May 17, 2021 by Money GeekNo matter what age you are, it’s important to put money away for retirement or a rainy day. But if you’re new to investing, it can be difficult to know how to start. Find out Matt’s tips for beginning investors in this article from Money Geek.
February 24, 2021 by MDLinxAn aging physician population means more doctors are preparing for retirement. Unfortunately, there is a lot of misinformation circulating on the do’s and don’ts of retirement planning. Matt discusses a common misconception around municipal bonds, and some NAPFA CFP colleagues add a few retirement myths of their own.
December 10, 2020 by Thrive GlobalBurnout is a huge problem in the financial services industry. I’d recommend finding a business model that rewards your hard work with recurring revenue. If you are on a never-ending hamster wheel of prospecting and closing business, you will eventually burn out. If your employer is built on this model, consider looking elsewhere. There are plenty of ways out there that financial planners can find fulfillment and earn a living by helping existing clients.
November 18, 2020 by Authority MagazineIn an interview about being a leader in the finance industry, I share my experience getting started and succeeding in a rapidly evolving environment. Check out why I think the challenge is worth it and why I love what I do in the full interview.
October 23, 2020 by KTTCFor those that have had their finances negatively impacted by the pandemic -you have some options to help make ends meet. Learn what they are in this print verson of the interview that aired on the KTTC evening news.
July 1, 2020 by The White Coat InvestorIs the stock market overvalued right now? Or is the recent downturn temporary and a good buying opportunity? To find out what you should be doing in the midst of volatility, check out my article featured on “The White Coat Investor”.
June 26, 2020 by BankrateWith so much uncertainty in 2020, what should you be focused on with your finances? The things you can control. Matt offers some of his tips in this article by Bankrate.
May 29, 2020 by Penny HoarderHalf of households report losing income during the pandemic, yet the stock market has been on a rally. Find out what can cause the disconnect, and what to do during uncertain economic times.
May 5, 2020 by BankrateAs stimulus checks arrive, consider paying off credit card debt. Find out my recommended method of doing this in this Bankrate article.
May 1, 2020 by WealthManagement.comDiscount brokerage firms are going on a hiring spree in the midst of the volatility of the Coronavirus pandemic. Matt discusses whether or not this may lead to improved service for independent advisors and their clients.
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