Smart Retirement

About $800,000 reasons to plan properly for Social Security

June 09, 2020 17:00 - 42 minutes - 58.8 MB

In this episode Matt reminds listeners that there’s a fortune “sitting right under their noses” if they just plan out their Social Security income properly. Mike adds some of the best ways to delay Social Security income by using your Real Estate equity, as well as a few other ways that those should consider.

Episode 25: About $800,000 reasons to plan properly for Social Security

June 09, 2020 17:00 - 42 minutes - 58.8 MB

In this episode Matt reminds listeners that there’s a fortune “sitting right under their noses” if they just plan out their Social Security income properly. Mike adds some of the best ways to delay Social Security income by using your Real Estate equity, as well as a few other ways that those should consider.

Episode 24: What if you were the Bank, and Homeowners paid you?

May 26, 2020 18:00 - 55 minutes - 76.2 MB

In this episode Mike and Matt bring on a guest, Darin Moore DRE#01147784 from Sunset Mortgage, on the Show to help listeners understand the investment insight of being Private 1st Trust Deed lenders. Darin goes into detail as to what these loans provide Investors for income, collateral, and how his firm will help you manage the Servicing of these Notes as your point of contact. It’s another great show with alternative ways for you to minimize principal loss while maximizing returns. Special G...

What if you were the Bank, and Homeowners paid you?

May 26, 2020 18:00 - 55 minutes - 76.2 MB

In this episode Mike and Matt bring on a guest, Darin Moore DRE#01147784 from Sunset Mortgage, on the Show to help listeners understand the investment insight of being Private 1st Trust Deed lenders. Darin goes into detail as to what these loans provide Investors for income, collateral, and how his firm will help you manage the Servicing of these Notes as your point of contact. It’s another great show with alternative ways for you to minimize principal loss while maximizing returns. Special G...

Episode 23: Do you have Volatility Insurance?

May 13, 2020 20:00 - 58 minutes - 79.7 MB

In this episode Mike & Matt give a brief review of the SECURE act of 2019, Matt breaks down some ideas to combat volatility in your portfolio by creating "Volatility Insurance", and Mike discusses tax advantaged ways to sell your real estate while being your own bank.

Do you have Volatility Insurance?

May 13, 2020 20:00 - 58 minutes - 79.7 MB

In this episode Mike & Matt give a brief review of the SECURE act of 2019, Matt breaks down some ideas to combat volatility in your portfolio by creating "Volatility Insurance", and Mike discusses tax advantaged ways to sell your real estate while being your own bank.

What Shape will the Economy Take in 2020 - Part 2

April 28, 2020 19:00 - 46 minutes - 63.6 MB

In this episode Mike and Matt touch on why Congress suspended the Required Minimum Distributions for those in Retirement, due to COVID-19. Also, Mike goes into to detail of the Good, Bad and the Ugly if you are considering a Mortgage forbearance. Also, the guys discuss the alternative ways to have your assets provide you cash-flow during these abnormal times.

Episode 22: What Shape will the Economy Take in 2020 - Part 2

April 28, 2020 19:00 - 46 minutes - 63.6 MB

In this episode Mike and Matt touch on why Congress suspended the Required Minimum Distributions for those in Retirement, due to COVID-19. Also, Mike goes into to detail of the Good, Bad and the Ugly if you are considering a Mortgage forbearance. Also, the guys discuss the alternative ways to have your assets provide you cash-flow during these abnormal times.

Episode 21: What Shape will the Economy Take in 2020 - Part 1

April 14, 2020 17:00 - 53 minutes - 73.5 MB

In this episode Mike and Matt touch on the forecasts for when the U.S. will see a recession recovery from COVID-19, the current Unemployment rate and projected GDP figures from this historical “forced” recession. Also, we lay the groundwork for how we are going to report on the recovery of the U.S. Economy throughout the rest of 2020.

What Shape will the Economy Take in 2020 - Part 1

April 14, 2020 17:00 - 53 minutes - 73.5 MB

In this episode Mike and Matt touch on the forecasts for when the U.S. will see a recession recovery from COVID-19, the current Unemployment rate and projected GDP figures from this historical “forced” recession. Also, we lay the groundwork for how we are going to report on the recovery of the U.S. Economy throughout the rest of 2020.

Serenity Now

March 31, 2020 11:00 - 1 hour - 84.4 MB

Mike & Matt will discuss the sense and serenity to have in this market by discussing taking advantage of products that allow you to cap your losses and diversify your gains, as well as touch on what the Federal Reserve has done to help us see some stability in the Economy, and how the CARES Act put into Law by Congress in March should provide a resource to both individuals and Small Businesses.

Episode 20: Serenity Now

March 31, 2020 11:00 - 1 hour - 84.4 MB

Mike & Matt will discuss the sense and serenity to have in this market by discussing taking advantage of products that allow you to cap your losses and diversify your gains, as well as touch on what the Federal Reserve has done to help us see some stability in the Economy, and how the CARES Act put into Law by Congress in March should provide a resource to both individuals and Small Businesses.

The Corona Virus & Your Retirement

March 17, 2020 11:00 - 42 minutes - 78.5 MB

In this show we focus on how the COVID-19 virus is attacking the Financial Markets, and how you can counter what the 2020 Market is doing to your retirement with ways to protect your assets. Additionally, Mike and Matt touch on the recent interest rate cuts made by the Federal Reserve, and why the Federal Funds Rate and Mortgage rates are not directly correlated.

Episode 19: The Corona Virus & Your Retirement

March 17, 2020 11:00 - 42 minutes - 78.5 MB

In this show we focus on how the COVID-19 virus is attacking the Financial Markets, and how you can counter what the 2020 Market is doing to your retirement with ways to protect your assets. Additionally, Mike and Matt touch on the recent interest rate cuts made by the Federal Reserve, and why the Federal Funds Rate and Mortgage rates are not directly correlated.

Episode 18: The Wealth Triangle Part 3- Enjoying and Protecting Your Wealth

March 03, 2020 08:00 - 45 minutes - 84 MB

In this episode Mike & Matt focus on the ways to “Live Well”, by accessing the Assets that they’ve worked so hard to set-up and preserve. Through Real Estate, Financial products, and just good Smart sense listeners will understand how to “tap into” their liquid assets that will aide in Enjoying & Protecting their Wealth. Additionally, Matt helps our listeners understand the changes in some of the new Laws that have taken affect in 2020, and how understanding the SECURE Act of 2020 will set yo...

The Wealth Triangle Part 3- Enjoying and Protecting Your Wealth

March 03, 2020 08:00 - 45 minutes - 84 MB

In this episode Mike & Matt focus on the ways to “Live Well”, by accessing the Assets that they’ve worked so hard to set-up and preserve. Through Real Estate, Financial products, and just good Smart sense listeners will understand how to “tap into” their liquid assets that will aide in Enjoying & Protecting their Wealth. Additionally, Matt helps our listeners understand the changes in some of the new Laws that have taken affect in 2020, and how understanding the SECURE Act of 2020 will set yo...

Episode 17: The Wealth Triangle Part 2 - Growing & Protecting your Wealth

February 18, 2020 11:00 - 41 minutes - 76.7 MB

In this weeks episode Mike & Matt discuss part 2 of our three part series "The Wealth Triangle". Part 2 will help guide you through ideas of how to grow and protect your wealth. A diagram of the triangle can be found on our Facebook page! Thank you for listening.

The Wealth Triangle Part 2 - Growing & Protecting your Wealth

February 18, 2020 11:00 - 41 minutes - 76.7 MB

In this weeks episode Mike & Matt discuss part 2 of our three part series "The Wealth Triangle". Part 2 will help guide you through ideas of how to grow and protect your wealth. A diagram of the triangle can be found on our Facebook page! Thank you for listening.

