Live Well - Tools for a Healthier, Wealthier Life

About Live Well - Tools for a Healthier, Wealthier Life

Welcome to Live Well!, the podcast where we explore how to navigate life’s biggest changes, overcome challenges, and build a future that aligns with your values. I’m Matt Wilson, financial advisor and owner of Live Well Financial, and my goal is to help you become the best version of yourself—both financially and personally. Each episode, we dive into real conversations with experts and individuals who have faced hardship, transition, and growth. Whether you’re dealing with a major life change, seeking financial clarity, or just simply looking for ways to live well through it all, this podcast is here to guide and encourage you. You can do this! And I’m here to help. Let’s get started!”

Publisher

Matt Wilson

Category

business · education · health & fitness

Language

en

Explicit

No

First episode

23 Jun 2025

Latest episode

12 Jun 2026

Latest episodes

32 episodes in the feed.

1. 

   12 Jun 2026

   The Long-Term Perspective - The Pillar That Holds Everything Together

   Matt Wilson caps off the four pillars of successful investing series with the pillar he believes matters most: long-term perspective. Without it, quality investments, balance, and proper diversification simply can't do their job. Matt reframes what "long-term" actually means, moving past the conventional five or ten year window toward something far more honest: the rest of your life, whatever that looks like for you. It's not just retirement. It's education, major purchases, income, lifestyle, and legacy, planning for every phase ahead. Drawing on real client conversations, including an early-career encounter with a 94-year-old who told him he didn't even buy green bananas anymore, Matt explores why discipline is the shoelace of investing. You can have the best gear, but without it, nothing functions. He digs into the data behind time versus timing, including the sobering reality that missing the ten best market days over the last twenty years can cut your returns in half, and explains why those best days almost always arrive right after the worst ones. He breaks down why the media rewards fear, why following the crowd usually means you're already late, and why roughly $8 trillion sitting in cash and another $8 trillion in money markets reflects a country trying, and largely failing, to time the market. Matt also draws a powerful distinction between being a participant in investing and being an owner. He walks through how an IRA can give you more control, more flexibility, and more ability to design income strategies, including guaranteed income or what he calls mailbox money, so your basics are covered and you can go live your life. The episode closes with a recap of all four pillars and a preview of the next episode on the seven biggest financial mistakes Matt has seen people make. Resources Mentioned ● Cornerstone Wealth Services (Matt Wilson's advisory practice): https://www.mattwilsonfinancial.com ● Truth Work Media: (podcast production and hosting at the Momentum Studio, South Bend, Indiana) https://www.truthworksmedia.com ● The Individual Retirement Account (IRA), created in the 1970s to give individuals more control over their retirement savings Connect ● Website: https://www.mattwilsonfinancial.com ● Podcast: Live Well Podcast ● Host: Matt Wilson, Cornerstone Wealth Services, [LinkedIn TK] ● Studio: Truthwork Media, Momentum Studio, South Bend, Indiana Hashtags #LiveWellPodcast #MattWilson #FinancialPlanning #WealthBuilding #LongTermInvesting #RetirementPlanning #FinancialWellness #IRA #InvestingPrinciples #FaithAndFinance #CornerstoneWealthServices #TimeInTheMarket #FinancialAdvisor #MoneyMindset

2. 

   22 May 2026

   The Four Pillars of Successful Investing: Are You Truly Diversified, or Just Spread Out?

   In the third installment of the four-part series on the pillars of successful investing, Matt Wilson tackles what he calls one of the most misunderstood concepts in all of investing: diversification. Spreading your money across multiple banks, multiple advisors, and a stack of CDs may feel like protection, but Matt makes the case that it's nothing more than location. True diversification, he explains, means owning different asset types, different sectors, different company sizes, different kinds of bonds, and different strategies, all working together inside a portfolio designed for your life. Drawing on nearly twenty years of client conversations, Matt walks through the data that makes diversification more than a slogan. He shows why a balanced 60/40 portfolio has historically returned about 9.3% with far less volatility than an all-stock approach, why a smoother ride is the ride investors can actually stay on, and why 20-year rolling returns prove that time itself reduces risk. He also shares the hard lesson of a client who refused to rebalance at the peak of the market, only to watch it fall 20% two months later, a reminder that if you don't rebalance, the market will do it for you. The episode closes with a challenge to think about your portfolio the way you think about your home: customized to your finishes, your functionality, your goals, not your neighbor's and not your parents'. Matt invites listeners to ask the honest questions, whether they hold too much exposure in one area, whether anyone is rebalancing on their behalf, and whether their portfolio is truly built for them. He previews the next episode on the four pillars, long-term perspective, and teases an upcoming standalone episode on the seven worst investing mistakes he has seen people make. Resources Mentioned ● JP Morgan Asset Management (data on historical stock, bond, and blended portfolio returns): https://www.jpmorgan.com/insights ● Truth Work Media (podcast production and hosting at the Momentum Studio, South Bend, Indiana): https://www.truthworkmedia.com ● Cornerstone Wealth Services (Matt Wilson's advisory practice): https://www.mattwilsonfinancial.com ● FINRA Series 7 (General Securities Representative Examination): https://www.finra.org/registration-exams-ce/qualification-exams/series7 Also Referenced ● The 2022 bond market, one of the worst years in bond history ● Upcoming episode teased: "The Seven Worst Investing Mistakes People Make"

3. 

   1 Apr 2026

   The Four Pillars of Successful Investing: Principles Not Predictions-Balance

   Balance is one of the most powerful tools investors have, helping you stay steady and confident even when markets get unpredictable. Matt explores a common mistake many investors make: putting too much money into a single stock, sector, or idea. This kind of concentration can increase risk and lead to bigger swings in your portfolio. Having adequate cash reserves and a balanced approach can help you handle unexpected challenges and stay on track long term.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

4 ratings

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Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.