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“Smarter Money Matters”

Smarter Money Matters: The Wonders of Concierge Medicine, featuring three professionally dressed individuals—a man in a gray suit and tie, a woman in a navy blazer, and a man in a dark suit with a bow tie—against a green and brown geometric background, with a red "Watch Now" button including a video camera icon.

The Wonders of Concierge Medicine

Submit Questions for Next Week’s Episode hereIn Today’s Episode of Smarter Money Matters with Dr. Jeff Camarda, Lou, and Anna: We sit down with Jeff’s longtime physician, Dr. Al Castile, to unpack the rise of concierge (MDVIP) medicine — and…
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Smarter Money Matters: Roth Conversions text in bold white letters on a green and brown geometric background. Below the text are three professionally dressed individuals—a man in a gray suit and tie, a woman in a navy blazer, and a man in a dark suit with a bow tie—smiling. To the right, a red button with "Watch Now" and a video camera icon invites viewers to watch.

ROTH Conversions Explained

Submit Questions for Next Week’s Episode hereIn this episode of Smarter Money Matters, Jeff Camarda, CFP®, joins Super CFPs Lou and Anna to unpack how to use Roth conversions before year-end — and why timing, tax brackets, and careful planning…
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Smarter Money Matters: Backdoor Roth Contributions with three professionally dressed individuals—two men and one woman—against a green and brown geometric background. A red button with a video camera icon says "Watch Now.

Understanding Backdoor ROTH Contributions

Submit Questions for Next Week’s Episode hereEver heard of the “Backdoor Roth” strategy? It might sound mysterious (or even a little sneaky), but it’s a perfectly legal and powerful way for higher-income earners to build tax-free wealth — if you…
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Three professionally dressed individuals—a man with a beard in a gray suit and blue tie, a woman with long blonde hair in a navy blazer, and an older man with a mustache wearing a striped shirt, bow tie, and dark jacket—are positioned at the bottom of a geometric background with green and brown diamond shapes. Bold white text above them reads "Smarter Money Matters: When to Claim Social Security." To the right, a red button with a video camera icon says "Watch Now.

When to Claim Social Security

Submit Questions for Next Week’s Episode here In Today’s Episode of Smarter Money Matters with Dr. Jeff Camarda, Lou, and Anna: When should you claim Social Security — and is the “wait until 70” rule always the smartest move? In…
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Smarter Money Matters: Protecting Against Senior Fraud, featuring three professionally dressed individuals—a man in a gray suit and tie, a woman in a navy blazer, and a man in a dark suit with a bow tie—against a green and brown geometric background. A red button with a video camera icon and the text "Watch Now" is displayed on the right side.

Protecting Against Senior Fraud

Submit Questions for Next Week’s Episode hereFinancial fraud targeting seniors is on the rise — and it’s more sophisticated than ever. In our latest Smarter Money Matters episode, Dr. Jeff Camarda, PhD, CFA®, joins CFP® professionals Anna & Lou to…
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Smarter Money Matters: Annuities Explained with pros, cons, risks, and alternatives. The image features three professionally dressed individuals—a man in a gray suit and tie, a woman in a navy blazer, and an older man in a dark suit with a bow tie—against a geometric green and brown background. A red "Watch Now" button with a video camera icon is in the top right corner.

Annuities Pros, Cons, Risks & Alternatives Explained

Submit Questions for Next Week’s Episode hereIn this Smarter Money Matters episode, Jeff Camarda, PhD, CFA®, joins CFP® pros Anna & Lou to unpack the reality behind annuities—why they’re often oversold, misunderstood, and may not be the “safe retirement solution”…
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