What if just 15 minutes a week could improve both your family’s finances and your relationships?

Listen as Matt explores the power of a weekly family money meeting, a simple habit that can reduce stress, improve communication, and create a shared understanding around money.

You can save more in your 401(k) than you think.

The after-tax 401(k) option for high savers is often overlooked. In 2025, while the employee contribution limit was $22,500, total 401(k) contributions can reach $69,000, including employer match.

Always review your plan rules to see if this option fits your strategy.

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Can you claim a spousal Social Security benefit now and switch to your own later?

In this episode, Matt breaks down why, for most people, the answer is no. Thanks to a rule called deemed filing, anyone born on or after January 2, 1954, automatically applies for both their own and their spouse's benefits at the same time and receives the higher amount. That means the old strategy of claiming one benefit first and switching later is off the table.

Listen to learn how timing, strategy, and informed decisions can make a big difference in your Social Security benefits and your long-term financial well-being.