ME and Money Podcast

Real Money Conversations, Real Financial Planners

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Episode 35: What About Liquidity? Can You Use Money If You Need It!?

Posted October 21, 202500:31:52

With the job market looking a bit rocky, Matt and Elliott wanted to talk about liquidity… or more simply, what is your ability to pay your bills in...

Episode 34: When Estate Planning Goes Wrong (Or Wasn’t Done)

Posted October 7, 202500:32:28

Welcome to our Estate Planning finale! (For now… at least!)

In this episode, Matt and Elliott share some stories of where they have seen issues...

Episode 33: Who Will Make Health Decisions If You Can’t?

Posted September 23, 202500:31:09

We’re closing in on the end of our Estate Planning mini-series, and we’ve saved some of the most important topics for last! Healthcare decisions!

While...

Episode 32: What Is A Financial Power Of Attorney?

Posted September 9, 202500:23:04

It’s time for Elliott’s FAVORITE Estate Planning document this week!

We’re here to talk about Financial Power of Attorney… and in this...

Episode 31: Let’s Talk About Wills And Trusts!

Posted August 26, 202500:34:02

This week, we continue on our Estate Planning mini-series!

In this episode, Matt and Elliott cover:

  • Understanding the difference...