Smart Retirement
100 episodes - English - Latest episode: over 2 years ago - ★★★★★ - 9 ratingsSmart Retirement is a podcast that helps guide, protect, and educate those preparing for retirement or that are already in retirement. We will have a combination of guests from various industries, ideas of products and services that help consumers and most importantly, build a learning environment for our listeners.
Matt & Jeff pride themselves on simplifying the complexities of income and asset planning to make the rest of your life the best of your life!
Give us a call today at (866) 53-RETIRE
Matthew Hollander
National Producer #17191418
CA License# 0I75638
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Episodes
Episode 56: Where we finish, in racing or in retirement, is important...
September 22, 2021 08:00 - 37 minutes - 52.1 MBIf you have a choice, where do you want to retire? How much of where you retire will depend on how much you will have to retire on. The cost of living will be a major factor in figuring out how much you will need to retire with. Cost of living can vary dramatically from city to city, state to state and even country to country. The decision on where to retire takes into consideration many things like how close you are to family, the weather, your health and how much you want to spend. Should y...
Episode 55: Cruising into Retirement.. If you Love what you do, will you ever have to retire?
September 09, 2021 22:00 - 39 minutes - 54.7 MBIn this podcast we will talk about the idea of if you love what you are doing for a career, will you ever really retire? Our guest today will be Steven Shulem. He sells cruise ship experiences. Being a top producer for many cruise ships, he is fortunate to be able to go on many cruises himself. If he is doing what some people want to do when they retire, the question posed to him is, will he ever need to retire if he is already doing what he loves and doing something that is perfect during re...
Episode 54: Is Life like an Endurance Race?
August 07, 2021 00:00 - 51 minutes - 71.3 MBIn an endurance race there are many strategies you can use to get to the finish line. Remember the story of the Hare and the Tortoise? Come out strong and aggressive and 'hope' that you do not break your race car or put too much wear on your tires. Or, another approach could be to run the race slow but steady. Both can get you to the finish line. What will be your strategy for your life? You may be able to claim Victory after a successful career but what comes next? Near the end of the workin...
Episode 53: Is Playing Defense the Best Offense for Your Retirement?
July 22, 2021 23:00 - 48 minutes - 66.6 MBAfter what we experienced with the Covid pandemic, a lot of us are still recovering from the economic impact but some are already looking ahead and putting Financial Defenses in play to prepare for the next period of uncertainty. Surveying 2300 adults in 2021, 58% of Americans say they are in "Financial Recovery Mode". When asked what was their best defense was against future economic uncertainty, the two main answers were having a Contingency Fund (some call it an Emergency fund but I feel ...
Episode 52: Life Begins on the Edge of Your Comfort Zone
June 30, 2021 08:00 - 37 minutes - 50.9 MBAsk yourself - by the time you retire, will you really have the health and energy to do all the fun things you dreamt about?? It's one thing to have the resources to retire comfortably but if you wait too long will you be physically fit and have the motivation to do the activities you also wanted to do? For some people, that might not be the case. If you are still in your 40's or 50's why not think about creating a lifestyle where you take mini-retirement vacations throughout your lifetime. W...
Episode 51: The importance of being your own Boss vs being an Employee
June 18, 2021 21:00 - 40 minutes - 55.2 MBAre you Risk Averse? Being your own boss requires some degree of risk. How good are you with dealing with risks and can you look at risk as a fun and rewarding challenge? In racing, every lap takes you approx. 2 min, each lap we get a new challenge or opportunity to do better. As a business owner, everyday is a new challenge. Sometimes with many rewards. Are you ready for that opportunity? One of the best perks about being your own boss is that you not only get to create an amazing job and w...
Inflation - How it can mess with your retirement plans!
June 02, 2021 17:00 - 43 minutes - 59.3 MBIn this episode Mike, Matt and guest speaker Jeff discuss how inflation can be the silent killer to your business and retirement portfolio. With all the government stimulus and businesses having to increase wages to attract good talent, the cost of living is increasing. We discuss steps to counterbalance inflation so that it does not have a significant affect in your future. We also give a sincere good-bye to Mike and introduce Jeff Shulem, CPA as the new co-host to the podcast.
