Discover why fee-only fiduciary advisors work in your best interest. Learn how eliminating commissions protects your portfolio from biased advice.
“Smarter Money Matters”
Is Your Advisor Skipping These 5 Things?
5 things most financial advisors never do: cut lifetime taxes, plan your estate, review proactively, stress-test retirement, and act as a true fiduciary.
Align These Three Parts of Your Financial Life
Your investments, taxes, and estate plan aren’t separate. Treat them like one system before the gaps cost your family at the worst possible time.
Protecting Your Wealth Before, During, and After Divorce ft Jason Porter, P.A.
Submit Questions for Next Week’s Episode hereIn Today’s Podcast Episode of Smarter Money Matters… Divorce can have a profound impact on your finances, family, and long-term wealth plan. In this episode of Smarter Money Matters, Dr. Jeff Camarda is joined…
Real Fiduciary, Real Credentials, and Education
Submit Questions for Next Week’s Episode hereIn Today’s Podcast Episode of Smarter Money Matters with Dr. Jeff, Lou, & Anna discuss… Two key factors that can significantly impact the quality of financial advice investors receive: fiduciary responsibility and advisor qualifications.…
Global Bond Rout: What Rising Interest Rates Mean for Your Money
Submit Questions for Next Week’s Episode hereRising interest rates, stubborn inflation, growing government debt, and escalating geopolitical tensions are creating new challenges for investors worldwide. In Today’s Podcast Episode of Smarter Money Matters with Dr. Jeff, Lou, & Anna… …Break…
Winning with Camarda & Market Talk with the PWA Team
Submit Questions for Next Week’s Episode hereIn Today’s Podcast Episode of Smarter Money Matters with Dr. Jeff, Lou, & Anna… This episode introduces a new series, “Winning with Camarda,” focused on reinforcing the firm’s value and what truly differentiates it…
New $6,000 Senior Tax Break: What Retirees Need to Know
Submit Questions for Next Week’s Episode hereIn Today’s Podcast Episode of Smarter Money Matters with Dr. Jeff, Kim, & Anna… A new $6,000 senior tax break is now available, but many retirees may miss out simply because they don’t understand…
IRS Tax Refund Delay: What Taxpayers Need to Know This Year
Submit Questions for Next Week’s Episode hereIn Today’s Podcast Episode of Smarter Money Matters with Dr. Jeff, Kim, & Anna… Tax season is becoming more complicated as taxpayers face longer processing times, IRS backlogs, and changes in how returns are…
Private Equity, Private Credit, & Alternatives: What Investors Aren’t Told
Submit Questions for Next Week’s Episode hereIn Today’s Podcast Episode of Smarter Money Matters with Dr. Jeff, Lou, & Anna… Private equity, private credit, and alternative investments are showing up more often in portfolios—and even inside 401(k) plans. While these…