💸 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 of red tape and frustration? In this episode, discover the hidden roadblocks that can derail even the most carefully planned estates, as Matt reveals the eye-opening reality facing heirs in 2025, where paperwork alone isn't enough, and the real challenges begin after you're gone.

Here’s some of what we discuss in this episode:

📆 2025 Review: estate planning lessons from a volatile year

🧾 Tax Strategy: how taxes shape investment decisions

⚠️ Disclaimers: know the difference between education and personal “advice”

📑 Estate Challenges: delays and confusion in distributions

🏦 Bank Experiences: inconsistent and frustrating processes you may face

🔍 Institution Rules: protocols to know before it’s too late

Want to contact us?

Website - https://smartmoneyquestions.com/

Email - info@smartmoneyquestions.com

Set up a time to talk – http://SpeakWithMatt.com

Want to work with us? Find out how we can help: https://smartmoneyquestions.com/work-with-matt/

💸 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 is aligned, optimized, and ready for the year ahead. Matt highlights key areas worth reviewing before the calendar turns, and what can happen if we don’t. Year-end planning doesn’t have to be overwhelming. A few intentional steps now can create more clarity and confidence moving forward.

Here’s some of what we discuss in this episode:

🗓️ Year-end planning & tax strategies: reviewing contributions, deductions, and opportunities

💼 Retirement contributions & Roth components: maximizing what goes into qualified accounts

🎁 Charitable contributions: using tax-advantaged moves before 12/31

📊 Investment rebalancing: aligning your portfolio with your retirement timeline

📜 Legacy & estate planning: ensuring documents, beneficiaries, and structures match your goals

Want to contact us?

Website - https://smartmoneyquestions.com/

Email - info@smartmoneyquestions.com

Set up a time to talk – http://SpeakWithMatt.com

Want to work with us? Find out how we can help: https://smartmoneyquestions.com/work-with-matt/

💸 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 explains why tax diversification is one of the most powerful tools for retirees and how it can dramatically improve the longevity of your money. He shares a real client story that proves smart tax strategy means bigger savings and fewer headaches. Discover why tax diversification could be your most powerful tool for building a resilient retirement plan.

Here’s some of what we discuss in this episode:

🏛️ Government Shutdown & Market Impact: how politics affect investor confidence

👥 New Client Case Study: real-world example of tax-smart planning

💡 Tax Efficiency & Investment Strategies: balancing growth and taxes for flexibility

🕰️ Social Security Timing: understanding benefits and income strategy

🧾 Action Step: review your mix of accounts and adjust for future flexibility

Want to contact us?

Website - https://smartmoneyquestions.com/

Email - info@smartmoneyquestions.com

Set up a time to talk – http://SpeakWithMatt.com

Want to work with us? Find out how we can help: https://smartmoneyquestions.com/work-with-matt/