What might 2025 bring to your retirement plan? 01/12/25

What might 2025 bring to your retirement plan? Matt and Rebecca look at changes this year that could affect your retirement. They also dive into IRMAA and Health Saving Accounts.You can hear the show on KTAR 92.3 on Saturdays at 1 p.m., Sundays at 3 p.m., and Saturdays at 2 p.m. on 550 KFYI.

January 5th, 2025

December 29th, 2024

Can you protect your retirement plan from market volatility? 12/22/24

Can you protect your retirement plan from market volatility? Matt and Rebecca also discuss The pros and cons of annuities.You can hear the show on KTAR 92.3 on Saturdays at 1 p.m., Sundays at 3 p.m., and Saturdays at 2 p.m. on 550 KFYI.

December 15th, 2024

December 08, 2024

December 01, 2024

What new trends should we be watching for in our retirement planning? 11/24/24

What new trends should we be watching for in our retirement planning? Matt and Rebecca also discuss inheriting an IRA and Life insurance vs. annuities.You can hear the show on KTAR 92.3 on Saturdays at 1 p.m., Sundays at 3 p.m., and Saturdays at 2 p.m. on 550 KFYI.

The election is over, so what does that mean for your retirement plan? 11/17/24

The election is over, so what does that mean for your retirement plan? Matt and Rebecca also discussed how to protect your nest egg from market dips and if you are in a lousy 401K.You can hear the show on KTAR 92.3 on Saturdays at 1 p.m., Sundays at 3 p.m., and Saturdays at 2 p.m. on 550 KFYI.

Are you making one of these mistakes in your retirement planning? 11/10/24

Are you making one of these mistakes in your retirement planning? Matt and Rebecca also discuss reducing your taxable income and boosting income through an annuityYou can hear the show on KTAR 92.3 on Saturdays at 1 p.m., Sundays at 3 p.m., and Saturdays at 2 p.m. on 550 KFYI.

How will the election results affect your plan? 11/03/24

How will the election results affect your plan? Matt and Rebecca also discuss investing during a so-so economy and mistakes to avoid in your retirement planning. You can hear the show on KTAR 92.3 on Saturdays at 1 p.m., Sundays at 3 p.m., and Saturdays at 2 p.m. on 550 KFYI.

What might Social Security mean for your retirement plan - 10/27/24

What might Social Security mean for your retirement plan? Matt and Rebecca also discuss when you should consider rolling over your 401k and where the 2024 election could affect your retirement plan. You can hear the show on KTAR 92.3 on Saturdays at 1 p.m., Sundays at 3 p.m., and Saturdays at 2 p.m. on 550 KFYI.

Why tax strategies are in important in your retirement plan - 10/20/24

Will the likely tax changes in 2026 affect your retirement? Matt and Rebecca also discuss the importance of being flexible with your retirement plan, and if delaying your retirement could be right for you.You can hear the show on KTAR 92.3 on Saturdays at 1 p.m., Sundays at 3 p.m., and Saturdays at 2 p.m. on 550 KFYI.

October 13th, 2024

October 6th, 2024

September 29th 2024

September 21st, 2024

September 14th, 2024

September 8th, 2024

September 1st, 2024

August 25th, 2024

August 18th, 2024

August 11th, 2024

August 4th, 2024

July 28th, 2024

July 21st, 2024

July 14th, 2024

Is an IRA and IOU to the IRS?  Matt and Rebecca also talk about moves to make before interest rates drop, how some people never want to retire and why it is important to do a summer checkup on your retirement plan every year.Hear the show Saturdays at 2p on 550 KFYI and Sundays on KTAR 92.3 at 3p!

July 7th, 2024

June 30th, 2024

June 23rd, 2024

June 16th, 2024

June 9th, 2024

June 2nd, 2024

May 26th, 2024

May 19th, 2024

April 21st, 2024

April 14th, 2024

April 7th, 2024

March 31st, 2024

March 24, 2024

March 17th, 2024

March 10th, 2024

March 3rd, 2024

February 25th, 2024

February 18th, 2024

February 11th, 2024

February 4th, 2024

January 28th, 2024

January 21st, 2024

January 14th, 2024

January 7th, 2024 - Happy New Year!

December 31st, 2023

December 17th, 2023

December 10th, 2023

December 3rd, 2023

November 26th, 2023

November 19th, 2023

November 12th, 2023

November 5th, 2023

October 29th, 2023

October 22nd, 2023

October 15th, 2023

October 8th, 2023

October 1st, 2023

September 24th, 2023

September 17th, 2023

What is forced early retirement and how to best deal with it, and Matt is excited to finally share a new retirement product that acts as a safe retirement savings vehicle and can also be used for growing lifetime payments.

September 10th, 2023

How can we plan for retirement if we don’t know how long it will last? Matt and Rebecca also talk about how can taking Social Security early impacts the total amount of benefits you receive over your lifetime…Sundays on KKNT 960 The Patriot at 8a, 550 KFYI at 9a and KTAR 92.3 at 3p!

September 3rd, 2023

August 27th, 2023

August 20th, 2023

August 13, 2023

Why is it important to ask and make sure you are working with a fiduciary? Matt and Rebecca discuss that and also the differences between what is talked about on TV all the time and the actual concerns Matt hears about from his clients…Sundays on KKNT 960 The Patriot at 8a, 550 KFYI at 9a and KTAR 92.3 at 3p!

August 6th, 2023

Will an increase in retirement age affect your retirement plan? Matt and Rebecca touch on netter options than a 401(k) for retirement savings and what actually can be considered an income source in retirement.Sundays on KKNT 960 The Patriot at 8a, 550 KFYI at 9a and KTAR 92.3 at 3p!

July 30th, 2023

Matt talks about some of the biggest retirement regrets he’s heard and shares how he can help. The show also touches on what financial independence is and why it is important in retirement and provides a blueprint on how to get there.This episode wraps up with an update on the latest recession projections.

July 23rd, 2023

Why is it important to ask and make sure you are working with a fiduciary? Matt and Rebecca also take a deep dive into one of the chapters in his book (that he offers free to listeners!) and also touch on the differences between what is talked about on TV all the time…

July 16th, 2023

Rebecca and Matt address some of the pros and cons to rolling over your retirement plan when you retire and look at when is a good time to implement the bucket strategy in retirement (and what that is).Finally - they touch on some questions we should be asking ourselves before deciding what age to take Social Security…

July 9th, 2023

Matt and Rebecca talk about how to combat the biggest retirement “enemies,” why annuities are experiencing an unprecedented surge in popularity…and the relationship between inflation and a possible recession.

July 2nd, 2023

Should you rely on Social Security as the only source of income during retirement? There are many people who look at retirement as a “finish line” and feel like it’s a time they can put things on cruise control…is that a wise approach? Matt and Rebecca also talk about the benefits of owning annuities within an IRA.

June 25, 2023

What does the interest rate pause mean to us? What is forced early retirement and how to best deal with it, and Matt is excited to finally share a new retirement product that acts as a safe retirement savings vehicle and can also be used for growing lifetime payments.

June 18th, 2023

Are we really in an historic bull market on the heels of rampant recession and bear market fears? What does it mean to “insure” your retirement and why is it important? Finally, why is sequence of withdrawals so important when building a retirement income plan?

June 11th, 2023

How to avoid overestimating how much they will actually receive in retirement. Why more retirement plans are offering annuities - including some employee plans. Is the 4% rule outdated? Rebecca also asks Matt what KISS means in the introduction of his book “Retirement Solutions For Your Life” that he offers for free to everyone who books a complimentary consultation.

June 4th, 2023

Is the 4% rule outdated? Rebecca also asks Matt for recommendations for those seeking alternative guaranteed income strategies amid recession fears as well as how a pause in interest rate hikes would impact people. This week's show concludes with a discussion about some universal rules that can apply to everyone when planning for retirement.

May 28th, 2023

Matt and Rebecca start off the show with an update on what it means that the Federal Reserve keeps hinting at pumping the brakes on interst rates and how people look at the stock market as an investment option in these volatile times. Later in the show, the topic of younger generations actually being more prepared for retirmeent comes up as well as the difference between risk tolerance and risk capacity.

May 21st, 2023

Every week Matt offers free copies of his book “Retirement Solutions For Your Life” to listeners, and today he and Rebecca take a dive into the second chapter, titled; “Step Up And Lock In Your Gains.” There’s also a segment on annuity basics as well as how to win at retirement savings!Listen Sundays on KKNT 960 The Patriot at 8a, 550 KFYI at 9a and KTAR 92.3 at 3p.

