Episode Archive

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

  • Episode 44: The Value of Preventing Health Care Costs in Retirement - Part 1

    March 2nd, 2021  |  Season 3  |  47 mins 24 secs
    finance, finances, money, mortgage, personal, retire, retirement, reverse, smart, smartretirement

    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 health care and medicine, as it pertains to those in their mid-life, or approaching retirement age. Also, the 3 of them discuss the philosophy of focus on one’s physical and mental health, in an effort to help listeners refocus on the way they approach their own personal health care. Ultimately, this episode is to promote the true long term value in being healthy so that you can “reap what you have sown” in retirement and enjoy longevity. The second part of this Series will be more financially focused, as the guys discuss the many resources and tools that Matt advises his clients to utilize when paying for Health Care, so please tune-in to that as well.

  • Episode 43: A Quick Check in After President’s Day

    February 17th, 2021  |  Season 3  |  22 mins 24 secs
    finance, finances, money, mortgage, personal, retire, retirement, reverse, smart, smartretirement

    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, and how that has an effect on the mortgage rate markets. While Matt spends a few minutes on setting us up for our March 2-part series that will help listeners prepare for various ways to protect themselves from Health Care risks and expenses in Retirement.

  • Episode 42: "What Does a Biden Victory Mean for my Retirement?"

    February 2nd, 2021  |  Season 3  |  39 mins 28 secs
    finance, finances, money, mortgage, personal, retire, retirement, reverse, smart, smartretirement

    In this episode Mike and Matt touch discuss a “White Paper” that Matt Hollander sent out to his clients titled “What does a Biden Victory Mean for Me?” The guys touch on the fact that Political Parties don’t have a direct correlation to the Securities market but the changing of Parties has historically shown volatility in the Markets. Furthermore, the guys touch on some other interesting insights on what Tax proposals are at the top-of-Biden’s list for America, and how to prepare for what the Biden Administration’s focus is over the next 4 years. Additionally, if you’d like to receive this article, please email us at [info@smartretirementcast.com](info@smartretirementcast.com) or give us a call at (866) 53-RETIRE.

    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.

  • Episode 41: Qualifying for a Mortgage with Little to No Income

    January 19th, 2021  |  Season 3  |  34 mins 18 secs
    finance, finances, money, mortgage, personal, retire, retirement, reverse, smart, smartretirement

    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. Also, Mike spends a good portion of the Show focusing on the SMART ways to provide Lenders with proof that you can repay a Conventional mortgage without showing much, if any, income. Mike elaborates on the 3 different ways he helps Retirees that have limited traditional income still qualify for a mortgage whether the loan is for the purpose of a refinance or a purchase of Real Estate. The tips that he provides can help you finance a Primary residence, 2nd Home or even an Investment property so this may be just what you’re looking for to help you finance your next deal.

  • Episode 40: Things to expect from the Real Estate Market in 2021

    January 5th, 2021  |  Season 3  |  38 mins 38 secs
    finance, finances, money, mortgage, personal, retire, retirement, reverse, smart, smartretirement

    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 Estate in 2021. Matt provides some good insight on his local Market in Phoenix/Scottsdale, AZ region and why Zillow thinks there could very will be double-digit price increases in 2021.