The Wealth Triangle Part 1 - Building a Foundation

January 28, 2020 14:00 - 1 hour - 87.3 MB

In this weeks episode Mike & Matt discuss part 1 of our new three part series "The Wealth Triangle". Part 1 will explain the importance of building a strong foundation for your retirement and how that will benefit you later on in life. A diagram of the triangle can be found on our Facebook page! Thanks for listening.

Episode 16: The Wealth Triangle Part 1 - Building a Foundation

January 28, 2020 14:00 - 1 hour - 87.3 MB

In this weeks episode Mike & Matt discuss part 1 of our new three part series "The Wealth Triangle". Part 1 will explain the importance of building a strong foundation for your retirement and how that will benefit you later on in life. A diagram of the triangle can be found on our Facebook page! Thanks for listening.

Capturing the Gains from 2019!

January 14, 2020 20:00 - 39 minutes - 71.9 MB

In this episode Mike & Matt discuss ideas of how to protect your earnings from 2019 and how to not give everything thing back. Remember a gain is not realized until you sell! Happy New Year!

Episode 15 :Capturing the Gains from 2019!

January 14, 2020 20:00 - 39 minutes - 71.9 MB

In this episode Mike & Matt discuss ideas of how to protect your earnings from 2019 and how to not give everything thing back. Remember a gain is not realized until you sell! Happy New Year!

Episode 14: Wealth Transfer

December 26, 2019 18:00 - 1 hour - 85.3 MB

In this episode, Mike & Matt discuss different strategies and ideas of how to properly pass on your assets to your beneficiaries and avoid things like unnecessary taxes and probate.

Wealth Transfer

December 26, 2019 18:00 - 1 hour - 85.3 MB

In this episode, Mike & Matt discuss different strategies and ideas of how to properly pass on your assets to your beneficiaries and avoid things like unnecessary taxes and probate.

Episode 13: Thank You & Happy Holidays

December 18, 2019 17:00 - 4 minutes - 7.35 MB

In this short episode, Mike & Matt wanted to take a few minutes to thank our listeners and wish you all a very happy holidays as well as, a very healthy new year. Thank you all for a great 2019.

Thank You & Happy Holidays

December 18, 2019 17:00 - 4 minutes - 7.35 MB

In this short episode, Mike & Matt wanted to take a few minutes to thank our listeners and wish you all a very happy holidays as well as, a very healthy new year. Thank you all for a great 2019.

Income, Growth, and NO Market Risk

December 10, 2019 14:15 - 53 minutes - 98.6 MB

In this episode Mike & Matt brought in an industry expert, Marc Rogers, to discuss alternatives to the stock market and how to still receive decent growth in your retirement accounts without market risk. Also discussed is how to create an income stream you will not outlive. Happy Holidays! Special Guest: Marc Rogers.

Episode 12: Income, Growth, and NO Market Risk

December 10, 2019 14:15 - 53 minutes - 98.6 MB

In this episode Mike & Matt brought in an industry expert, Marc Rogers, to discuss alternatives to the stock market and how to still receive decent growth in your retirement accounts without market risk. Also discussed is how to create an income stream you will not outlive. Happy Holidays! Special Guest: Marc Rogers.

Protecting Yourself from the Unknown

November 26, 2019 16:00 - 45 minutes - 82.8 MB

In this episode, Mike & Matt talk with one of the nations leading experts in identity theft protection, Dana Mantilia, and learn some of the ways you can protect yourself from this serious issue. Special Guest: Dana Mantilia.

Episode 11: Protecting Yourself from the Unknown

November 26, 2019 16:00 - 45 minutes - 82.8 MB

In this episode, Mike & Matt talk with one of the nations leading experts in identity theft protection, Dana Mantilia, and learn some of the ways you can protect yourself from this serious issue. Special Guest: Dana Mantilia.

