Smart Retirement

In this Episode, Matt dives into the different types of annuities available today and gives his opinion on what may be right for retirees. (If you would like to get right into content please skip to after the first commercial break [14:10].)

An episode that discusses the advantages of a Reverse Mortgage in retirement.

This episode talks about Required Minimum Distributions with ideas of how to reduce your RMD and create a tax free retirement through a Roth Conversion of your qualified accounts.

An episode for Mike and Matt to tell listeners more about themselves.

This episode will help you understand the complexity of social security while giving ideas and options on how to take advantage of the benefit.

This episode helps explain different types of fees in retirement.