Money Matters with Mike

Money Matters with Mike

By Mike ZainoBusinessNewsEducationInvestingBusiness News
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Money Matters with Mike episodes

  • Checklist for Confident Retirement: Income, Taxes, Healthcare & More

    On this episode of Money Matters with Mike, host Mike Zaino and co-host Matt McClure reveal a step-by-step checklist for a secure retirement. From income planning and Social Security strategies to healthcare coverage and tax-saving tips, they cover everything you need to know to retire with confidence — even during chaotic times.

    Get peace of mind for your future at MoneyMattersWithMike.com

     

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    Whether you’re five years from retirement or already living it, this episode gives you practical, real-world advice to protect your nest egg and retire with confidence.

    Tap play now and start taking control of your financial future.

    Listen to Previous Episodes: https://moneymatterswithmike.com/episodes/

    Connect with Mike: https://moneymatterswithmike.com/contact/ | (704) 560-1573

    Subscribe to our YouTube Page: https://www.youtube.com/@MoneyMattersWithMike

    About the show:
    On the show, you will learn key strategies to help protect and grow your wealth and provide for lifetime guaranteed income. Mike is committed to helping retirees hold onto more of their hard-earned wealth and is a big advocate of helping his clients reduce the total taxes they’ll be required to pay during their retirement.

    30 min
  • Tariff Tantrum: How to Stay Calm and Protect Your Nest Egg

    Tariffs. Inflation. Market volatility. Retirees and pre-retirees are feeling the pressure—but there’s a smarter way to respond. On this episode of Money Matters with Mike, host Mike Zaino and co-host Matt McClure break down what’s happening in the markets and how retirees should react. Learn why diversification matters now more than ever, how to shift from accumulation to income, and what strategies can help preserve your savings—even in uncertain times.

    Get peace of mind for your future at MoneyMattersWithMike.com

     

    --

    Whether you’re five years from retirement or already living it, this episode gives you practical, real-world advice to protect your nest egg and retire with confidence.

    Tap play now and start taking control of your financial future.

    Listen to Previous Episodes: https://moneymatterswithmike.com/episodes/

    Connect with Mike: https://moneymatterswithmike.com/contact/ | (704) 560-1573

    Subscribe to our YouTube Page: https://www.youtube.com/@MoneyMattersWithMike

    About the show:
    On the show, you will learn key strategies to help protect and grow your wealth and provide for lifetime guaranteed income. Mike is committed to helping retirees hold onto more of their hard-earned wealth and is a big advocate of helping his clients reduce the total taxes they’ll be required to pay during their retirement.

    30 min
  • Taxes, Turbulence & Retirement Truths: How to Protect Your Future

    Retirement can feel like a minefield—especially when taxes, market swings, and health costs come into play. Mike Zaino shares proactive strategies to help you avoid the four biggest threats to your retirement plan.

    Topics covered:

    • How to protect your savings from market downturns
    • What rising taxes and IRMAs mean for your nest egg
    • The surprising power of life insurance in retirement planning
    • Why Social Security’s cost-of-living adjustment may not be enough
    • How to build a retirement income you can’t outlive

      • Get peace of mind for your future at MoneyMattersWithMike.com

       

      --

      Whether you’re five years from retirement or already living it, this episode gives you practical, real-world advice to protect your nest egg and retire with confidence.

      Tap play now and start taking control of your financial future.

      Listen to Previous Episodes: https://moneymatterswithmike.com/episodes/

      Connect with Mike: https://moneymatterswithmike.com/contact/ | (704) 560-1573

      Subscribe to our YouTube Page: https://www.youtube.com/@MoneyMattersWithMike

      About the show:
      On the show, you will learn key strategies to help protect and grow your wealth and provide for lifetime guaranteed income. Mike is committed to helping retirees hold onto more of their hard-earned wealth and is a big advocate of helping his clients reduce the total taxes they’ll be required to pay during their retirement.