Episode 50: Inflation - How it can mess with your retirement plans!
June 02, 2021 17:00 - 43 minutes - 59.3 MBIn this episode Mike, Matt and guest speaker Jeff discuss how inflation can be the silent killer to your business and retirement portfolio. With all the government stimulus and businesses having to increase wages to attract good talent, the cost of living is increasing. We discuss steps to counterbalance inflation so that it does not have a significant affect in your future. We also give a sincere good-bye to Mike and introduce Jeff Shulem, CPA as the new co-host to the podcast.
Episode 49: What is Cryptocurrency, and is it worth owning?
May 19, 2021 14:00 - 46 minutes - 63.6 MBIn this episode Mike and Matt bring on a guest that was involved in the beginning creations of cryptocurrency. Michael Noel, Certified Blockchain Professional with Blockchain Consultants. Michael Co-Founded Blockchain Consultants, Inc. in 2016. He has been helping companies in multiple industries adopt Distributed Ledger Technology ever since. This is more of an educational show on how Cryptocurrency really works, and less about why you should hold or not hold some cryptocurrency in your reti...
Episode 48: Thinking like a Retiree in your 40’s & 50’s – Part 3
May 05, 2021 23:00 - 35 minutes - 49.2 MBThis is the final episode in our 3 part series that helps listeners focus on simple ways to start thinking like you are a retiree in your 40’s & 50’s, so that you can take advantage of your best asset - TIME. In this episode, Matt has the chance to interview Sylvain Templeman, Executive Vice President and National Sales Manager of The Pacific Financial Group. They go into detail about the concept of turning all, or some, of your 401(k) into a self-directed fund that gives Investors so many op...
Episode 47: Thinking like a Retiree in your 40’s & 50’s – Part 2
April 15, 2021 01:00 - 36 minutes - 49.6 MBIn this episode, Mike and Matt lay the groundwork to help you start understanding what the average amount you should have in your retirement accounts when you are in your 30’s, 40’s, and 50’s. In addition to that, Matt helps those revisit or understand for the first time, the concept of maximizing your “free money” with your 401k match with the Employer, then your tax deferred savings, and then caps off the conversation with your tax free savings. He saves the best idea for last when he expla...
Episode 46: Thinking like a Retiree in your 40’s & 50’s - Part 1
March 31, 2021 19:00 - 37 minutes - 51.6 MBThis show begins a 3-part Series where the guys will go into detail on how to habitually prepare for retirement in your 40’s and 50’s, so that you can retire sooner with confidence. The episode starts with Mike and Matt quickly warming up with a discussion about the asset inflation taking place in the U.S. Real Estate Market – in January the Year-over-Year National average price increase for Real Estate was 11.2%, and this was a 15 year high. Additionally, they discussed how the lack of Affo...
Episode 45: The Value of Preventing Health Care Costs in Retirement - Part 2
March 17, 2021 15:00 - 47 minutes - 65.5 MBFollow along as Mike and Matt discuss the many ways to financially plan for the “curve balls” your health will throw at you. There’s a Health Savings Account (HSA) discussion in this episode that will have you rethinking the way that you position your health care dollars that saves you money today, but helps you load up your “piggy bank” before the Medicare Health guidelines eliminate your ability to start-up an HSA. Then, just after the break Matt brings up some really brilliant ways to appr...
Episode 44: The Value of Preventing Health Care Costs in Retirement - Part 1
March 02, 2021 23:00 - 47 minutes - 65.1 MBIn this episode Mike and Matt begin this two part series with the guest appearance of Dr. Ken Ota from his very own O Longevity & Wellness Clinic in Scottsdale, AZ. The guys had him on the show to touch on the true benefits of preventative health care and medicine, as it pertains to those in their mid-life, or approaching retirement age. Also, the 3 of them discuss the philosophy of focus on one’s physical and mental health, in an effort to help listeners refocus on the way they approach the...
