Solving the Financial Puzzle

Solving the Financial Puzzle

Weekly show that discusses the problems most people face when planning for their financial future. Special emphasis is placed on tax planning, especially for small business owners.... Show More

Episodes

No one wants to think about death but thinking about how your assets will be handled when you’re gone is a necessary part of life. Effective estate planning can leave you in control of your hard-earned money and investments, but it can also make the process clear and efficient for your heirs. Using the checklist provided today will help you make all the considerations you need for your estate plan. Read more about this topic and se... Read more

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Social Security benefits can be a valuable source of income when you reach retirement but deciding when to file can be difficult to determine. Should you start receiving your check at age 62 or hold out for a larger sum at age 70? We consider all of these factors and explain what you need to know on this episode. Read more on this topic and see the show notes here.  Click the link to receive your Retirement Rescue Toolkit: https://... Read more

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May 16, 2019 24 min

"There are no stupid questions, just the stupid people who ask them." That famous quote speaks to the heart of this edition of the podcast. Join us as we seek to educate you about the financial world and answer five of the most popular financial questions we receive on a regular basis. Don't worry, these are actually pretty complex questions. Click the link to receive your Retirement Rescue Toolkit: https://matsonandcuprill.leadpag... Read more

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March 6, 2019 14 min

The Bern is back, and it seems the self-avowed Socialist movement is on the rise. Join us as we unpack why managed economies simply won't ever work. Click the link to receive your Retirement Rescue Toolkit: https://matsonandcuprill.leadpages.co/free-tax-toolkit/ Click the link for more in-depth reading in a recent blog post: https://matsonandcuprill.com/the-bern-is-back/

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February 1, 2019 24 min

Nobody likes to think about dying, but death is an inevitable reality. Discover what you need to do to make sure you loved ones are cared for when you die. Click the link to receive your Retirement Rescue Toolkit: https://matsonandcuprill.leadpages.co/free-tax-toolkit/ Click the link for more in-depth reading in a recent blog post: https://matsonandcuprill.com/ep-146-dealing-with-death/

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You probably have several reasons for choosing one advisor over another, but are they the right reasons? Discover why you should hire a particular advisor. Click the link to receive your Retirement Rescue Toolkit:https://matsonandcuprill.leadpages.co/free-tax-toolkit/ Click the link for more in-depth reading in a recent blog post: https://matsonandcuprill.com/ep-145-the-right-reasons-to-hire-a-financial-advisor/

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November 14, 2018 37 min

Don't let disappointment get in the way of your investing strategy. Dan shares with us how to stay the course amidst economic and political upheaval. Click the link to receive your Retirement Rescue Toolkit:https://matsonandcuprill.leadpages.co/free-tax-toolkit/ Click the link for more in-depth reading in a recent blog post: https://matsonandcuprill.com/ep-144-disappointment/

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October 17, 2018 26 min

Face it. Your portfolio stinks. It’s probably not invested as well as you think, but don’t worry, we’ve got a solution for you. Click the link to receive your Retirement Rescue Toolkit:https://matsonandcuprill.leadpages.co/free-tax-toolkit/ Click the link for more in-depth reading in a recent blog post: https://matsonandcuprill.com/ep-143-your-portfolio-stinks/

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Budgets are tricky. If you struggle with managing your own, we’ve got a process to help you save and become aware of your spending habits. Click the link to receive your Retirement Rescue Toolkit:https://matsonandcuprill.leadpages.co/free-tax-toolkit/ Click the link for more in-depth reading in a recent blog post: https://matsonandcuprill.com/ep-142-budgets-for-people-who-hate-budgets/

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August 23, 2018 22 min

Debt can be your worst nightmare. However, with the proper knowledge, consideration, and caution, it can also be a valuable tool. Dan explains. Click the link to receive your Retirement Rescue Toolkit:https://matsonandcuprill.leadpages.co/free-tax-toolkit/ Click the link for more in-depth reading in a recent blog post: https://matsonandcuprill.com/ep-141-in-defense-of-debt/

