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!

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!

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.

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…

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…

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.

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.