Wise Assets: Recent Episodes
Matt Klaess
Financial Advisor Matt Klaess of the Paradigm Group in Denver Colorado dives into various different finance and retirement topics, and relates them to you and your retirement.
On this episode, Matt discusses estate planning, one of the five key parts of retirement planning. He is joined by Estate Planning attorney Chris Gordon to shed some light on this important subject.
We all know the feeling of avoiding talking about a certain subject, even though we know that it needs to be addressed. In the case of planning for retirement, that topic is usually long term care. Here to help start the conversation about this sensitive subject is Certified Senior Advisor Gayle Erickson.
On this episode, Matt discusses the "perfect storm", a trio of things that could happen in the middle of your retirement that could potentially send your retirement plan off the rails.
What is the most overlooked part of a retirement plan? -Taxes. What you know today could determine where you are ten years from now, financially speaking. Don’t wait to get TAX SMART!
On this episode, Matt is joined by Dr. Cynthia Norrgran, a retired neurosurgeon and current professor at Colorado School of Mines, to discuss cognitive decline, and how that may effect retirees.
Though they may sound the same, tax planning and tax preparing are two entirely different things. Matt breaks down the difference between the two on this episode of the Wise Assets Podcast!
Nobody saw 2020 coming, but Matt looks back at it with a different perspective, and how such perspective can help you and your finances.
Matt discusses how your finances could be negatively impacted by a lack of willingness to adapt and take action amidst changing market conditions.
Listen to our weekly Market Commentary highlighting market activity from the previous week, current events, and what we’ll be watching for in the upcoming week!
Listen to our weekly Market Commentary highlighting market activity from the previous week, current events, and what we’ll be watching for in the upcoming week!
Listen to our weekly Market Commentary highlighting market activity from the previous week, current events, and what we’ll be watching for in the upcoming week!
Listen to our weekly Market Commentary highlighting market activity from the previous week, current events, and what we’ll be watching for in the upcoming week!
Listen to our weekly Market Commentary highlighting market activity from the previous week, current events, and what we’ll be watching for in the upcoming week!
Listen to our weekly Market Commentary highlighting market activity from the previous week, current events, and what we’ll be watching for in the upcoming week!
Listen to our weekly Market Commentary highlighting market activity from the previous week, current events, and what we’ll be watching for in the upcoming week!
Listen to our weekly Market Commentary highlighting market activity from the previous week, current events, and what we’ll be watching for in the upcoming week!
Listen to our weekly Market Commentary highlighting market activity from the previous week, current events, and what we’ll be watching for in the upcoming week!
While playing catch with his son, Matt draws inspiration from a simple lesson. Focus on what you CAN control. Listen to this episode where Matt breaks down the 5 most important things to be mindful of as we close out the year.
Words are packed with power, and these 5 phrases are great thoughts to live by. Listen to the breakdown of our favorite sayings and how they can positively impact your financial health.
Listen to our weekly Market Commentary highlighting market activity from the previous week, current events, and what we’ll be watching for in the upcoming week!
Listen to our weekly Market Commentary highlighting market activity from the previous week, current events, and what we’ll be watching for in the upcoming week!
Listen to our weekly Market Commentary highlighting market activity from the previous week, current events, and what we’ll be watching for in the upcoming week!
Listen to our weekly Market Commentary highlighting market activity from the previous week, current events, and what we’ll be watching for in the upcoming week!
Listen to our weekly Market Commentary highlighting market activity from the previous week, current events, and what we’ll be watching for in the upcoming week!
Listen to our weekly Market Commentary highlighting market activity from the previous week, current events, and what we’ll be watching for in the upcoming week!
We’re exploring the events of 2020’s third quarter and what lies in store for the fourth quarter:
-
- Factors that are spurring economic recovery
- Why “caution” is the watchword for Q4
- Actions you can take to protect investments against volatility
Who do you go to for any kind of professional advice? An interior designer? An auto mechanic? Well, we all need to schedule an appointment with our doctor or dentist periodically. It’s usually because we have an immediate need or we’re due for our annual check-up, right? Tune in to this episode as Matt discusses common human behavior and preconceived ideas when it comes to solicited advice.
Most people have a portion of their money allocated to investments that they consider “safe” from market volatility: CD’s, money market, bonds, etc. It makes perfect sense, right? Well, there is actually one risk that is commonly overlooked. Tune in to this episode and learn about the risk to these savings vehicles in our current economic climate of low interest rates.
We’ve all experienced periods of stress and anxiety, and in our current quarantined state, maybe now more than ever. In this podcast, we’re talking about how these fearful moments are processed into something actually very useful. Let’s widen our perspective and focus on the positive!
Let’s face it, this is the first global pandemic to quarantine our country, close our restaurants and retailers, and rock the U.S. economy. What will our lives and our country look like in future? How will you embrace change? And...are you prepared? Listen to this episode where Matt breaks it all down in his no-nonsense candor.
Everyone is asking us about Roth conversions these days. Listen in and learn WHO can benefit and HOW. We’ll break down the basics about Roth IRA’s and how they are taxed. And, we’ll explain why Roth conversions are optimal strategies for many people, especially in today’s current economic climate.