Matt Morizio
Should you mix friends and finances?
What’s the first quality you look for when hiring a financial advisor? What’s that one non-negotiable? Trust. I hear it every day. And I...
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Matt Morizio
- Apr 29, 2019
- 3 min
How your financial advisor makes $10,000 per hour
“I’ve been so busy I haven’t been able to rebalance my clients’ accounts in 10 months.” Those were the words of an advisor managing...
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Matt Morizio
- Apr 17, 2019
- 6 min
Change your relationship with money and change your life forever
Step 1: Change your relationship with money Money is one of those topics behind religion and politics that our society sees as taboo to...
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Matt Morizio
- Mar 26, 2019
- 2 min
Was a nearly 20% decline in the S&P 500 enough for you to make a move?
In Q4 of 2018, the S&P dipped nearly 20% from its highest to lowest point. But if you're one of the people waiting for "the next crash"...
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Matt Morizio
- Feb 14, 2019
- 3 min
Behind the scenes of financial advising: What I learned in 2018, part 2
Personal health is always a back burner item…even financial health How often do you bring up exercise with someone and they respond, “I...
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Matt Morizio
- Feb 5, 2019
- 3 min
Behind the scenes of financial advising: what I learned in 2018, part 1
Athletes and entrepreneurs think A LOT alike In my first year as a financial advisor, around 75% of all the clients that chose to work...
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Matt Morizio
- Dec 7, 2018
- 3 min
Do entrepreneurs need retirement accounts?
“I’m 35 and don’t have a retirement account. I think I need to start one.” Something about my client’s question didn’t sit right with me....
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Matt Morizio
- Nov 27, 2018
- 3 min
If Buffett, Dalio, and Icahn do it, why don't you?
Yes these are some of my kids....and my chickens No client of Beck Bode owns more than 25 stocks, and believe me, we get plenty of raised...
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Matt Morizio
- Nov 10, 2018
- 3 min
Who really needs life insurance?
You never know how or when you're going to go... Does everyone need life insurance? Do only parents need life insurance? What type of...
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Matt Morizio
- Oct 26, 2018
- 4 min
5 Steps to Increase Your Income
Last week I had a lot of positive feedback on my blog titled, “You can’t budget your way to becoming a millionaire.” I explained why you...
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Matt Morizio
- Oct 15, 2018
- 2 min
You can't budget your way to becoming a millionaire
I was in the third row, locked in and ready to roll. Addie, my wife, was home with all five kids for five days. I hated to put that on...
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Matt Morizio
- Sep 14, 2018
- 3 min
Hedge fund investing: How does it work?
Ever wondered what it is like to invest in a hedge fund? To explain how they work, today I’m playing the role of hedge fund manager, Mr....
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Matt Morizio
- Aug 6, 2018
- 3 min
Are you investing to win or investing not to lose?
“Wow, that sounds risky, ” is the typical reaction when I explain our individual stock strategies to people for the first time. Here’s...
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Matt Morizio
- Jul 27, 2018
- 3 min
When do you sell a stock?
You have money in the bank, and if invested properly, you know it can “work for you.” But investments aren’t your forte, so you hire an...
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Matt Morizio
- Jul 19, 2018
- 3 min
What Bobby Bonilla's deferred comp deal teaches us about paying off your mortgage early, Part 2
Yardbarker Illustration/Getty Images In the first part of this post, I explained how the Mets weren't crazy in their decision to defer...
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Matt Morizio
- Jul 16, 2018
- 2 min
What Bobby Bonilla's deferred comp deal teaches us about paying off your mortgage early, Part 1
source: https://deskgram.org/explore/tags/bobbybonilladay Bobby Bonilla hasn’t played baseball since 2001, but from 2011 through 2035,...
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Matt Morizio
- Jul 6, 2018
- 2 min
How you earn your money matters
“I know that product is harmful to people. I realize families are torn apart because of that company. I’m not saying I believe in it. Nor...
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Matt Morizio
- Jun 29, 2018
- 2 min
Your returns matter, a lot
After three separate conversations last week about how poorly people’s investments are performing over a multi-year period, I realized...
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Matt Morizio
- Jun 8, 2018
- 3 min
Oh, you do 401k rollovers too?
The investing industry is confusing. Well educated, successful people’s eyes glaze over when you start talking about investing. I’ve seen...
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Matt Morizio
- May 25, 2018
- 3 min
Can't stick to a budget or a diet? Here is why
After months of intense interviews, sleepless nights, and worry-filled days, you did it! You landed your dream job. Things are looking...
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