May 14th, 2023

Matt and Rebecca talk about the unforgettable event in Scottsdale where bestselling author Tom Hegna was so generous with his time speaking to listeners at a free seminar.After that, the show gets into what impact a recession could have on your retirement plans as well as what the first steps of building a retirement plan should be as well as when a good time to change your retirement approach is (if at all).Listen Sundays on KKNT 960 The Patriot at 8a, 550 KFYI at 9a and KTAR 92.3 at 3p!

May 7th, 2023

The Federal Reserve said they expect a recession this year - what does that mean for us? Matt and Rebecca also talk about the future of “AI” in retirement planning as well as the exciting event coming up in Scottsdale featuring bestselling author Tom Hegna!Listen Sundays on KKNT 960 The Patriot at 8a, 550 KFYI at 9a and KTAR 92.3 at 3p!

April 30th, 2023

April 23rd, 2023

April 16th, 2023

Tax season is a time all of us have a keen eye on our finances…but what are some ways to keep an eye on things the rest of the year? What does it mean that the Treasury’s annual report said Social Security trust funds will begin to run out of money by 2034…and how lifestyle choices make a big impact on retirement.

April 9th, 2023

Podcast: How to stay calm during something like the Silicon Valley Bank collapse - an event that was a surprise to even the most experienced financial experts. How technology can help you build a retirement house and why you don’t have to put all your eggs in a 401k, IRA or annuity “basket,” but rather balance through diversification.

April 2nd, 2023

The Fed just raised rates for the ninth time in the past year…is there any end in sight to the rising interest rates? Matt and Rebecca talk about that as well as why some retirees and investors weren’t worried at all during the SVB bank run and how working after retirement impacts Social Security benefits.

March 26th, 2023

Matt and Rebecca talk about the impact rising interest rates could have on your retirement plans, the Federal Reserve warning about the possibility of a recession, what “longevity literacy” means and why it’s so important.

March 19th, 2023

Matt and Rebecca talk about what to make of the massive news that Silicon Valley Bank failed and how that impacts retirees. This week’s show also touches on the possibility of taking Social Security early and what annuities actually pay.Hear us every Sunday on KKNT 960 The Patriot at 8a and KTAR 92.3 at 3p!

March 12th, 2023

Why is it important to ask and make sure you are working with a fiduciary? Matt and Rebecca discuss that and also the differences between what is talked about on TV all the time and the actual concerns Matt hears about from his clients…Hear us every Sunday on KKNT 960 The Patriot at 8a and KTAR 92.3 at 3p!

March 5, 2023

Matt and Rebecca talk about how to combat the biggest retirement “enemies,” why annuities are experiencing an unprecedented surge in popularity…and Matt puts on his tweed jacket, plays professor and shares his retirement “syllabus!”

February 26, 2023

What can we learn from Tom Brady’s second retirement - and how he’s working as a broadcaster now following his football career? What are some of the questions people should be asking themselves about retirement finances? Rebecca and Matt also discuss how buying an annuity has become easier over the years.

February 19, 2023

How to sort through the “alphabet soup” of IRAs, 401ks and other retirement accounts, what questions advisers should definitely be asking retirees (and is it a red flag if they’re not asking those) and a deep dive into a helpful case study are all part of this great episode.

February 12, 2023

How mortgage rates impact everyone when it comes to retirement planning, why betting on sports might be fun - but gambling with your retirement sure isn’t and why it’s important to focus on generating an income stream in your golden years.

February 5, 2023

Matt and Rebecca discuss how to avoid how much you’ll receive in retirement, what some of the other big challenges in retirement are and some of the biggest “dos and don’ts” in an uncertain market fraught with volatility.

January 29, 2023

What impact will a recession have on your retirement plans? Matt and Rebecca talk about that as well as some smart moves to make in the early part of this (and any) calendar year.

January 22, 2023

Get your plan back on track after a rough 2022, how the SECURE 2.0 Act impacts retirees, what’s fact and what is fiction when it comes to annuities, how much you’ll need to retire are all topics for Matt and Rebecca this week.

January 15, 2023

Matt and Rebecca talk about Financial New Year's Resolutions, what probate is and why you want to avoid it (and how Matt can help!), if the "4% rule" is making a comeback and a recession in 2023 on the show this week.

January 8, 2023

January 1, 2023 - Happy New Year!

December 25th, 2022

December 18, 2022

December 11th, 2022

December 4th, 2022

November 27th, 2022

November 20th, 2022

November 13th, 2022

November 6, 2022

October 30th, 2022