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RSS Previous Shows

  • The Top 10 Mistakes Retirees Make - Part 2
    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!
  • The Top 10 Mistakes Retirees Make - Part 1
    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.
  • Annuity Overview
    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
    An episode that discusses the advantages of a Reverse Mortgage in retirement.
  • RMD's & Roth Conversions
    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.
  • Bio Show
    An episode for Mike and Matt to tell listeners more about themselves.
  • Social Security
    This episode will help you understand the complexity of social security while giving ideas and options on how to take advantage of the benefit.
  • Fees
    This episode helps explain different types of fees in retirement.

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