Episode 43: A Quick Check in After President’s Day
February 17, 2021 18:00 - 22 minutes - 30.8 MBIn this episode Mike and Matt just do a quick “check-in” with listeners following the President’s Day weekend. Mike speaks briefly about the status of the 10-Year U.S. Treasury Note and the importance of this index being above 1.20% currently, and how that has an effect on the mortgage rate markets. While Matt spends a few minutes on setting us up for our March 2-part series that will help listeners prepare for various ways to protect themselves from Health Care risks and expenses in Retireme...
Episode 42 - "What Does a Biden Victory Mean for my Retirement?"
February 03, 2021 00:00 - 39 minutes - 54.2 MBWe are very proud to announce that we are now recording our Podcast as both a Video & Podcast! You can listen and watch now at the same time!!! Here’s the link to our YouTube channel – Smart Retirement Podcast (https://www.youtube.com/channel/UCkylXofeMjBXlRLkt_QChXg). In this episode Mike and Matt touch discuss a “White Paper” that Matt Hollander sent out to his clients titled “What does a Biden Victory Mean for Me?” The guys touch on the fact that Political Parties don’t have a direct corre...
Episode 42: "What Does a Biden Victory Mean for my Retirement?"
February 03, 2021 00:00 - 39 minutes - 54.2 MBWe are very proud to announce that we are now recording our Podcast as both a Video & Podcast! You can listen and watch now at the same time!!! Here’s the link to our YouTube channel – Smart Retirement Podcast (https://www.youtube.com/channel/UCkylXofeMjBXlRLkt_QChXg). In this episode Mike and Matt touch discuss a “White Paper” that Matt Hollander sent out to his clients titled “What does a Biden Victory Mean for Me?” The guys touch on the fact that Political Parties don’t have a direct corre...
Episode 41: Qualifying for a Mortgage with Little to No Income
January 19, 2021 17:00 - 34 minutes - 47.1 MBIn this episode Mike and Matt kick off the show with the current status of the Gold & Silver Market, as well as what to watch for as the 10 year Treasury Note makes a come back from its drastic decline in 2020 – see helpful link below to track the performance of the 10 YR U.S. Treasury Note. Also, Mike spends a good portion of the Show focusing on the SMART ways to provide Lenders with proof that you can repay a Conventional mortgage without showing much, if any, income. Mike elaborates on th...
Episode 40: Things to expect from the Real Estate Market in 2021
January 05, 2021 20:00 - 38 minutes - 53.1 MBIn this episode Mike and Matt touch on the forecasts for the U.S. Real Estate market in 2021. The guys discuss points brought up in a 2021 Redfin Real Estate article, as Mike gives his “2 cents” on what happened in many transactions in 2020, as well as what listeners can expect when buying Real Estate in 2021. Matt provides some good insight on his local Market in Phoenix/Scottsdale, AZ region and why Zillow thinks there could very will be double-digit price increases in 2021. The article tha...
Things to expect from the Real Estate Market in 2021
January 05, 2021 20:00 - 38 minutes - 53.1 MBIn this episode Mike and Matt touch on the forecasts for the U.S. Real Estate market in 2021. The guys discuss points brought up in a 2021 Redfin Real Estate article, as Mike gives his “2 cents” on what happened in many transactions in 2020, as well as what listeners can expect when buying Real Estate in 2021. Matt provides some good insight on his local Market in Phoenix/Scottsdale, AZ region and why Zillow thinks there could very will be double-digit price increases in 2021. The article tha...
A Christmas Special – The Christmas Price Index, and what’s the Deal with the Dow?
December 22, 2020 17:00 - 36 minutes - 50.8 MBIn this episode Mike and Matt embarrass themselves with their reading of the 12 Days of Christmas Price Index—it’s a ridiculous way to share some cheer. Also, they make it a point to address the real reasons why the Dow Jones has recovered from it’s low of 18,519, in late March, to over 30,000 today at Christmas. And of course, they “pepper in” their personal opinions of the 2021 forecasts for the Markets.
