Smart Money Questions

💸 Ready to take control of your financial future? 📞✨ Book a free call with Matt today! 👉 https://go.oncehub.com/matthausman In this episode, Matt tackles one of the biggest tax decisions that retirees face: Roth or...

💸 Ready to take control of your financial future? 📞✨ Book a free call with Matt today! 👉 https://go.oncehub.com/matthausman A new year brings no shortage of market opinions and plenty of noise. Matt shares a grounded...

💸 Ready to take control of your financial future? 📞✨ Book a free call with Matt today! 👉 https://go.oncehub.com/matthausman What if everything you thought you'd set up to protect your family turned out to be a maze...

💸 Ready to take control of your financial future? 📞✨ Book a free call with Matt today! 👉 https://go.oncehub.com/matthausman As the year wraps up, it’s the perfect chance to step back and make sure your financial plan...

💸 Ready to take control of your financial future? 📞✨ Book a free call with Matt today! 👉 https://go.oncehub.com/matthausman Most people diversify their investments but forget to diversify their taxes. Today, Matt...

💸 Ready to take control of your financial future? 📞✨ Book a free call with Matt today! 👉 https://go.oncehub.com/matthausman “How much should I be saving?” It’s one of the most common financial questions, and the...

💸 Ready to take control of your financial future? 📞✨ Book a free call with Matt today! 👉 https://go.oncehub.com/matthausman Do you know the real purpose behind your savings? Money isn’t the end goal, it’s the tool...

💸 Ready to take control of your financial future? 📞✨ Book a free call with Matt today! 👉 https://go.oncehub.com/matthausman What does the newly signed One Big Beautiful Bill (BBB) really mean for your taxes and your...

What’s all the buzz about the “Big Beautiful Bill?” With many current tax provisions set to expire at the end of the year, there’s a lot of noise, but very little that’s finalized. Matt walks through the latest version...

The headlines are loud, the markets are messy, and your gut might be telling you to do something., anything, right now. But what should you actually do when your portfolio takes a hit? In this episode, Matt talks about...

Selling your home and relocating in retirement is both an emotional decision and a financial one. Today’s real estate landscape adds in another layer of complexity, especially for retirees. In this episode, Matt shares...

As we dive into the heart of March Madness, the excitement of college basketball isn't the only thing making headlines; the financial markets are also experiencing their own form of madness. In this episode of Smart...

Today we want to cover some timely discussions that we’ve had with clients recently, ranging from savings strategies and debt management to tax refunds and credit card spending. Good saving and spending habits are...

Everyone wants to get advice or guidance when it comes to investing, and a recent Wall Street Journal article featured ten different experts’ predictions for 2025. It made for an interesting read and provided some...

As we close out 2024, we can look back on a good year highlighted by the transition to a new office. Hopefully you’ve also enjoyed a great past twelve months, but now it’s time to shift focus on smart financial planning...