Money Matters with Al & Mike
7 Principles of Long Term Investing
Mike and Al lay out seven bedrock habits for compounding over decades start with clear goals and the right risk mix, diversify broadly, and automate saving so contributions continue through all markets. They stress discipline over prediction: stick to a written plan, rebalance on schedule, and igno…
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01/03/25 Estate Strategies Part 2
Mike and Al continues their deep dive into how real estate fits into a diversified retirement and investment plan - contrasting direct ownership, REITs, and private placements. They highlight tax advantages such as depreciation, 1031 exchanges, and using self-directed IRAs for property investments,…
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12-27-25 Estate Strategies Part 1
Mike and Al lays out the building blocks of an estate plan - wills vs. revocable living trusts, proper titling, and keeping beneficiary designations current to avoid probate surprises. They stress pairing financial powers of attorney and healthcare directives with your plan so someone you trust can…
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12/20/25 5 Ways to Stay Confident in Retirement
Mike and Al outlines five core practices that help retirees maintain peace of mind regardless of market swings or news headlines. They emphasize having a written income plan, keeping at least one to two years of cash or short-term reserves, reviewing spending habits regularly, and rebalancing portf…
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12/13/25 Show 772 Retirement Regrets
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12/06/25 Show 771 Investing Wisely Part 2
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11/29/25 Show 770 Investing Wisely
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11/22/25 Show 769 How Much Is Enough?
Mike and Al explores the question of financial sufficiency - how to determine the amount of wealth needed to sustain one’s lifestyle and goals without unnecessary risk or excess. They emphasize defining “enough” through purpose-driven planning rather than arbitrary numbers, aligning savings, spendi…
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11/15/25 Show 768 Asset Location
In this week’s episode of Money Matters, the hosts break down one of the most overlooked yet impactful strategies in personal finance: asset location. They explain how where you hold your investments—whether in taxable, tax-deferred, or tax-free accounts—can significantly influence your long-term f…
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11/08/25 Show 767 When Markets Do Not Cooperate
This week on Money Matters with Al and Mike, the markets are sending mixed signals — and Al and Mike are here to break it all down. From unpredictable swings to investor emotions, they unpack what’s really driving today’s market behavior and how you can stay grounded when the numbers don’t go your …
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