Episode 39: A Christmas Special – The Christmas Price Index, and what’s the Deal with the Dow?
December 22, 2020 17:00 - 36 minutes - 50.8 MBIn this episode Mike and Matt embarrass themselves with their reading of the 12 Days of Christmas Price Index—it’s a ridiculous way to share some cheer. Also, they make it a point to address the real reasons why the Dow Jones has recovered from it’s low of 18,519, in late March, to over 30,000 today at Christmas. And of course, they “pepper in” their personal opinions of the 2021 forecasts for the Markets.
Episode 38: Don’t let a Self-Directed IRA scare you
December 08, 2020 18:00 - 38 minutes - 53.1 MBIn this episode Mike and Matt touch on the concept of increasing your Investment options through a Self-Directed IRA. The guys help you understand the DO’s & Don’t of properly setting up a Self-Directed IRA. Also, Mike goes over some of the classic Myths about this style of Investment strategy. Remember just because your are in control of this IRA doesn’t mean you can make-up your own rules. The key is to plan & play smart and this tool could really help you earn more interest while you seek ...
Don’t let a Self-Directed IRA scare you
December 08, 2020 18:00 - 38 minutes - 53.1 MBIn this episode Mike and Matt touch on the concept of increasing your Investment options through a Self-Directed IRA. The guys help you understand the DO’s & Don’t of properly setting up a Self-Directed IRA. Also, Mike goes over some of the classic Myths about this style of Investment strategy. Remember just because your are in control of this IRA doesn’t mean you can make-up your own rules. The key is to plan & play smart and this tool could really help you earn more interest while you seek ...
Episode 37: Pass the Estate Plans, with a side of Gravy – Happy Thanksgiving!
November 24, 2020 08:00 - 35 minutes - 49.4 MBIn this episode Mike and Matt touch on why this time of year is a great opportunity to focus on the items that you need to be organized in your Estate Plan with your immediate Family; but, also your Parents or Grandparent’s plans as well. Matt goes over the basic necessities of what you really should have completed, notarized, and in order so that is the unthinkable illness, or worse death, happens in the Family you are ready to comfortably take action. Then, Mike touches on the proper way ...
Episode 800001: Pass the Estate Plans, with a side of Gravy – Happy Thanksgiving!
November 24, 2020 08:00 - 35 minutes - 49.4 MBIn this episode Mike and Matt touch on why this time of year is a great opportunity to focus on the items that you need to be organized in your Estate Plan with your immediate Family; but, also your Parents or Grandparent’s plans as well. Matt goes over the basic necessities of what you really should have completed, notarized, and in order so that is the unthinkable illness, or worse death, happens in the Family you are ready to comfortably take action. Then, Mike touches on the proper way ...
Pass the Estate Plans, with a side of Gravy – Happy Thanksgiving!
November 24, 2020 08:00 - 35 minutes - 49.4 MBIn this episode Mike and Matt touch on why this time of year is a great opportunity to focus on the items that you need to be organized in your Estate Plan with your immediate Family; but, also your Parents or Grandparent’s plans as well. Matt goes over the basic necessities of what you really should have completed, notarized, and in order so that is the unthinkable illness, or worse death, happens in the Family you are ready to comfortably take action. Then, Mike touches on the proper way ...
Episode 36: Why isn’t anybody talking about the GDP? An election debrief
November 10, 2020 10:00 - 29 minutes - 39.9 MBIn this episode Mike and Matt touch on the historical performance of the U.S. Economy in Q3, and why Q4 will likely not be anywhere as good. Additionally, the guys debrief on the Presidential Election and the challenges that the Country faces with the end-of-the-Year discontinuance of the enhanced unemployment, mortgage relief, eviction bans and student loan forbearances. As smart retirees, we should be preparing for “WHO” is going to help repay the Government for the initial stimulus, and th...
