Money Matters with Mike

Market swings got you worried? On this episode of Money Matters with Mike, we’re diving into market volatility, why staying invested matters, and how to protect your nest egg from unexpected downturns. Mike and Matt share smart strategies to safeguard your income, manage risks, and plan for rising healthcare costs—because a confident retirement starts with a solid plan!

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.

Are you unknowingly sitting on a retirement tax bomb? In this episode of Money Matters with Mike, we break down how your retirement income is taxed—Social Security, IRAs, 401(k)s, pensions, and more. Learn how to create a tax-efficient retirement strategy and explore powerful tools like Roth conversions, QCDs, and tax-smart withdrawal sequencing. Tune in now to keep more of your hard-earned money!

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.

The market is always changing—are you prepared for what’s next? In this episode of Money Matters with Mike, host Mike Zaino and co-host Matt McClure dive into the realities of market volatility, the history of major downturns, and what they mean for your retirement. From the Great Depression to the COVID-19 crash, we explore the lessons history teaches us and how to protect your nest egg from uncertainty.

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.

How much risk should you take in retirement? What’s the best way to protect your savings? And how do taxes fit into the equation? Host Mike Zaino tackles these critical questions, helping you design a retirement plan that balances growth, safety, and tax efficiency.

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.

The IRS is now accepting tax returns for the 2024 tax year. As usual, the deadline to file is April 15th, but if you are thinking of procrastinating, think again! Matt McClure speaks with Mark Steber of Jackson Hewitt Tax Service about importance of filing soon, changes to tax law this year, and more things to consider.

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.

Many retirees face financial stress not because of bad luck, but because of bad decisions. Join us as we discuss the top missteps people make when planning for retirement and how you can steer clear of them to ensure a secure 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.

Don’t let Social Security be an afterthought in your retirement planning. We’ll guide you through key decisions, explain how benefits are calculated, and share tips to optimize your financial security.

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.

Think estate planning is only for the wealthy? Think again! This week, Mike explores why everyone entering retirement needs an estate plan to protect their assets, avoid unnecessary taxes, and make their wishes known. Learn how to navigate the process with professional tips and practical advice.

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.

College athletics has gone through seismic shifts in the past couple of years, to NIL money, Conference realignments, and expanded College Football Playoff. In 2025, the entire business model is set to change and incorporate Revenue-sharing, possible employee status and more. This month's vignette expands on this further. 

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.

Ready to take charge of your finances in 2025? In this episode, we cover key financial moves to set yourself up for success, from creating a realistic budget to investing for the future. Tune-in for actionable advice to achieve your money goals and start the year strong!

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.