Category Archives: Retirement Planning

Five BIG 401(k) Mistakes to Avoid.

Learn what to do to protect your retirement nest egg from creditors. Also, hear my rant about the latest issue of The AARP Bulletin and the disservice it is providing to its members.

Please follow and like us:

The Money Illusion and iPhone Manipulation

Check out this video on the “money illusion” and how the new iPhone takes the concept to new heights in consumer manipulation.  I also share with you three big mistakes i see consumers make with their 401(k)’s and home equity lines of credit.

Please follow and like us:

Episode 18- Jordan Riccardi, Esq. & the Black Friday Debt Prevention Survival Guide

Episode 18- Special Guest Jordan “Jordie” Riccardi, Esq. talks demystifies the probate process and I share my TOP TEN Tips on how to avoid a big hole of debt on Black Friday- November 20, 2017.

In this episode, my special guest Jordan Riccardi, Esq. demystifies the probate process and explains how it works , when it is necessary and how you may be able to avoid it.

Jordan Riccardi, Esq.
Jordan Riccardi, Esq.

He also discusses what assets are protected from creditors and why you can’t disinherit your spouse unless you take very specific measures with a pre or post nuptial agreement.

Also, I share with you my Black Friday Debt Prevention Survival Guide to give you my TOP TEN Tips to keep you out of the black hole of debt on Black Friday.

Please follow and like us:

Episode 17- Drew Clayton and Worth Graham on Investment Scams.

Episode 17- Special Guests Drew Clayton, Esq. and Worth Graham, Esq. share stories of investment scams and how to avoid them.  November 13, 2017.

IMG_2095
Worth Graham, Esq. (L) and Drew Clayton, Esq. (R)

In this episode, my special guests, Drew Clayton, Esq. and Worth Graham, Esq. of the law firm of Icard Merrill, share stories of investment scams that have cost retirees their life savings due to

misplaced trust and failure to conduct proper due diligence.  As they explain, it doesn’t matter how smart a person is, they can be subject to financial scams based upon misplaced trust and investing money in areas they are unfamiliar with for investing their hard earned money.

Also, I will share with you mare statistics from the Federal Reserve that demonstrate why Money Matters was created to help you break out of the credit card debt cycle which continues to get worse and reach record numbers.

Please follow and like us:

Episode 16- Timothy Meyer shares retirement planning tips and tools.

Episode 14- Special Guest Timothy Meyer, CFP,  shares insights on planning for your retirement so that you don’t run out of money. November 6, 2017.

In this episode, my special guest, financial advisor Timothy Meyer, CFP, shares with you tips and insights on what you should do when

Timothy Meyer, CFP
Timothy Meyer, CFP

planning your retirement.  He also answers the question of what to do when you have significant high interest credit card debt when doing your retirement planning.

Also, I share with the inspiring story of Travis Roy who’s life changed just 11 seconds into his collegiate hockey career.  If you are struggling to get past some obstacles to reach your goals, then you must listen to his story to crush any excuses you may be fooling yourself with.

Please follow and like us: