Previous Episodes

• Episode 47: Thinking like a Retiree in your 40’s & 50’s – Part 2
  In 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” […]
• Episode 46: Thinking like a Retiree in your 40’s & 50’s - Part 1
  This 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. […]
• Episode 45: The Value of Preventing Health Care Costs in Retirement - Part 2
  Follow 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 […]
• Episode 44: The Value of Preventing Health Care Costs in Retirement - Part 1
  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 […]
• Episode 43: A Quick Check in After President’s Day
  In 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 […]
• Episode 42: "What Does a Biden Victory Mean for my Retirement?"
  We 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 […]
• Episode 41: Qualifying for a Mortgage with Little to No Income
  In 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 […]
• Episode 40: Things to expect from the Real Estate Market in 2021
  In 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 […]
• Episode 39: A Christmas Special – The Christmas Price Index, and what’s the Deal with the Dow?
  In 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 […]
• Episode 38: 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. Remember just because your are […]