Carey and Brent are back with a great show discussing the steps to take to pursue for an early retirement.
Carey and Brent share 12 essential details to know about for Social Security and give a market update,
Carey and Brent share their insights to maximizing your charitable gifting and give a market update!
Carey and Brent are back with tips on how to reduce investment taxes and make you money last a little longer!
Carey and Brent share Fourth of July facts about the market and discuss how a Roth Conversion can be an important retirement strategy.
Carey and Brent give a market update and share the ins and outs of survivorship social security benefits in the event of losing a loved one.
Carey and Brent give a year to date market update and discuss all annuities things that annuities have to offer for your financial portfolio.
Carey and Brent talk the ins and outs of life insurance and long-term care and how this can help you to plan for the future.
Carey and Brent give a weekly market update, share beyond the news and discuss the financial advice from our founding fathers that has survived the test of time.
Carey and Brent share their best tips for stress free investing.
Carey and Brent give a market update for the week and share their tips on how to budget for big expenses.
Carey and Brent are LIVE with a Guide to the Market going over the last quarter and offering insight for what's to come!
Carey and Brent share information from JP Morgan's yearly Guide to Retirement.
Brent and Jack discuss one of Jack's favorite topics of creating sustainable income in a down market!
Carey and Brent share facts from beyond the news and discuss the topic of Can Taxes Burst Your Retirement?
Carey and Brent give a week in review for the market and give advice on how to recover financially if you find yourself suddenly single.
Carey and Brent discuss inflation and dive into Investing 101 and what to avoid.
Carey and Brent answer listener questions, give a market recap and discuss the important foundations for your financial well-being.
Carey and Brent start February off giving a market and discuss Women and Investing!
Carey and Brent share a new topic for Money Matters: Target Date Funds. They share the ins and outs about what they are and if they would be a good choice for your financial portfolio.
Carey and Brent give insight on the Market from 2022 and share what's in store for 2023.
Carey and Jack start the New Year off with tips on setting and reviewing your budget.
Carey and Brent are back with 10 Financial New Years Resolutions to consider, answer questions and discuss all things student loans and retirement savings.
Carey and Brent share Christmas market statistics, answer questions and discuss financial apps to try to help make life easier.
Carey and Jack give a market update, answer listener questions and talk about how to invest in a recession and the strategies to consider.
Carey and Brent give a market and social security update, share fun financial facts and discuss how to come back financially after losing a spouse.
Carey and Brent answer listener questions and share their year end financial checklist.
Happy Thanksgiving! Carey and Brent are back after holiday and discuss how Thanksgiving relates to your finances. They also give a market update along with Social Security Facts!
Jack and Brent discuss and answer questions regarding divorce later in life.
Carey and Brent along with special guest, Gene Tannuzzo, CFA from Columbia Threadneedle Investments discuss fixed income along with opportunities and risks associated with fixed income.
Carey and Brent along with Special Guest Dr. David Kelly, Chief Global Strategist from JP Morgan discuss the economy and current market conditions.
Jack gives a market update talks about being In Retirement and Running out of Money and how to prepare.
Carey discusses gives a market update, talks about what has been happening on Wall Street for the week and gives strategies on how to pass along wealth to family members.
Carey and Brent give a market update for the last quarter!
Carey and Brent give a market update and discuss the importance of Estate Planning with our office mate- Mary Jo Boerman!
Carey and Brent give an inflation update and discuss Environmental Social Governance (ESG) Investing.
Carey and Brent give a market update and discuss alternative ways to help fund long-term care since life expectancy is increasing.
Jack and Brent give a market update and discuss different options to pay for college.
Brent and Jack answer listener questions and go over the current state of interest rates and bonds.
Carey and Brent answer listener questions, discuss the Inflation Reduction Act of 2022 (IRA) and talk about all things money for couples.
Carey and Brent answer questions live and discuss Roth Conversions, especially in downturn markets.
Carey and Brent discuss and review the top three financial indexes and give an update on current events.
Carey and Jack answer listener questions and discuss Required Minimum Distributions (RMD).
Carey and Brent answer listener questions and discuss how to move on financially from divorce when the unexpected happens.
Jack and Brent give a Guide to the Market and recap what has been going on the last 6 months of 2022.
Carey and Brent give a market update and discuss ways to create sustainable income.
