Matt Ward
Registered financial planner and registered representative who provides financial planning and investment advice to individuals and business owners, specializing in retirement, protection planning and small-business retirement solutions.
Best podcasts with Matt Ward
Ranked by the Snipd community
Jun 12, 2025 • 46min
Financial Planning Isn't Just for Rich People with Matt Ward
Matt Ward, a registered financial planner who helps retirees and small-business owners, breaks down practical money steps for non-wealthy folks. He covers cash reserves, emergency funds, SEP IRA vs solo 401(k), pre-tax vs Roth tradeoffs, protection planning, and how to start saving when you hate budgeting. Short, blunt, and actionable conversation that makes planning feel doable.
