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 discuss the market and share their insight to financial considerations you may not have thought about!
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 recap the last 6 months of the year!|
|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.
Securities, Financial Planning and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck