08/11/2021
Episode 54: Is Life like an Endurance Race?
In 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....
03/08/2021
In 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 their own personal health care. Ultimately, this episode is to promote the true long term value in being healthy so that you can “reap what you have sown” in retirement and enjoy longevity. The second part of this Series will be more financially focused, as the guys discuss the many resources and tools that Matt advises his clients to utilize when paying for Health Care, so please tune-in to that as well.
"The Value of Preventing Health Care Costs in Retirement" Part 1 - Episode 44
In 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 Scottsda...
03/08/2021
A common question we get a lot. Does a traditional or Roth IRA make the most sense for me?
Should I open a Roth or traditional IRA?
It depends on a number of factors
01/20/2021
"What Does a Biden Victory Mean for Me?"
01/05/2021
Redfin’s 2021 Housing Market Predictions: 10% More Home Sales
The housing market will remain strong through 2021 as the economy recovers from the pandemic-driven recession.
12/08/2020
Don’t let a Self-Directed IRA scare you
In 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. ...
10/27/2020
The 7 Risks You'll Face in Retirement - Part 4 (Interest Rate & Market Risk)
In 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 ...
10/13/2020
Social Security cost-of-living adjustment will be 1.3% in 2021
The Social Security Administration announced on Tuesday just how much benefits will increase next year. But for beneficiaries who may already be spread thin financially amid Covid-19, the modest increase may not be good news.
10/13/2020
How sequence of returns can drastically change ones retirement. Two families start a 30 year retirement with the same amount of money. One (The McCoys) have a very successful retirement, the other (The Hatfields) unfortunately retired in a declining market and run out of money. Which would you rather be?