Money Matters with Al & Mike
460 clip(s) in playlist
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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11/01/25 Show 766 Are You Working with the Right Advisor
Mike and Al lays out a checklist for evaluating your advisor - fiduciary duty vs. suitability, fee transparency, and potential conflicts like commissions or proprietary products. They stress planning-first advice, consistent communication (reviews, clear action items), and evidence-based investing …
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10-25-25 Real Returns
Mike and Al explains why investors should focus on inflation-adjusted (real) returns rather than headline (nominal) gains, since inflation, taxes, and fees can quietly erode performance. They compare how cash/CDs, bonds, and equities stack up after inflation over time and what that means for retire…
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10/18/25 Show 765 Real Returns
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