ME and Money Podcast

ME and Money Podcast


Latest Episodes

Episode 39: Gold, as an investment?
December 16, 2025

Gold has been in the headlines quite a bit seeing it has had a fairly good year of returns. But, what is the investment thesis for gold? Is there one? Is there a difference between owning it physicall

Episode 38: A 50 Year Mortgage? Good or Bad?
December 02, 2025

It seems like theres always a headline to talk about these days, and this one is a doozy! While generally speaking, were a big fan of making housing a more affordable choice, what complications coul

Episode 37: Housing Hot Takes… Should I Pay A Mortgage Fast?
November 18, 2025

ALL DEBT IS BAD! (Just kidding!) But, many times we here the constant pressure to pay down a mortgage as fast as possible? Does that mean you should do a 15-year loan? Is there another way? What are

Episode 36: Should I Manage My Own Investments?
November 04, 2025

This weeks topic comes from a wedding Matt attended in the recent past. As is usual when we tell people were a Financial Planner, the questions come flowing! This time, the question was Should I DI

Episode 35: What About Liquidity? Can You Use Money If You Need It!?
October 21, 2025

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 tough times? While a Net Worth statement is a great

Episode 34: When Estate Planning Goes Wrong (Or Wasn’t Done)
October 07, 2025

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 arise in the past. Whether its forgetting (or not doing

Episode 33: Who Will Make Health Decisions If You Can’t?
September 23, 2025

Were closing in on the end of our Estate Planning mini-series, and weve saved some of the most important topics for last! Healthcare decisions! While a Will and the other documents weve discussed u

Episode 32: What Is A Financial Power Of Attorney?
September 09, 2025

Its time for Elliotts FAVORITE Estate Planning document this week! Were here to talk about Financial Power of Attorney and in this episode we cover: Springing vs. Immediate Powers Effective implem

Episode 30: Estate Planning, An Introduction
August 12, 2025

Welcome to another episode of ME & Money! This week, we are kicking off a mini-series on Estate Planning. In this episode, we cover: The high-level basics of what an Estate Plan is, and what it does W

Episode 29: How To Approach Money With Children (w/ Special Guest Gayle Reaume)
July 29, 2025

Talking money with kids it doesnt happen enough and is probably second only to the birds and the bees conversation in terms of things parents dread talking to their kids about. Well, Gayle Reaume