Trick-or-treat! This week, we’re having a little Halloween fun. Let’s see what your Halloween costume might reveal about your financial personality.

As usual, we share a few laughs in our getting-to-know-you segment and highlight some great quotes of the week. We also tackle a fantastic listener question about managing multiple financial advisors and how to simplify your retirement planning.

For this week’s Retirement Ride Along, we chat about our trip back to Matt’s hometown- Copeland, Kansas!

Here’s some of what we discuss in this episode:

Get-to-know-you questions: Driving skills, least favorite chores, and more (6:47)

Quotes of the week from Bill Murray and more (19:34)

Main topic: What Your Halloween Costume Says About Your Money Habits (20:31)

Mailbag: Am I better off having all of my money in one place? (28:31)

Retirement Ride Along: Small-town fun in Copeland, Kansas (41:33)

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Get your free copy of Preparing for Retirement: 

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