Why isn’t anybody talking about the GDP? An election debrief
November 10, 2020 10:00 - 29 minutes - 39.9 MBIn this episode Mike and Matt touch on the historical performance of the U.S. Economy in Q3, and why Q4 will likely not be anywhere as good. Additionally, the guys debrief on the Presidential Election and the challenges that the Country faces with the end-of-the-Year discontinuance of the enhanced unemployment, mortgage relief, eviction bans and student loan forbearances. As smart retirees, we should be preparing for “WHO” is going to help repay the Government for the initial stimulus, and th...
The 7 Risks You'll Face in Retirement - Part 4 (Interest Rate & Market Risk)
October 27, 2020 16:00 - 30 minutes - 42 MBIn this episode Mike and Matt touch on the final part of the series that focuses on the 7 retirement income risks. With the type of year we’ve had in 2020, the guys thought it would be best to save Interest Rate & Market risk for the last part of this Series. They go into details as to why having a “risk free” holding like a Certificate of Deposit or Money market account can cause interest rate risk relative to the inflation rate during the time you hold that investment. Additionally, later i...
Episode 35: The 7 Risks You'll Face in Retirement - Part 4 (Interest Rate & Market Risk)
October 27, 2020 16:00 - 30 minutes - 42 MBIn this episode Mike and Matt touch on the final part of the series that focuses on the 7 retirement income risks. With the type of year we’ve had in 2020, the guys thought it would be best to save Interest Rate & Market risk for the last part of this Series. They go into details as to why having a “risk free” holding like a Certificate of Deposit or Money market account can cause interest rate risk relative to the inflation rate during the time you hold that investment. Additionally, later i...
The 7 Risks You’ll face in Retirement – Part 3 (Sequence of Return & Investor Behavioral Risk)
October 13, 2020 08:00 - 40 minutes - 55.1 MBIn this episode, Mike and Matt continue with Part 3 of their 4 part series that discusses managing the seven risks to retirement income. This episode covers the concept of “Sequence of Returns” risk and “Investor Behavioral” risk. Matt tells the story of how 2 separate families that both have $500,000 in their retirement accounts execute the same investment strategies, but run-out-of-money at two very different times because of what the Market was doing at the time they decided actually start...
Episode 34: The 7 Risks You’ll face in Retirement – Part 3 (Sequence of Return & Investor Behavioral Risk)
October 13, 2020 08:00 - 40 minutes - 55.1 MBIn this episode, Mike and Matt continue with Part 3 of their 4 part series that discusses managing the seven risks to retirement income. This episode covers the concept of “Sequence of Returns” risk and “Investor Behavioral” risk. Matt tells the story of how 2 separate families that both have $500,000 in their retirement accounts execute the same investment strategies, but run-out-of-money at two very different times because of what the Market was doing at the time they decided actually start...
The 7 Risks You'll Face in Retirement - Part 2 (Longevity & Withdrawal Rate Risk)
September 29, 2020 08:00 - 40 minutes - 55.9 MBIn this episode Mike and Matt continue their 4 part series about managing the seven risks you'll face in retirement. This episode touches on the concept of out living your money, and how to manage what is known as “Longevity risk” and “Withdrawal Rate Risk”. Matt goes into some of the key details he shares in his Retirement survival workshops. Additionally, Mike supplements some helpful Real Estate equity tips on how to allow the equity in your home to extend the access to income you will hav...
Episode 33: The 7 Risks You'll Face in Retirement - Part 2 (Longevity & Withdrawal Rate Risk)
September 29, 2020 08:00 - 40 minutes - 55.9 MBIn this episode Mike and Matt continue their 4 part series about managing the seven risks you'll face in retirement. This episode touches on the concept of out living your money, and how to manage what is known as “Longevity risk” and “Withdrawal Rate Risk”. Matt goes into some of the key details he shares in his Retirement survival workshops. Additionally, Mike supplements some helpful Real Estate equity tips on how to allow the equity in your home to extend the access to income you will hav...