Carey and Brent give a market update and discuss tips on how to make retirement a reality!
Carey and Brent share market history and tips on how to simplify your financial life when times are changing.
Carey and Jack go over market updates and discuss ways to pay for college when money is tight.
Carey and Brent share market data and give tips on how to protect your assets by keeping them out of nursing homes.
Carey and Brent share by the numbers, give a market update and give tips on when and how to share your financial information with family members.
Carey and Brent give a market update, answer listener questions and discuss how to stay on track with retirement.
Jack and Brent share stories, give an update, and share how to avoid making money mistakes.
Carey and Brent share stories and answer listener questions from the week. They discuss different forms of long-term care and how to protect your assets.
Jack gives a market update and discusses inflation, unemployment, real estate, and life insurance with a special guest!
Carey and Jack answer listener questions and give a guide to the market for the first quarter of 2022.
Carey and Brent along with a special guest, Vonda Vantil discuss all things Social Security.
Carey and Brent answer questions, discuss inflation and interest rates, and give tips on how to survive a financial emergency.
Carey and Brent compare Exchange Traded Funds (EFT) to Mutual Funds and give a market update.
Carey and Jack give a market update and share advice and tips when you have lost a spouse.
Carey and Jack are joined by a special guest, Mitch Baker. Mitch is a neighbor of the Koele team, an entrepreneur, designer, and writer. Mitch shares about his impactful book titled "Resolve".
Carey and Brent share financial scams to watch out for.
Carey and Jack talk about market volatility, a bear market and discuss debt and retirement.
Jack and Brent give a year-to-date market update and go over common beneficiary mistakes.
Carey and Jack give insight on things to think about when considering retirement.
Carey and Jack share stories and give advice on saving for retirement in your 50's.
Happy New Year! Carey and Brent start 2022 off by discussing the basics of budgeting.
Carey and Brent discuss market volatility, answer listener questions and give advice on when to share your finances with your children.
Carey and Jack discuss the news and media, inflation, and unemployment rates. They also give tips on how to choose if a pension or lump sum is better for you!
Carey and Brent share fun Thanksgiving facts, and considerations when thinking about early retirement or forced retirement situations.
Jack and Brent give an update on the market and share tips to simply your financial life!
Carey and Brent talk about strategies to make retirement a reality and give a market update.
Carey and Jack share common social security mistakes and go over the market.
Carey and Brent share ideas and tips to help you ease into retirement.
Carey and Jack give a market update and discuss ways to keep your retirement assets out of nursing homes.
Carey and Jack are live with a market update, answer listener questions and give helpful tips on ways to pay for college if money is tight.
| Jack and Brent go over Jack's favorite topic: a guide to the market for the last quarter! |
| Carey and Brent give a market update and discuss the impact of capital gains and losses. |
Carey and Jack give market updates and discuss Roth conversion strategies.
Carey and Jack discuss the market and share their insight to financial considerations you may not have thought about!
Carey and Jack discuss the best strategies for charitable giving.
Welcome to Money Matters, Brent! Jack and the newest member of the team, Brent, discuss Retirement Plans for Small Businesses.
Carey and Jack discuss the importance of Long Term Care Insurance.
Carey and Jack discuss options for college savings and why it's important to start saving young.
Carey gives a market update and discusses Required Minimum Distribution (RMD) and when to take money out in retirement.
Carey and Jack answer listener questions and share the ins and outs of Business Succession Planning.
Carey and Jack discuss how to regain your focus in retirement savings.
Carey and Jack discuss second marriages and how to handle finances.
| Carey and Jack open the show with stories and discuss different options for pensions. |
| Carey and Jack give their tips on how to avoid making portfolio withdraw mistakes. |
Carey and Jack share stories and tips on how to use and benefit from a Health Savings Account.
Carey and Jack discuss the strategies and considerations to take with Social Security and Divorce.
Carey and Jack give a market update and discuss the steps to take in managing your money in retirement.
Carey and Jack discuss current market conditions and talk about the ins and outs of ROTH IRA's.
Jack discusses the financial steps to take when a spouse of loved one passes away and gives a market update.
Carey and Jack give a market update for the first quarter of 2021 and give insight on what analysts think might be coming for the rest of the year.
Carey and Jack share stories and scenarios on what might be holding back your financial success.
