Smart Retirement
Episodes
Episodes of Smart Retirement
Mark All
If you have a choice, where do you want to retire? How much of where you retire will depend on how much you will have to retire on.The cost of living will be a major factor in figuring out how much you will need to retire with. Cost of living
In this podcast we will talk about the idea of if you love what you are doing for a career, will you ever really retire?Our guest today will be Steven Shulem. He sells cruise ship experiences. Being a top producer for many cruise ships, he is
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 ti
After what we experienced with the Covid pandemic, a lot of us are still recovering from the economic impact but some are already looking ahead and putting Financial Defenses in play to prepare for the next period of uncertainty.Surveying 2300
Ask yourself - by the time you retire, will you really have the health and energy to do all the fun things you dreamt about?? It's one thing to have the resources to retire comfortably but if you wait too long will you be physically fit and hav
Are you Risk Averse? Being your own boss requires some degree of risk. How good are you with dealing with risks and can you look at risk as a fun and rewarding challenge? In racing, every lap takes you approx. 2 min, each lap we get a new chal
In this episode Mike, Matt and guest speaker Jeff discuss how inflation can be the silent killer to your business and retirement portfolio. With all the government stimulus and businesses having to increase wages to attract good talent, the cos
In this episode Mike and Matt bring on a guest that was involved in the beginning creations of cryptocurrency. Michael Noel, Certified Blockchain Professional with Blockchain Consultants. Michael Co-Founded Blockchain Consultants, Inc. in 2016.
This is the final episode in our 3 part series that helps listeners focus on simple ways to start thinking like you are a retiree in your 40’s & 50’s, so that you can take advantage of your best asset - TIME. In this episode, Matt has the chanc
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 un
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
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 positi
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 heal
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,
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/U
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
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
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 fro
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 cla
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
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 w
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
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 th
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 “Withdraw
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 intere
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