In this episode Eric and Matt cover some of the criteria you should consider and be thinking about when selecting a service provider as an advisor whether it be financial, accounting, insurance, tax legal or otherwise. Learn more in this episode!
In this episode Eric and Matt break down some of the differences between Adjustable Rate Mortgages (ARMs) and traditional Fixed Rate mortgages. Which is the best for you? Learn more in this episode.
Following up on our most populer episode on preparing to buy a house, Eric and Matt discuss what happens AFTER you have bought your home. Tune in to learn more in this episode today!
In this (solo!) episode Matt walks us through the tax treatment of vacation homes and second homes. What to know and how to capitalize on this unique tax strategy. Learn more in this episode!
In this episode Eric and Matt dive into some of the mechanics about your credit score- how it works, why is it important, how to monitor it and how to improve it. A credit score is a basic part of financial literacy and your own financial plan. Learn more today!
In this episode Eric and Matt get back to the basics of the RETIRE acronym and discuss a sometimes uncomfortable, yet extremely important, topic which is Estate planning! Learn some of the basics and what you need to be thinking about in terms of your own estate plan today!
If you have a highly concentrated stock position as part of your portfolio then this is the episode for you! Eric and Matt dive into financial and tax strategies of diversification in this episode.
In this episode Eric and Matt discuss using your vehicle for business and the various financial and tax issues you should be considering about this topic!
In this episode Eric and Matt discuss whether Traditional or Roth is the right choice for you. There are pros and cons to each and every situation is unique! Learn more today!
Listen in on this episode for some Financial To Dos to get yourself ready for the year. Eric and Matt share five helpful tips for you in this episode!