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August 16, 2018 17 min

Getting old can be tough. As you enter retirement, there are all sorts of difficulties you may face. Dan will help you plan a worry-free retirement. Click the link to receive your Retirement Rescue Toolkit:https://matsonandcuprill.leadpages.co/free-tax-toolkit/ Click the link for more in-depth reading in a recent blog post: https://matsonandcuprill.com/ep-140-getting-old-stinks/

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August 9, 2018 20 min

Boring is beautiful. On this edition of the podcast, we'll explain why a boring portfolio brings stability in retirement. Click the link to receive your Retirement Rescue Toolkit:https://matsonandcuprill.leadpages.co/free-tax-toolkit/ Click the link for more in-depth reading in a recent blog post: https://matsonandcuprill.com/ep-139-boring-is-beautiful/

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If your kids are living in your house, this one's for you. Learn why allowing your kids to live at home after college does way more harm than good. Click the link to receive your Retirement Rescue Toolkit:https://matsonandcuprill.leadpages.co/free-tax-toolkit/ Click the link for more in-depth reading in a recent blog post: https://matsonandcuprill.com/ep-138-get-out-of-my-house/  

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July 19, 2018 15 min

Car buying is an art. Become a savvy shopper, and make wise decisions on your next trip to the dealership. Learn about buying versus leasing. Click the link to receive your Retirement Rescue Toolkit:https://matsonandcuprill.leadpages.co/free-tax-toolkit/ Click the link for more in-depth reading in a recent blog post: https://matsonandcuprill.com/ep-137-dude-wheres-my-car/  

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July 19, 2018 15 min

Car buying is an art. Become a savvy shopper, and make wise decisions on your next trip to the dealership. Learn about buying versus leasing. Click the link to receive your Retirement Rescue Toolkit:https://matsonandcuprill.leadpages.co/free-tax-toolkit/ Click the link for more in-depth reading in a recent blog post: https://matsonandcuprill.com/ep-137-dude-wheres-my-car/  

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July 12, 2018 24 min

There are many reasons and methods for leaving your house for your kids after you pass away. Let's go over what to do and what not to do in order to make the process as smooth as possible. Click the link to receive your Retirement Rescue Toolkit:https://matsonandcuprill.leadpages.co/free-tax-toolkit/ Click the link for more in-depth reading in a recent blog post: https://matsonandcuprill.com/ep-136-how-to-leave-your-home/

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You probably did a double-take reading that podcast title. Let us explain. There's a specific type of brain damage that eliminates someone's ability to feel fear. Surprisingly, this disability has some interesting effects when it comes to that person's investing behaviors. Dan will dive into the details of what we're talking about. Click the link to receive your Retirement Rescue Toolkit:https://matsonandcuprill.leadpages.co/free-t... Read more

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July 5, 2018 16 min

Warren Buffett is a big fan of index funds and in this episode, Dan explains why exactly that is. He defines what index funds are, the different types of them and how they compare to actively managed or selective funds. Dan also talks about beating the market and why this concept is not as effective as people think it is. You can find show notes and more information by clicking here: https://bit.ly/2KaxSGc

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July 5, 2018 18 min

No, Dan isn’t talking about James Bond this week – he’s talking all about financial bonds. He explains everything from the types of bonds there are to why bonds are providing a negative return rate this year (and why that’s not unusual). He also touches on the beauty of minimalism and how too many things cause stress and weigh you down. You can find show notes and more information by clicking here: https://bit.ly/2K6OMcj

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You probably did a double-take reading that podcast title. Let us explain. There’s a specific type of brain damage that eliminates someone’s ability to feel fear. Surprisingly, this disability has some interesting effects when it comes to that person’s investing behaviors. Dan will dive into the details of what we’re talking about.

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