Previous Shows

• 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 […]
• Episode 37: Pass the Estate Plans, with a side of Gravy – Happy Thanksgiving!
  In this episode Mike and Matt touch on why this time of year is a great opportunity to focus on the items that you need to be organized in your Estate Plan with your immediate Family; but, also your Parents or Grandparent’s plans as well. Matt goes over the basic necessities of what you really […]
• Episode 36: Why isn’t anybody talking about the GDP? An election debrief
  In this episode Mike and Matt touch on the historical performance of the U.S. Economy in Q3, and why Q4 will likely not be anywhere as good. Additionally, the guys debrief on the Presidential Election and the challenges that the Country faces with the end-of-the-Year discontinuance of the enhanced unemployment, mortgage relief, eviction bans and […]
• Episode 35: 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 […]
• Episode 34: The 7 Risks You’ll face in Retirement – Part 3 (Sequence of Return & Investor Behavioral Risk)
  In this episode, Mike and Matt continue with Part 3 of their 4 part series that discusses managing the seven risks to retirement income. This episode covers the concept of “Sequence of Returns” risk and “Investor Behavioral” risk. Matt tells the story of how 2 separate families that both have $500,000 in their retirement accounts […]
• Episode 33: The 7 Risks You'll Face in Retirement - Part 2 (Longevity & Withdrawal Rate Risk)
  In this episode Mike and Matt continue their 4 part series about managing the seven risks you'll face in retirement. This episode touches on the concept of out living your money, and how to manage what is known as “Longevity risk” and “Withdrawal Rate Risk”. Matt goes into some of the key details he shares […]
• Episode 32: The 7 Risks You'll Face in Retirement - Part 1 (Inflation Risk)
  Mike & Matt are excited to kick off part 1 of a 4 part show series covering The 7 Risks You'll Face in Retirement. Today we are isolating Inflation risk, and the varying views of where inflation is today. Additionally, we’ll touch on the interesting concept of “Asset inflation”, and why you will want to […]