This week’s topic comes from a wedding Matt attended in the recent past. As is usual when we tell people we’re a Financial Planner, the questions come flowing! This time, the question was “Should I DIY my Roth IRA?”, which was interesting for a number of reasons. In this episode, Matt and Elliott highlight the … Continue reading Episode 36: Should I Manage My Own Investments?

With the job market looking a bit rocky, Matt and Elliott wanted to talk about liquidity… or more simply, what is your ability to pay your bills in tough times? While a Net Worth statement is a great tool, it only tells a partial story of your ability to actually pay for things. Many times, … Continue reading Episode 35: What About Liquidity? Can You Use Money If You Need It!?

Welcome to our Estate Planning finale! (For now… at least!) In this episode, Matt and Elliott share some stories of where they have seen issues arise in the past. Whether it’s forgetting (or not doing) the simple things like setting beneficiaries, not having proper control over your assets, or just organizational chaos… there are many … Continue reading Episode 34: When Estate Planning Goes Wrong (Or Wasn’t Done)

We’re closing in on the end of our Estate Planning mini-series, and we’ve saved some of the most important topics for last! Healthcare decisions! While a Will and the other documents we’ve discussed up to this point will help you get money from A to B, or at least be able to have someone in … Continue reading Episode 33: Who Will Make Health Decisions If You Can’t?

It’s time for Elliott’s FAVORITE Estate Planning document this week! We’re here to talk about Financial Power of Attorney… and in this episode we cover: Springing vs. Immediate Powers Effective implementation of a POA Understanding what you can grant, or choose to limit Why a POA is likely better than having Joint Accounts Resources: https://www.kitces.com/blog/power-of-attorney-poa-incapacity-access-durability-springing-elder-abuse-rejection-agent/ … Continue reading Episode 32: What Is A Financial Power Of Attorney?

Welcome to another episode of ME & Money! This week, we are kicking off a mini-series on Estate Planning. In this episode, we cover: The high-level basics of what an Estate Plan is, and what it does Why everyone has a need to either get, or monitor their Estate Plan Key documents and basic terminology … Continue reading Episode 30: Estate Planning, An Introduction

Talking money with kids… it doesn’t happen enough and is probably second only to the “birds and the bees” conversation in terms of things parents dread talking to their kids about. Well, Gayle Reaume (https://www.instagram.com/gayleannreaume/ , https://moolahu.com/) has a solution for you! In this episode, Matt and Elliott talk with Gayle about: Teaching children how … Continue reading Episode 29: How To Approach Money With Children (w/ Special Guest Gayle Reaume)

As we close out this experiment of “Would You Rather?”, Matt asks Elliott a mind-breaking question at the end. Stay tuned to hear the spicy conclusion! In this episode we give our take on: Would you rather own Real Estate with 5 Family Members, or Start a Business with 5 Total Strangers? Would you rather … Continue reading Episode 28: Financial Would You Rather? (Part 3)

We had so much fun doing this last week, we had to do it again! In this episode, Matt and Elliott debate: Would you rather never compare your finances to someone else, or know you’re always beating them? Never stress about money, or never pay taxes? Always feel like you never have enough, or never … Continue reading Episode 27: Financial Would You Rather? (Part 2)

We’re kicking off a little experiment, which started with an interesting conversation we had a couple weeks back off the air. For the next few weeks, we’re going to play a financial version of the classic “Would You Rather?” social game. To kick things off, Matt and Elliott discuss their takes on: Would you rather … Continue reading Episode 26: Financial Would You Rather? (Part 1)