Listen as retirement planning expert Matt Richman talks about practical ways you can give your grandkids a step up in life. This is a great episode that will help you give while you live.

Listen as retirement planning expert Matt Richman shares some ideas on the purpose of your money and whether you should give some to your kids now or later. This is an important topic that can have sa ignificant impact on your family and the taxes they have to pay.

Listen as retirement planning expert Matt Richman introduces you to "Aunt IRMAA" and how she can impact your retirement income. Aunt IRMAA is part of the government and stands for: Income Related Monthly Adjusted Amount. This is another way for the government to get more of your money. Listen to Matt and prepare yourself to un-invite Aunt IRMAA to your annual family picnic.

Listen as retirement planning expert Matt Richman explains why Uncle Sam is your silent partner in retirement. He's waiting to get "his share" of your money. There are ways to pay Uncle Sam less, but you need to do it the right way. Listen to Matt as he shares some proven ways to disinherit Uncle Sam so you can keep more of the money you've saved.

Your money should be in both of these places. Listen to Matt explain the priority level and process of having enough of your money in Safe Money areas and other money in the market. These are not opposing alternatives but can actually work together to help you live the best retirement ever.

The amount of money on your statement is not a plan for your retirement. Money alone is not a plan, and you don't know how long you will live. You need to optimize your money for the retirement you desire. Listen to this episode and you'll understand why money is not a retirement plan.

There are 3 Types of Money, and knowing which of these your money is in makes a lot of difference in your retirement plan. Some of your money could be taxable, some could be tax-deferred, and some could be tax-free. How much of your money is in each type dramatically impacts your retirement plan. Listen to this episode and you'll more fully understand the 3 Types of Money and what you can do to optimize the money you have to enjoy an Iron Clad Retirement.

Did you realize that up to 80% of your Social Security could be taxed? Listing to retirement planning expert, Matt Richman, as he shares how taxes can affect your social security, income, and retirement plan.

"Always be prepared" is a great phrase for retirement. In this episode, Matt shares how he has helped a client create a "Swiss Army Knife" with her retirement money. Now she is prepared for anything that comes her way and has the peace of mind to live life on purpose.

Your money should have a purpose. Is your money for living or dying? Do you want to use your money to enhance your life or give to the next generation? Regardless of your answer, Matt can show you how to structure your retirement so you can have the retirement you've been dreaming of. Listen to this episode and you'll be better equipped to know the Purpose of Your Money.