Episode 32: The 7 Risks You'll Face in Retirement - Part 1 (Inflation Risk)
September 15, 2020 20:00 - 41 minutes - 56.7 MBMike & Matt are excited to kick off part 1 of a 4 part show series covering The 7 Risks You'll Face in Retirement. Today we are isolating Inflation risk, and the varying views of where inflation is today. Additionally, we’ll touch on the interesting concept of “Asset inflation”, and why you will want to focus on how inflation will affect your personal expenses, and financing decisions in Retirement. Finally, we give you some tips on how to capitalize on these ideas and perspectives in a year...
The 7 Risks You'll Face in Retirement - Part 1 (Inflation Risk)
September 15, 2020 20:00 - 41 minutes - 56.7 MBMike & Matt are excited to kick off part 1 of a 4 part show series covering The 7 Risks You'll Face in Retirement. Today we are isolating Inflation risk, and the varying views of where inflation is today. Additionally, we’ll touch on the interesting concept of “Asset inflation”, and why you will want to focus on how inflation will affect your personal expenses, and financing decisions in Retirement. Finally, we give you some tips on how to capitalize on these ideas and perspectives in a year...
How Will This Election Year Affect my Retirement?
September 01, 2020 15:00 - 30 minutes - 56.3 MBIn this episode Mike and Matt touch on the fear and potential volatility that the U.S. economy could have regardless of which Presidential candidate wins in November. Our purpose on this show is to keep you thinking about your financial plan, while not letting the media or the fear of a certain President’s agenda scare you into doing something rash or hastily with your Retirement assets. We will also touch on a couple of ideas you can start implementing now as we approach the 2020 Presidenti...
How Will This Election Year Effect my Retirement?
September 01, 2020 15:00 - 30 minutes - 56.3 MBIn this episode Mike and Matt touch on the fear and potential volatility that the U.S. economy could have regardless of which Presidential candidate wins in November. Our purpose on this show is to keep you thinking about your financial plan, while not letting the media or the fear of a certain President’s agenda scare you into doing something rash or hastily with your Retirement assets. We will also touch on a couple of ideas you can start implementing now as we approach the 2020 Presidenti...
Episode 31: How Will This Election Year Affect my Retirement?
September 01, 2020 15:00 - 30 minutes - 56.3 MBIn this episode Mike and Matt touch on the fear and potential volatility that the U.S. economy could have regardless of which Presidential candidate wins in November. Our purpose on this show is to keep you thinking about your financial plan, while not letting the media or the fear of a certain President’s agenda scare you into doing something rash or hastily with your Retirement assets. We will also touch on a couple of ideas you can start implementing now as we approach the 2020 Presidenti...
Episode 30: Ways to create an Equity Partner with your Real Estate
August 18, 2020 08:00 - 44 minutes - 61.6 MBIn this episode Mike and Matt interview Michael Lyon, Partnership Manager with Point Digital Finance. Point Digital Finance provides a Home Equity Investment financing solution that allows both Homeowners and Real Estate Investors 30 year financing options with no monthly payments. This is nothing like a Reverse Mortgage, and is a very interesting alternative in Real Estate finance. You are going to want to listen to how Point approaches thetheir formal partnership with you as a Real Estate o...
Ways to create an Equity Partner with your Real Estate
August 18, 2020 08:00 - 44 minutes - 61.6 MBIn this episode Mike and Matt interview Michael Lyon, Partnership Manager with Point Digital Finance. Point Digital Finance provides a Home Equity Investment financing solution that allows both Homeowners and Real Estate Investors 30 year financing options with no monthly payments. This is nothing like a Reverse Mortgage, and is a very interesting alternative in Real Estate finance. You are going to want to listen to how Point approaches thetheir formal partnership with you as a Real Estate o...
Ways to have a more flexible College Savings plan - "Giving them the Gift of No Student Loans!"
