Live Well - Tools for a Healthier, Wealthier Life Podcast Por Matt Wilson arte de portada

Live Well - Tools for a Healthier, Wealthier Life

Live Well - Tools for a Healthier, Wealthier Life

De: Matt Wilson
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Welcome to Live Well!, the podcast where we explore how to navigate life’s biggest changes, overcome challenges, and build a future that aligns with your values. I’m Matt Wilson, financial advisor and owner of Live Well Financial, and my goal is to help you become the best version of yourself—both financially and personally. Each episode, we dive into real conversations with experts and individuals who have faced hardship, transition, and growth. Whether you’re dealing with a major life change, seeking financial clarity, or just simply looking for ways to live well through it all, this podcast is here to guide and encourage you. You can do this! And I’m here to help. Let’s get started!”Copyright 2026 Matt Wilson Desarrollo Personal Economía Finanzas Personales Higiene y Vida Saludable Psicología Psicología y Salud Mental Éxito Personal
Episodios
  • Money Minute with Matt: DAF, Smart Charitable Giving

    Money Minute with Matt: DAF, Smart Charitable Giving
    Feb 4 2026

    A donor-advised fund (DAF) is a powerful way to give to charity while maximizing tax benefits.

    Matt explains how a DAF works, why it’s especially useful in high-income years, and how donating appreciated assets can help avoid capital gains taxes while growing charitable dollars tax-free. Listen to see if a donor-advised fund could be a smart fit for your charitable strategy.
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    2 m
  • Money Minute with Matt: Weekly Family Meeting

    Money Minute with Matt: Weekly Family Meeting
    Jan 28 2026

    What if just 15 minutes a week could improve both your family’s finances and your relationships?

    Listen as Matt explores the power of a weekly family money meeting, a simple habit that can reduce stress, improve communication, and create a shared understanding around money.

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    2 m
  • Money Minute with Matt: The After Tax 401k option

    Money Minute with Matt: The After Tax 401k option
    Jan 21 2026

    You can save more in your 401(k) than you think.

    The after-tax 401(k) option for high savers is often overlooked. In 2025, while the employee contribution limit was $22,500, total 401(k) contributions can reach $69,000, including employer match.

    Always review your plan rules to see if this option fits your strategy.

    #AfterTax401k #MegaBackdoorRoth #RetirementPlanning #HighIncomeSavers #WealthBuilding #FinancialEducation #InvestSmart #TaxStrategy #401kTips #MoneyMinute
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    2 m
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