      30 min
    • Bonus: Tick Tock—Beat the Tax Deadline Before It Bites

      Procrastinated on your taxes? You’re not alone—but time’s almost up. Matt McClure shares urgent insights from Jackson Hewitt’s Mark Steber on what you must do before April 15 to avoid major penalties. From filing extensions to natural disaster relief, don’t miss this last-minute tax survival guide.

       

      --

      Whether you’re five years from retirement or already living it, this episode gives you practical, real-world advice to protect your nest egg and retire with confidence.

      Tap play now and start taking control of your financial future.

      Listen to Previous Episodes: https://moneymatterswithmike.com/episodes/

      Connect with Mike: https://moneymatterswithmike.com/contact/ | (704) 560-1573

      Subscribe to our YouTube Page: https://www.youtube.com/@MoneyMattersWithMike

      About the show:
      On the show, you will learn key strategies to help protect and grow your wealth and provide for lifetime guaranteed income. Mike is committed to helping retirees hold onto more of their hard-earned wealth and is a big advocate of helping his clients reduce the total taxes they’ll be required to pay during their retirement.

      3 min
    • Bonus Interview: Spring Clean Your Finances for America Saves Week

      It’s America Saves Week—a perfect time to recommit to those financial resolutions you made in January. In this special podcast extra, Matt McClure speaks with Robin Growley, Head of Consumer Deposits at Bank of America, about smart, simple ways to build your savings. From automating deposits to using the 50/30/20 rule, learn how to set yourself up for financial success—without feeling overwhelmed.

      Why saving doesn’t have to be hard

      The psychology of naming your savings goals

      How to balance debt repayment with growing your savings

      Easy tools to help you “set it and forget it”

      For more tools and tips, visit americasaves.org.

       

      --

      Whether you’re five years from retirement or already living it, this episode gives you practical, real-world advice to protect your nest egg and retire with confidence.

      Tap play now and start taking control of your financial future.

      Listen to Previous Episodes: https://moneymatterswithmike.com/episodes/

      Connect with Mike: https://moneymatterswithmike.com/contact/ | (704) 560-1573

      Subscribe to our YouTube Page: https://www.youtube.com/@MoneyMattersWithMike

      About the show:
      On the show, you will learn key strategies to help protect and grow your wealth and provide for lifetime guaranteed income. Mike is committed to helping retirees hold onto more of their hard-earned wealth and is a big advocate of helping his clients reduce the total taxes they’ll be required to pay during their retirement.

      6 min
    • Retirement Risks, Recovery, and Reality Checks

      Worried about market crashes, inflation, or running out of money in retirement? You’re not alone—and this episode is packed with the smart strategies you need to take back control.

      Mike Zaino and co-host Matt McClure break down how to rebuild after a downturn, step by step. You’ll learn:

      • ✅ How to perform a “SMART Inspection” of your financial plan
      • Ways to uncover hidden fees and income gaps
      • Why you need a backup plan for Social Security
      • What retirees fear more than death—and how to fix it

        • Whether you’re five years from retirement or already living it, this episode gives you practical, real-world advice to protect your nest egg and retire with confidence.

        Tap play now and start taking control of your financial future.

        Listen to Previous Episodes: https://moneymatterswithmike.com/episodes/

        Connect with Mike: https://moneymatterswithmike.com/contact/ | (704) 560-1573

        Subscribe to our YouTube Page: https://www.youtube.com/@MoneyMattersWithMike

        About the show:
        On the show, you will learn key strategies to help protect and grow your wealth and provide for lifetime guaranteed income. Mike is committed to helping retirees hold onto more of their hard-earned wealth and is a big advocate of helping his clients reduce the total taxes they’ll be required to pay during their retirement.

        30 min
      • Peace of Mind Through Preparation: Organize Your Retirement Plan Today

        Is your financial house in order? In this episode of Money Matters with Mike, host Mike Zaino shares practical steps to get organized, reduce financial stress, and prepare for a more confident retirement.

        You’ll learn:

        • How to “spring clean” your finances
        • The importance of revisiting your financial goals
        • Tips to clean out your financial junk drawer
        • How to make the most of retirement contributions
        • Why updating beneficiaries and estate plans matters
        • Key risks retirees face—and how to plan around them
        • The power of a professional portfolio review 

          • Start now to create a future you can enjoy—without second-guessing your finances.