Carey and Jack talk about how not to have your financial goals derailed.
Carey and Jack share stories and give advice on dealing with an inheritance large or small.
Carey and Jack give advice on deciding when and how to cut financial ties with your children.
Carey and Jack give their tips on how to avoid making financial mistakes and give a market update.
Carey and Jack give their tips on how to manage your finances before you say I do!
Carey and Jack give a market update and offer their expertise on preparing your finances for college.
Carey and Jack offer their tax tips for a smooth tax season.
Carey and Jack discuss how to manage your emotions when making financial decisions and go over questions about 529 plans.
Carey and Jack discuss retirement anxiety and how to overcome it.
Carey and Jack talk about roth conversions and if it's right for you!
Jack's favorite topic "A Guide to the Market" along with a market recap for the year so far!
Carey and Jack will be discussing the advantages to systematic investing (dollar cost averaging).
Carey and Jack go over the red flags that you are not financially sound and tips to improve!
Jack gives his tips for college graduates navigating through their first jobs and what they need to do to be successful!
Carey and Jack provide a financial checklist in the event of a loved one passing.
Carey and Jack discuss adjusting to life financially after a divorce.
Carey and Jack give a market update and are live answering questions about healthcare costs in retirement.
Happy Veterans Day! Carey and Jack pay tribute to Veterans and talk about charitable gifting ideas and rules to help with your portfolio.
Carey and Jack review the market, and go over a checklist of important things to do financially before year end.
Carey and Jack are live discussing the market and answering questions about long-term care.
Do you have enough money to retire? Carey and Jack give their tips on how to maximize your retirement savings and re-tune investments.
Jack is live giving a recap from the last three quarters of the market.
Carey and Jack are live with a market update and are discussing social security and the when to take it.
Carey and Jack are live and give their advice to the next generation of investors.
Carey and Jack are live with a market update and discuss retirement benefits and strategies for investing.
Carey is joined by special guest Bill Vanderbilt from Hope College to discuss navigating college admissions during the pandemic era.
Carey is discussing 401k plans and how solo 401k plans work for small business owners.
Carey and Jack give their advice on how to plan ahead with continued care for yourself or a loved one.
Carey and Jack discuss how to overcome retirement setbacks.
Carey and Jack talk about different types of life insurance and if it fits your life strategy.
Carey and Jack are live answering questions and go over different IRA strategies and whether you have the one best suited for you.
Carey and Jack give their college planning strategies as the rules and times change.
Carey and Jack share stories and the new rules for the "Kiddie Tax."
Carey and Jack talk about financial planning during the uncertain times of a pandemic.
Carey and Jack recap what has been going in in the market during the midst of the COVID-19 pandemic.
Happy Fourth of July! Carey and Jack give their insight on how to maximize your inheritance when a loved one passes away.
Carey and Jack answer investing questions and share their thoughts on the importance of investing young for your children and how you can do so with a ROTH for your child.
Happy Birthday Jack! Carey and Jack discuss the market and give their best tips for the first five years after you retire.
Carey and Jack share their tips on how to build a strong retirement portfolio with high yield funds.
Carey and Jack give a mid year check up for the market and answer some common questions about social security, diversification, and more.
Carey and Jack give updates on the market, COVID-19, year to date numbers and more.
Carey and Jack help navigate the process of making and sticking to a budget.
Carey and Jack give their strategies on how to deal with fear with the market and how to be investing during this time.
Carey and Jack are live answering questions and go over 529 plans for college savings.
Carey and Jack are live answering questions, give market statistics and discuss retirement at age 55.
Carey and Jack give a guide to the market for the end of the first quarter and a CARES Act update.
Carey and Jack discuss the important topic of managing your required minimum distribution (RMD) in retirement.
Carey and Jack are live answering questions and provide insight on how to not run out of money when you retire.
Carey and Jack answer questions live and give tips pertaining to women on various investment topics.
Jack gives a market update, discusses fear, uncertainty, and doubt as well as helpful tips for those struggling with their finances.
Carey and Jack are live answering questions and discuss the benefits of consolidating your 401ks.
Carey gives advise on taking social security at ages 62, 67 or 70 and the pros and cons to each scenario.
Carey and Jack give a market update and discuss tax updates for 2020.
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