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

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Episodes

  • Income, Growth, and NO Market Risk

    December 10th, 2019  |  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  |  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  |  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  |  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!

  • The Top 10 Mistakes Retirees Make - Part 2

    October 15th, 2019  |  39 mins 9 secs
    finance, finances, money, mortgage, personal, retire, retirement, reverse, smart, smartretirement

    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

    October 1st, 2019  |  48 mins 4 secs
    finance, finances, money, mortgage, personal, retire, retirement, reverse, smart, smartretirement

    In this weeks episode, Mike & Matt dive into the first 5 of the Top 10 mistakes retirees make in retirement. Remember this is a two part show and to please tune into part 2 when it's released.

  • Annuity Overview

    September 17th, 2019  |  47 mins 21 secs
    finance, finances, money, mortgage, personal, retire, retirement, reverse, smart, smartretirement

    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.)

  • Reverse Mortgage

    September 3rd, 2019  |  43 mins 51 secs
    finance, finances, money, mortgage, personal, retire, retirement, reverse, smart, smartretirement

    An episode that discusses the advantages of a Reverse Mortgage in retirement.

  • RMD's & Roth Conversions

    August 19th, 2019  |  38 mins 27 secs
    finance, finances, money, mortgage, personal, retire, retirement, reverse, smart, smartretirement

    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

    August 16th, 2019  |  22 mins 7 secs
    finance, finances, money, mortgage, personal, retire, retirement, reverse, smart, smartretirement

    An episode for Mike and Matt to tell listeners more about themselves.

  • Fees

    August 16th, 2019  |  50 mins 3 secs
    finance, finances, money, mortgage, personal, retire, retirement, reverse, smart, smartretirement

    This episode helps explain different types of fees in retirement.

  • Social Security

    August 16th, 2019  |  40 mins 31 secs
    finance, finances, money, mortgage, personal, retire, retirement, reverse, smart, smartretirement

    This episode will help you understand the complexity of social security while giving ideas and options on how to take advantage of the benefit.