Fine Answers Podcast

Fine Answers Podcast

Fine Answers

At times it seems like the financial world is detached from reality.
But whether we like it or not, money dictates our entire life.
Fine Answers aims to bridge that gap by discussing money tips
and tricks, best practices for success and the psychology behind it all.
The answers won’t be great…but they’ll be fine.

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Latest Episode

S2E10 | Secure Act 2.0

“You can start thinking about it [SECURE 2.0] and maybe start talking to your advisor about what the implications might mean for you and setting up some contingent plans… What separates us from some other advisors is we are a CPA and a wealth management firm.  Financial planning is the backbone of what we do.”

(more…)

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Hosted By

Matt Stead

Matt Stead, Financial Advisor

Matt joined the team in 2014 as an intern. Since then, he has worked on
projects on both the wealth management and accounting sides of our company.
He has also become our go-to person for IT solutions in the office and
is the guy behind Fine Answers.

Featuring