In this episode Eric and Matt provide an easy to understand framework for what order should you considering your savings options in. Do you fund your 401(k) first? Your 529 plan? IRA account? The choices can seem overwhelming without a plan of action. Listen in and start saving efficiently now!
#67 – Staying on Track
In this episode Eric and Matt discuss the importance of staying on track with your cash flow plan even when there are times you might lose focus or stray from the path.
#66 – Navigating Market Volatility
In this episode Eric and Matt dive into some of the strategies in how to navigate choppy or volatile markets. What to do and more importantly what NOT to do!
#65 – NFTs
Curious about NFTs? In this episode Eric and Matt cover some of the basics of this new technology/investment/fad with some basic information about what NFTs (Nonfungible Tokens) are, inherent risks in investing in these, and more!
#64 – Pros and Cons of Self Employment
In this episode Eric and Matt dive into their own experiences of becoming self-employed, discussing many of the pros and cons to that decision.
#63 – Planning for a Remodel
In this episode Eric flies solo! Based on deep and painful personal experience, Eric discusses how to financially plan for a remodel of your home. Listen in, and learn!
#62 – Spring/Summer Financial Checkup
In this episode Eric and Matt discuss some to do items you can cover as part of a Spring or Summer financial checkup. Listen in for tips!
#61 – New Car – Buy or Lease?
In this episode Eric and Matt dive into a question that comes up a LOT. When looking for a new vehicle, do you purchase or lease? Listen in to this episode to find out more!
#60 – Preparing for Tax Time!
In this episode Eric and Matt discuss how to be prepared for tax season working with your accountant and tips and tricks to keep in mind for a smooth tax filing experience.
#59 – Tax Preparer vs Tax Advisor
In this episode Eric and Matt discuss the difference between a Tax PREPARER and a Tax ADVISOR – And why having the right type on your team depends on what you are looking to get out of the relationship.