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  • Estate Planning "101" - The Basics
    In 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 […]
  • About $800,000 reasons to plan properly for Social Security
    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.
  • What if you were the Bank, and Homeowners paid you?
    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 […]
  • Do you have Volatility Insurance?
    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
    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 […]
  • What Shape will the Economy Take in 2020 - Part 1
    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 […]
  • Serenity Now
    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 […]
  • The Corona Virus & Your Retirement
    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 […]
  • The Wealth Triangle Part 3- Enjoying and Protecting Your Wealth
    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. […]
  • The Wealth Triangle Part 2 - Growing & Protecting your Wealth
    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.

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