August 04, 2020 07:15 - 41 minutes - 57 MBIn this episode Mike and Matt touch on the all the ways we can help our children, or our children’s children, save and prepare for the ever increasing cost of a College education. Matt touches on various types of College Savings plans (I bet you don’t know all of them), and he even presents a handy way that he helps clients design a more robust College Savings plan with Life insurance. Also, Mike walks us through the savvy ways to have your kids be the Landlord while they are in College…liste...
Episode 29: Ways to have a more flexible College Savings plan - "Giving them the Gift of No Student Loans!"
August 04, 2020 07:15 - 41 minutes - 57 MBIn this episode Mike and Matt touch on the all the ways we can help our children, or our children’s children, save and prepare for the ever increasing cost of a College education. Matt touches on various types of College Savings plans (I bet you don’t know all of them), and he even presents a handy way that he helps clients design a more robust College Savings plan with Life insurance. Also, Mike walks us through the savvy ways to have your kids be the Landlord while they are in College…liste...
What’s better than Cash? Cash and a Death Benefit!
July 21, 2020 15:00 - 53 minutes - 72.8 MBIn this episode Mike and Matt touch on yet another smart retirement “tool to have in your bag”! Learn from listening to their esteemed special guest, Chris Foley, from Core Income Advisors, on why having a portion of your retirement portfolio held in a permanent life insurance policy might make a lot of sense. We get into the all of the investment advantages and tax-free advantages the policy provides as you navigate through retirement; while ultimately, setting up to pay your heirs a non-tax...
Episode 28: What’s better than Cash? Cash and a Death Benefit!
July 21, 2020 15:00 - 53 minutes - 72.8 MBIn this episode Mike and Matt touch on yet another smart retirement “tool to have in your bag”! Learn from listening to their esteemed special guest, Chris Foley, from Core Income Advisors, on why having a portion of your retirement portfolio held in a permanent life insurance policy might make a lot of sense. We get into the all of the investment advantages and tax-free advantages the policy provides as you navigate through retirement; while ultimately, setting up to pay your heirs a non-tax...
Use your Tax Refund wisely, and Reap what you Sow
July 07, 2020 22:00 - 50 minutes - 69.7 MBMike and Matt discuss 2 great ways to be disciplined and reinvest your tax refund into making your future financial life more free. With Tax Refund time “right around the corner” for many Americans, it’s time to make those dimes & nickels turn into quarters…Also, we touch on some key tips & trick for how to prepare and execute your Tax filing this year, and many to come.
Episode 27: Use your Tax Refund wisely, and Reap what you Sow
July 07, 2020 22:00 - 50 minutes - 69.7 MBMike and Matt discuss 2 great ways to be disciplined and reinvest your tax refund into making your future financial life more free. With Tax Refund time “right around the corner” for many Americans, it’s time to make those dimes & nickels turn into quarters…Also, we touch on some key tips & trick for how to prepare and execute your Tax filing this year, and many to come.
Estate Planning "101" - The Basics
June 23, 2020 10:00 - 40 minutes - 55.1 MBIn this episode Mike & Matt have the pleasure of interviewing, Mark Hall, an attorney of Mark E. Hall, PC law firm to discuss the basics of wills or trusts and where they might make sense. Mark Hall also goes over the basic details of why there are different forms of trusts to have in place depending on your personal financial situation. As a gift to our listeners, Mike & Matt have gotten Mark to agree to complete a new Trust for you, or review your Trust, at a promotional rate. Take a listen...
Episode 26: Estate Planning "101" - The Basics
June 23, 2020 10:00 - 40 minutes - 55.1 MBIn this episode Mike & Matt have the pleasure of interviewing, Mark Hall, an attorney of Mark E. Hall, PC law firm to discuss the basics of wills or trusts and where they might make sense. Mark Hall also goes over the basic details of why there are different forms of trusts to have in place depending on your personal financial situation. As a gift to our listeners, Mike & Matt have gotten Mark to agree to complete a new Trust for you, or review your Trust, at a promotional rate. Take a listen...