What’s all the buzz about the “Big Beautiful Bill?” With many current tax provisions set to expire at the end of the year, there’s a lot of noise, but very little that’s finalized. Matt walks through the latest version of the Senate proposal, what it could mean for taxpayers, and why the only smart move right now is to stay informed and stay patient.

He also highlights a thought-provoking article from The Wall Street Journal that shows how politics are increasingly influencing investment behavior- and not in a good way.

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

🔍 What’s the latest on the “Big Beautiful Bill”?

🧠 How political bias can affect your portfolio

⏳ The massive difference just missing a few market days can make

🛡️ Why discipline is the investor’s secret weapon

Fidelity: Staying Invested

https://drive.google.com/file/d/158uFN5GlF5ieaQRhQF-sSWo2EwSJHRoJ/view?usp=sharing

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Email - info@smartmoneyquestions.com

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The headlines are loud, the markets are messy, and your gut might be telling you to do something., anything, right now. But what should you actually do when your portfolio takes a hit? In this episode, Matt talks about recent market volatility and reminds listeners why reacting emotionally can cost more than staying the course. He shares stories from client conversations during the dip, explains the dangers of market timing, and reveals just how much the media benefits from our panic.

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

📉 Why bad news spreads faster and hits harder

🧠 The real cost of reacting emotionally to market drops

🏠 Common estate transfer mistakes that hurt your heirs

📊 Why diversification (not timing) still wins

💰 How the media profits from your fear

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/

Selling your home and relocating in retirement is both an emotional decision and a financial one. Today’s real estate landscape adds in another layer of complexity, especially for retirees. In this episode, Matt shares insights from working with four different clients who are each navigating the complexities of selling, buying, or relocating.

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

🏡 Real-world advice from clients relocating in retirement

📑 Why contract timing and legal review can prevent big headaches

💰 Reverse vs. traditional mortgages—what works when and why

💡 Planning your move around taxes, income shifts, and cash flow

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/