Episode Archive

35 episodes of Smart Retirement since the first episode, which aired on August 16th, 2019.

  • Do you have Volatility Insurance?

    May 13th, 2020  |  Season 2  |  58 mins
    finance, finances, money, mortgage, personal, retire, retirement, reverse, smart, smartretirement

    In this episode Mike & Matt give a brief review of the SECURE act of 2019, Matt breaks down some ideas to combat volatility in your portfolio by creating "Volatility Insurance", and Mike discusses tax advantaged ways to sell your real estate while being your own bank.

  • What Shape will the Economy Take in 2020 - Part 2

    April 28th, 2020  |  Season 2  |  46 mins 17 secs
    finance, finances, money, mortgage, personal, retire, retirement, reverse, smart, smartretirement

    In this episode Mike and Matt touch on why Congress suspended the Required Minimum Distributions for those in Retirement, due to COVID-19. Also, Mike goes into to detail of the Good, Bad and the Ugly if you are considering a Mortgage forbearance. Also, the guys discuss the alternative ways to have your assets provide you cash-flow during these abnormal times.

  • What Shape will the Economy Take in 2020 - Part 1

    April 14th, 2020  |  Season 2  |  53 mins 32 secs
    finance, finances, money, mortgage, personal, retire, retirement, reverse, smart, smartretirement

    In this episode Mike and Matt touch on the forecasts for when the U.S. will see a recession recovery from COVID-19, the current Unemployment rate and projected GDP figures from this historical “forced” recession. Also, we lay the groundwork for how we are going to report on the recovery of the U.S. Economy throughout the rest of 2020.

  • 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!