157 episodes

Weekly investing and financial planning wisdom seeking to provide answers to your financial questions with your host, Matt Hausman.

Smart Money Questions Matt Hausman

    • Business
    • 5.0 • 4 Ratings

Weekly investing and financial planning wisdom seeking to provide answers to your financial questions with your host, Matt Hausman.

    Q&A About Long-Term Care, Car Leases and Social Security

    Q&A About Long-Term Care, Car Leases and Social Security

    Today we’re answering your questions about long-term care options, leasing a car and Social Security. If you or anyone you know is struggling with decisions about these topics or just wants to learn more, today’s show is for you. 


     


    Read more and get additional financial resources here: http://smartmoneyquestions.com/podcastposts/episode-157-qa-about-long-term-care-car-leases-and-social-security/ 


     


    What we discuss in this episode:


    2:54 – Long-term care


    11:05 – Car lease


    15:37 – Social Security

    • 17 min
    Paying off a Mortgage, Emergency Funds and Surviving Spouse

    Paying off a Mortgage, Emergency Funds and Surviving Spouse

    We’ve had many conversations with clients about the subjects we’re talking about today – paying off your mortgage early, emergency funds and how to help a surviving spouse. You’ve probably had similar questions in your own life, so let’s dive into these important topics.


     


    Read more and get additional financial resources here:  http://smartmoneyquestions.com/podcastposts/episode-156-paying-off-a-mortgage-emergency-funds-and-surviving-spouse/ 


     


    What we discuss on this episode: 


    2:10 – Paying off mortgage


    5:23 – Emergency funds


    8:38 – Surviving spouse

    • 14 min
    The Fear of Spending Money in Retirement

    The Fear of Spending Money in Retirement

    We read an article recently that made the argument that you need to spend more to have a better retirement. This is something we discuss with clients once they transition from working to retirement. It helps them understand that we’ve done the planning and it’s OK to spend the money. Today, we’ll explain how you can get over the fear of spending. 


     


    Read and get additional financial information: https://smartmoneyquestions.com/podcastposts/fear-of-spending-money/


     


    What we discuss: 


    3:22 – Spend more money


    5:17 – The fear


    8:43 – Three areas of budgeting


    11:39 – Spending years


    13:21 – Investments and distribution


     

    • 15 min
    Q&A: Starting a Business and Dave Ramey’s Advice

    Q&A: Starting a Business and Dave Ramey’s Advice

    Today we’re answering questions we received from listeners and clients. Up first, a woman wants to take out a loan to start a cake business. Where should that money come from? And finally, do we agree with Dave Ramsey’s advice about not investing while in debt?


     


    Read more and get additional financial resources here: http://smartmoneyquestions.com/podcastposts/episode-154-qa-starting-a-business-and-dave-rameys-advice/ 


     


    What we discuss on this episode: 


    3:12 – Starting a business


    9:18 – Dave Ramsey advice

    • 17 min
    What to Know About Accumulation vs Decumulation

    What to Know About Accumulation vs Decumulation

    On today’s episode we’re talking about accumulation versus decumulation. People are used to saving money for retirement, but are you prepared for what happens when you actually retire?


     


    Read more and get additional financial resources here: https://wp.me/p9B077-O6 


     


    What we discuss on this episode: 


    4:42 – Accumulation vs. decumulation


    7:23 - Stocks


    10:02 – Budgeting


    11:42 – Risk buckets


    16:32 – Disability insurance


    18:01 – Life happens

    • 24 min
    Should I Downsize My House in Retirement?

    Should I Downsize My House in Retirement?

    Rick recently wrote in and wanted to know if he should downsize his house. He has an emotional attachment to it, so it’s a tough decision. We’ll walk you through the decision-making process in tough deliberations like this.


     


    Read more and get additional financial resources here: http://smartmoneyquestions.com/podcastposts/episode-151-should-i-downsize-my-house-in-retirement/ 


     


    What we discuss on this episode:


    0:57 – Protecting your personal information


    3:54 – Downsize?


    7:33 – Own or rent?


    8:37 – Client was done with homeownership


    10:37 – Taxes


    11:50 – Coming to conclusions


    14:04 – Answering questions

    • 17 min

Customer Reviews

5.0 out of 5
4 Ratings

4 Ratings

BrinkX ,

Intelligent, insightful, real world value!

Matt Hausman has really put together such a fantastic podcast series. I look forward to the notifications that a new entry in the series is available. He presents the subject matter in such a way that makes it so easy for someone like me to understand and provides me with knowledge that I can definitely use in real world applications.

Thansmann ,

Great Job

Excellent Show...Matt provides a ton of value!

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