The Matter Financial Report cover art

All Episodes

The Matter Financial Report — 36 episodes

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Title
1

Retirement Savings: Is Yours on Track?

2

Is Your Family Financially Prepared for the Unexpected?

3

Is a Roth Conversion Right for You?

4

How Much Monthly Retirement Income is Enough?

5

A Different Way to Budget

6

Yes, You Can Spend During Retirement

7

Long-Term Care Myths and Facts

8

Follow Your Social Security Signs

9

Add Fuel to Your 401(k) Balance

10

13 Habits for a Successful Retirement

11

Prepare Today for Tomorrow’s Healthcare Costs

12

Gen X Retirement Strategies

13

Five Pillars for Retirement

14

Market Recap & Outlook with Ernesto De La Torre

15

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

16

Generational Vault And Enhanced Planning: A Powerful Combo

17

Two Retirement Rules You Should Know About

18

Financial Resolutions for the New Year

19

So, You’re a Decade From Retirement

20

How to Truly Enjoy Your Retirement

21

The Great Wealth Transfer and You

22

Managing Financial Risk During a Market Downturn

23

What the Fed’s Rate Cut Means For You

24

Social Security: Preparing for the Unknown

25

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

26

Beneficiary 101

27

The Cost of Being a Grandparent

28

What You Need to Know

29

Elder Abuse & Financial Scams

30

Yes, retirees should keep investing

31

Don't End Up with These Retirement Regrets

32

Ditch Your Debt

33

Tariffs and the Future

34

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

35

The End of Social Security WEP & GPO

36

Financial Matters with Michael Matter