The Short & Long Term Benefits of a Reverse Mortgage

November 12, 2019 18:00 - 1 hour - 93.6 MB

On this episode Mike interviews Brad Byrnes of Finance of America to get a deeper look at the reverse mortgage market and how it can truly benefit you in retirement. Special Guest: Brad Byrnes.

Episode 10: The Short & Long Term Benefits of a Reverse Mortgage

November 12, 2019 18:00 - 1 hour - 93.6 MB

On this episode Mike interviews Brad Byrnes of Finance of America to get a deeper look at the reverse mortgage market and how it can truly benefit you in retirement. Special Guest: Brad Byrnes.

Episode 9: The Scary Costs of Healthcare

October 29, 2019 17:00 - 56 minutes - 77.5 MB

In this episode Mike & Matt get into what could be the scariest part of retirement, healthcare. Learn about the costs of the unknown and how to prepare for an unexpected. Happy Halloween!

The Scary Costs of Healthcare

October 29, 2019 17:00 - 56 minutes - 77.5 MB

In this episode Mike & Matt get into what could be the scariest part of retirement, healthcare. Learn about the costs of the unknown and how to prepare for an unexpected. Happy Halloween!

The Top 10 Mistakes Retirees Make - Part 2

October 15, 2019 16:00 - 39 minutes - 71.7 MB

In this weeks episode, Mike & Matt dive into the last 5 of the Top 10 mistakes retirees make in retirement. Remember this is a two part show and to please tune into part 1 if you haven't listened to it yet!

Episode 8: The Top 10 Mistakes Retirees Make - Part 2

October 15, 2019 16:00 - 39 minutes - 71.7 MB

In this weeks episode, Mike & Matt dive into the last 5 of the Top 10 mistakes retirees make in retirement. Remember this is a two part show and to please tune into part 1 if you haven't listened to it yet!

Episode 7: The Top 10 Mistakes Retirees Make - Part 1

October 01, 2019 18:00 - 48 minutes - 88 MB

In this weeks episode, Mike & Matt dive into the first 5 of the Top 10 mistakes retirees make. Remember this is a two part show and to please tune into part 2 when it's released.

The Top 10 Mistakes Retirees Make - Part 1

October 01, 2019 18:00 - 48 minutes - 88 MB

In this weeks episode, Mike & Matt dive into the first 5 of the Top 10 mistakes retirees make. Remember this is a two part show and to please tune into part 2 when it's released.

Episode 6: Annuity Overview

September 17, 2019 14:00 - 47 minutes - 86.7 MB

In this Episode, Matt dives into the different types of annuities available today and gives his opinion on what may be right for retirees. (If you would like to get right into content please skip to after the first commercial break [14:10].)

Annuity Overview

September 17, 2019 14:00 - 47 minutes - 86.7 MB

In this Episode, Matt dives into the different types of annuities available today and gives his opinion on what may be right for retirees. (If you would like to get right into content please skip to after the first commercial break [14:10].)

Reverse Mortgage

September 03, 2019 15:00 - 43 minutes - 60.2 MB

An episode that discusses the advantages of a Reverse Mortgage in retirement.

Episode 5: Reverse Mortgage

September 03, 2019 15:00 - 43 minutes - 60.2 MB

An episode that discusses the advantages of a Reverse Mortgage in retirement.

RMD's & Roth Conversions

August 20, 2019 01:00 - 38 minutes - 52.8 MB

This episode talks about Required Minimum Distributions with ideas of how to reduce your RMD and create a tax free retirement through a Roth Conversion of your qualified accounts.

Episode 4: RMD's & Roth Conversions

August 20, 2019 01:00 - 38 minutes - 52.8 MB

This episode talks about Required Minimum Distributions with ideas of how to reduce your RMD and create a tax free retirement through a Roth Conversion of your qualified accounts.