Smart Money Questions
Weekly investing and financial planning wisdom seeking to provide answers to your financial questions with your host, Matt Hausman.
Episodes
Buying a new home in or near retirement can look straightforward until you start weighing taxes, investments, cash flow, and what happens before the old house sells. Matt walks through two recent client scenarios that show why the best answer can look very different from one person to the next. The key is to look at the entire financial situation before deciding how to fund the move.
Here’s some of what we discuss in this epi...
💸 Ready to take control of your financial future?
📞✨ Book a free call with Matt today! 👉 https://go.oncehub.com/matthausman
Dave Ramsey has built one of the most recognized brands in personal finance. Millions of people have followed his advice out of debt and into savings. But when it comes to how much you should pull from your retirement ac...
💸 Ready to take control of your financial future?
📞✨ Book a free call with Matt today! 👉 https://go.oncehub.com/matthausman
Most people think about taxes once a year. The problem is that by the time you're filing your return, it's often too late to make meaningful changes. Matt explains why tax planning is far more important than tax filing and shares a real-life story of a woman whose misunderstanding of the tax code resulted i...
💸 Ready to take control of your financial future?
📞✨ Book a free call with Matt today! 👉 https://go.oncehub.com/matthausman
What if “playing it safe” with your money is actually creating a different kind of risk? In this episode, Matt challenges common assumptions about retirement investing and explains why financial decisions should be driven by purpose, flexibility, and long-term thinking rather than fear. You&rsqu...
Some big conversations are happening right now that could reshape retirement as we know it, from potential Social Security changes to the growing role of AI in investing and everyday life. The challenge isn’t reacting to headlines, it’s understanding what actually matters for your plan. Matt breaks down proposed Social Security changes, smarter ways to save, where AI could help (and hurt), and the risks many retirees do...
💸 Ready to take control of your financial future?
📞✨ Book a free call with Matt today! 👉 https://go.oncehub.com/matthausman
Life insurance isn’t just about a death benefit anymore, and many people don’t realize how much it’s evolved. Matt discusses real client scenarios that highlight how life insurance can still play a powerful role at different stages of life.
If you already have a policy or are questioning i...
💸 Ready to take control of your financial future?
📞✨ Book a free call with Matt today! 👉 https://go.oncehub.com/matthausman
In this episode, Matt tackles one of the biggest tax decisions that retirees face: Roth or pre-tax? It’s not just about today’s tax bill. It’s about future flexibility, income planning, and how your choices ripple through the rest of your financial life. Using real-world scenarios and prac...
💸 Ready to take control of your financial future?
📞✨ Book a free call with Matt today! 👉 https://go.oncehub.com/matthausman
A new year brings no shortage of market opinions and plenty of noise. Matt shares a grounded perspective on how to think about investing as 2026 takes shape, with an emphasis on preparation over prediction. This episode covers several long-term planning decisions that often get overlooked by pre-retirees an...
💸 Ready to take control of your financial future?
📞✨ Book a free call with Matt today! 👉 https://go.oncehub.com/matthausman
What if everything you thought you'd set up to protect your family turned out to be a maze of red tape and frustration? In this episode, discover the hidden roadblocks that can derail even the most carefully planned estates, as Matt reveals the eye-opening reality facing heirs in 2025, where paperwork alone...
💸 Ready to take control of your financial future?
📞✨ Book a free call with Matt today! 👉 https://go.oncehub.com/matthausman
As the year wraps up, it’s the perfect chance to step back and make sure your financial plan is aligned, optimized, and ready for the year ahead. Matt highlights key areas worth reviewing before the calendar turns, and what can happen if we don’t. Year-end planning doesn’t have to be overw...
💸 Ready to take control of your financial future?
📞✨ Book a free call with Matt today! 👉 https://go.oncehub.com/matthausman
Most people diversify their investments but forget to diversify their taxes. Today, Matt explains why tax diversification is one of the most powerful tools for retirees and how it can dramatically improve the longevity of your money. He shares a real client story that proves smart tax strategy means bigger ...
💸 Ready to take control of your financial future?
📞✨ Book a free call with Matt today! 👉 https://go.oncehub.com/matthausman
“How much should I be saving?” It’s one of the most common financial questions, and the answer isn’t always simple.
The right saving strategy depends on your income, debt, lifestyle, and long-term goals. In this episode, Matt shares the framework he uses with clients of all ages to a...
💸 Ready to take control of your financial future?
📞✨ Book a free call with Matt today! 👉 https://go.oncehub.com/matthausman
Do you know the real purpose behind your savings? Money isn’t the end goal, it’s the tool that helps you build the life you want. In this episode, Matt asks a deceptively simple but powerful question: What are you really saving for? Instead of focusing only on numbers, taxes, and investments, Ma...
💸 Ready to take control of your financial future?
📞✨ Book a free call with Matt today! 👉 https://go.oncehub.com/matthausman
What does the newly signed One Big Beautiful Bill (BBB) really mean for your taxes and your future? In this episode of Smart Money Questions, we will explain the most important tax changes in simple terms. From extended tax brackets to new deductions for seniors and enhancements to charitable giving, we&rsq...
What’s all the buzz about the “Big Beautiful Bill?” With many current tax provisions set to expire at the end of the year, there’s a lot of noise, but very little that’s finalized. Matt walks through the latest version of the Senate proposal, what it could mean for taxpayers, and why the only smart move right now is to stay informed and stay patient.
He also highlights a thought-provoking article from ...
The headlines are loud, the markets are messy, and your gut might be telling you to do something., anything, right now. But what should you actually do when your portfolio takes a hit? In this episode, Matt talks about recent market volatility and reminds listeners why reacting emotionally can cost more than staying the course. He shares stories from client conversations during the dip, explains the dangers of market timing, and re...
Selling your home and relocating in retirement is both an emotional decision and a financial one. Today’s real estate landscape adds in another layer of complexity, especially for retirees. In this episode, Matt shares insights from working with four different clients who are each navigating the complexities of selling, buying, or relocating.
Here’s some of what we discuss in this episode:
🏡 Real-world advice from clie...
As we dive into the heart of March Madness, the excitement of college basketball isn't the only thing making headlines; the financial markets are also experiencing their own form of madness. In this episode of Smart Money Questions, Matt breaks down the latest market volatility, tax season updates, and investment strategies to help you stay informed and confident in your financial future.
Here’s some of what we discuss ...
Today we want to cover some timely discussions that we’ve had with clients recently, ranging from savings strategies and debt management to tax refunds and credit card spending. Good saving and spending habits are developed over time, but these seemingly small routines can make a huge difference in retirement.
Here’s some of what we discuss in this episode:
- Why it might not be a good idea to take money out o...
Everyone wants to get advice or guidance when it comes to investing, and a recent Wall Street Journal article featured ten different experts’ predictions for 2025. It made for an interesting read and provided some interesting discussion for this month’s podcast. Today we’ll take a look at a variety of strategies in play for 2025—from focusing on large-cap growth stocks and diversifying beyond the “magn...
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