ME and Money Podcast

The tricky thing about a bubble is, you can’t see it coming! There may be news, economic indicators, and of course charts galore to show why the bubble “could be here”, but what happens when it pops? Decades of sub-par returns, days of volatility? Who knows!? In this episode, Matt and Elliott share their thoughts on why bubbles may be scary, but shouldn’t drive your plan. Have a question for a future show topic? Matt Fizell, CFP® can be reached by email at matt@planwithharmony.com or at www.pl

Piggybacking off of our last episode, there’s never really a bad time to talk about volatility and how to handle times of uncertainty. In all markets, there is always going to be some form of uncertainty (spoiler alert, that is kind of how markets work…) and having a game plan to navigate that is crucial to long-term financial health. In this episode, Matt and Elliott talk about historical market data, how to manage your emotions when investing, and why it’s important to continually think about

With a blockbuster start to the year with Initial Public Offerings (IPOs) after the listing of SpaceX, Matt and Elliott figured now would be a great time to talk about why all IPOs should be something you strongly think about before pulling the trigger. There are going to be a lot more headlines this year as the AI-Hype Train continues to roll along, and along with it, plenty of opportunities to derail your investment game plan. We’d love to hear your thoughts about this episode, reach out to

Backdoor Roth contributions have been all the buzz in financial influencer, and social media content for the past 5-10 years. While it can be a lucrative strategy, it’s not all sunshine and rainbows. In this episode, Matt and Elliott discuss what a Backdoor Roth actually is, why it’s not a simple decision as to who and how much should be done with this strategy, and talk through a few nuanced points that they work through before making a decision with their clients. We’d love to hear your thou

Just about anywhere you turn, there is someone waiting to give you unsolicited parenting advice. So we figured, why not us, too? Just kidding. In this episode, Matt and Elliott discuss the fine line between the two “S words” when it comes to parenting. Stewardship, and Spoiling. While everyone certainly has their own values and set of circumstances to factor into what that equation looks like, Matt and Elliott discuss a few concepts and ideas to help you build a successful parenting framework

While many times a sudden windfall is something we all dream of, when it actually happens, it can be a stressful, and paralyzing set of decisions. In this episode, Matt and Elliott talk about the process of inheriting money, what you may want to think about before even spending a dollar, and ideas to help make the process a bit less taxing (pun, definitely intended!). We’d love to hear your thoughts about this episode, reach out to us below. Have a question for a future show topic? Matt Fizel