            Learn more or schedule a free consultation at MoneyMattersWithMike.com

           

          Listen to Previous Episodes: https://moneymatterswithmike.com/episodes/

          Connect with Mike: https://moneymatterswithmike.com/contact/ | (704) 560-1573

          Subscribe to our YouTube Page: https://www.youtube.com/@MoneyMattersWithMike

          About the show:
          On the show, you will learn key strategies to help protect and grow your wealth and provide for lifetime guaranteed income. Mike is committed to helping retirees hold onto more of their hard-earned wealth and is a big advocate of helping his clients reduce the total taxes they’ll be required to pay during their retirement.

          30 min
        • The Money Talk: How to Protect Your Family—and Your Dignity—in Retirement

          In this powerful episode of Money Matters with Mike, we tackle a topic that too many families avoid—the money talk. Whether you're planning for retirement, already living it, or supporting aging parents, open and honest financial conversations are key to protecting your future and your dignity.

          Mike and Matt cover:

          • Why now is the right time to talk money
          • How to make your wishes known and protect your legacy
          • What your family needs to know about your retirement goals
          • The three phases of retirement—and how to plan for each
          • How to approach long-term care and healthcare costs the smart way

            • Don't wait for a crisis to start the conversation. Tune in and learn how to have the talk that can change everything.

             

            Listen to Previous Episodes: https://moneymatterswithmike.com/episodes/

            Connect with Mike: https://moneymatterswithmike.com/contact/ | (704) 560-1573

            Subscribe to our YouTube Page: https://www.youtube.com/@MoneyMattersWithMike

            About the show:
            On the show, you will learn key strategies to help protect and grow your wealth and provide for lifetime guaranteed income. Mike is committed to helping retirees hold onto more of their hard-earned wealth and is a big advocate of helping his clients reduce the total taxes they’ll be required to pay during their retirement.

             

            30 min
          • Home Sweet Home? Deciding Whether to Downsize, Relocate, or Age in Place

            Is your current home the best fit for your retirement? In this episode of Money Matters with Mike, we explore the pros and cons of downsizing, relocating, or staying put as you age. From emotional ties and social connections to home maintenance costs and financial implications, Mike Zaino helps you weigh your options and make the best decision for your future. Plus, insights on the best retirement-friendly states and the true cost of homeownership in retirement.

             

            Listen to Previous Episodes: https://moneymatterswithmike.com/episodes/

            Connect with Mike: https://moneymatterswithmike.com/contact/ | (704) 560-1573

            Subscribe to our YouTube Page: https://www.youtube.com/@MoneyMattersWithMike

            About the show:
            On the show, you will learn key strategies to help protect and grow your wealth and provide for lifetime guaranteed income. Mike is committed to helping retirees hold onto more of their hard-earned wealth and is a big advocate of helping his clients reduce the total taxes they’ll be required to pay during their retirement.

            30 min
          • Your Paycheck is Gone—Now What? Avoiding Retirement Surprises

            Retirement isn’t just about saving—it’s about protecting what you’ve built. This episode explores the key risks retirees face, from losing their steady paycheck to hidden investment fees that can quietly drain their accounts. Mike Zaino explains how to build a resilient retirement plan, maximize Social Security, and create income streams that last a lifetime.

             

            Listen to Previous Episodes: https://moneymatterswithmike.com/episodes/

            Connect with Mike: https://moneymatterswithmike.com/contact/ | (704) 560-1573

            Subscribe to our YouTube Page: https://www.youtube.com/@MoneyMattersWithMike

            About the show:
            On the show, you will learn key strategies to help protect and grow your wealth and provide for lifetime guaranteed income. Mike is committed to helping retirees hold onto more of their hard-earned wealth and is a big advocate of helping his clients reduce the total taxes they’ll be required to pay during their retirement.

            30 min

          About Money Matters with Mike

          From the publisher's feed

          Each week, Mike Zaino takes to the airwaves to educate more Americans on ways to a secure retirement and to reach financial freedom.