About the show

Smart Retirement is a podcast that helps guide, protect, and educate those preparing for retirement or that are already in retirement. We will have a combination of guests from various industries, ideas of products and services that help consumers and most importantly, build a learning environment for our listeners.

Mike and Matt pride themselves on simplifying the complexities of income and asset planning to make the rest of your life the best of your life!

Give us a call today at (866) 53-RETIRE

Mike Poyntz
NMLS# 1246224 (CA Only)

Matthew Hollander
National Producer #17191418
CA License# 0I75638

Smart Retirement on social media

Episodes

  • Serenity Now

    March 31st, 2020  |  Season 2  |  1 hr 1 min
    finance, finances, money, mortgage, personal, retire, retirement, reverse, smart, smartretirement

    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 Act put into Law by Congress in March should provide a resource to both individuals and Small Businesses.

  • The Corona Virus & Your Retirement

    March 17th, 2020  |  Season 2  |  42 mins 52 secs
    finance, finances, money, mortgage, personal, retire, retirement, reverse, smart, smartretirement

    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 Funds Rate and Mortgage rates are not directly correlated.

  • The Wealth Triangle Part 3- Enjoying and Protecting Your Wealth

    March 3rd, 2020  |  Season 2  |  45 mins 52 secs
    finance, finances, money, mortgage, personal, retire, retirement, reverse, smart, smartretirement

    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. Additionally, Matt helps our listeners understand the changes in some of the new Laws that have taken affect in 2020, and how understanding the SECURE Act of 2020 will set your Family up for success as they receive your Legacy.

    **Listeners can always email us questions, comments or concerns at: info@smartretirementcast.com

  • The Wealth Triangle Part 2 - Growing & Protecting your Wealth

    February 18th, 2020  |  Season 2  |  41 mins 51 secs
    finance, finances, money, mortgage, personal, retire, retirement, reverse, smart, smartretirement

    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.

  • The Wealth Triangle Part 1 - Building a Foundation

    January 28th, 2020  |  Season 2  |  1 hr 3 mins
    finance, finances, money, mortgage, personal, retire, retirement, reverse, smart, smartretirement

    In this weeks episode Mike & Matt discuss part 1 of our new three part series "The Wealth Triangle". Part 1 will explain the importance of building a strong foundation for your retirement and how that will benefit you later on in life. A diagram of the triangle can be found on our Facebook page! Thanks for listening.

  • Capturing the Gains from 2019!

    January 14th, 2020  |  Season 2  |  39 mins 15 secs
    finance, finances, money, mortgage, personal, retire, retirement, reverse, smart, smartretirement

    In this episode Mike & Matt discuss ideas of how to protect your earnings from 2019 and how to not give everything thing back. Remember a gain is not realized until you sell! Happy New Year!

  • Wealth Transfer

    December 26th, 2019  |  Season 1  |  1 hr 2 mins
    finance, finances, money, mortgage, personal, retire, retirement, reverse, smart, smartretirement

    In this episode, Mike & Matt discuss different strategies and ideas of how to properly pass on your assets to your beneficiaries and avoid things like unnecessary taxes and probate.

  • Thank You & Happy Holidays

    December 18th, 2019  |  Season 1  |  4 mins
    finance, finances, money, mortgage, personal, retire, retirement, reverse, smart, smartretirement

    In this short episode, Mike & Matt wanted to take a few minutes to thank our listeners and wish you all a very happy holidays as well as, a very healthy new year. Thank you all for a great 2019.

  • Income, Growth, and NO Market Risk

    December 10th, 2019  |  Season 1  |  53 mins 52 secs
    finance, finances, money, mortgage, personal, retire, retirement, reverse, smart, smartretirement

    In this episode Mike & Matt brought in an industry expert, Marc Rogers, to discuss alternatives to the stock market and how to still receive decent growth in your retirement accounts without market risk. Also discussed is how to create an income stream you will not outlive. Happy Holidays!

  • Protecting Yourself from the Unknown

    November 26th, 2019  |  Season 1  |  45 mins 13 secs
    finance, finances, money, mortgage, personal, retire, retirement, reverse, smart, smartretirement

    In this episode, Mike & Matt talk with one of the nations leading experts in identity theft protection, Dana Mantilia, and learn some of the ways you can protect yourself from this serious issue.

  • The Short & Long Term Benefits of a Reverse Mortgage

    November 12th, 2019  |  Season 1  |  1 hr 8 mins
    finance, finances, money, mortgage, personal, retire, retirement, reverse, smart, smartretirement

    On this episode Mike interviews Brad Byrnes of Finance of America to get a deeper look at the reverse mortgage market and how it can truly benefit you in retirement.

  • The Scary Costs of Healthcare

    October 29th, 2019  |  Season 1  |  56 mins 25 secs
    finance, finances, healthcare, longtermcare, money, mortgage, personal, retire, retirement, reverse, smart, smartretirement

    In this episode Mike & Matt get into what could be the scariest part of retirement, healthcare. Learn about the costs of the unknown and how to prepare for an unexpected. Happy Halloween!