: How do you know if you’re ready?

43

The End of Social Security WEP & GPO

44

Financial Matters with Michael Matter