Solving the Financial Puzzle

Solving the Financial Puzzle

Monthly 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. With CFP Nikki Earley of Money & Clarity, based in Cincinnati, Ohio.... Show More

Episodes

June 10, 2020 16 min

Maybe you know you need to contribute somewhere or you’ve always contributed to a traditional IRA but have been wondering about the Roth. Nikki explains the similarities and differences between the two and explains the long-term benefits.

Show Notes & Resourceshttps://www.moneyandclarity.com/?p=27798

Timestamps:

1:11 - Nikki shares what her family is up to.

2:39 - There are a lot of differences between the traditional and...

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As investors, we’re always looking out ahead towards our goals in retirement so we’re constantly striving to move forward. But doing that can lead to us forgetting about the importance of managing what we already have. Let’s look at the important assets in our portfolio that might get overlooked and why it’s important to be evaluating your positions.

 

Read more and get additional financial resources here: https://www.moneyandclari...

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Over the past month, we’ve seen financial markets react to potential economic fallout from the coronavirus pandemic and it’s happened at an unprecedented pace. But how surprised should we be by this significant reaction? Dan Cuprill joins the show as we talk about the lessons we’ve learned from history, what this latest crash has taught us, and where we might go from here financially.

 

Read more and get additional resources here: ...

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No one could predict how much of an impact the coronavirus would have on the market, but it’s been a rough month for everyone. Nikki will share her thoughts on this unprecedented time and talk about the conversations they’re having around the office. With all the speculation and uncertainty, now is a great time to revisit the financial truths that should be guiding your financial planning.

 

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February 20, 2020 20 min

After a short break, the podcast is back with some news! Dan Cuprill has handed the baton to Nikki Earley and she’s taking over the show moving forward. Today we’ll introduce you to the Certified Financial Planner and get to know who she away from the office. We’ll also talk about the future of the show as we make the transition to a new host.  

 

Check out the show notes and get additional resources here: https://www.moneyandclari...

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We get the question quite a lot about whether someone needs a financial advisor so Dan Cuprill shares a real-life example of a couple he worked with to provide a case study for how the process plays out. We’ll call them the Parkers, and we’ll walk through their first meeting, goals, needs, and how we decided they were a fit for an advisor.----more----

Today's show:

 

0:50 – Why it’s so important to have a plan and why we’re tal...

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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...

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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://...

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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://matsonandcup...

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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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January 31, 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 18, 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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