The Heart Of Your Money

Joe and Michael speak about the effects of long-term inflation and what that can mean for someone who is going to be entering retirement soon.
Also, featuring special guest Matthew Prizzi - He is an expert in the mortgage industry & real estate space and speaks about different topics we think our listeners will take massive value from.

Joe and Michael speak about a list of things that they believe are the best ways to prepare for retirement... Including the best time to take social security and paying the least amount in taxes when you enter retirement.

Joe and Michael speak about what is smarter between getting out of debt first or would saving for their future be a better choice.

Joe and Michael speak about their 3 don'ts and go into detail on that matter, later in the episode, they speak about the best ways to protect your money in retirement and how to make sure you can lower your taxes in retirement as well

Joe and Michael bring in the new year speaking about the best tips for our listeners to start your new year off right and make sure your money is in the right places and you're making the right choices.

End of Year Do's and Don't.

Michael and Joe go over Tips you should know before year end!

Joe and Michael speak about how to make sure the end of your financial year is set up correctly. They speak about when to take your RMD and correct the process around that.

Joe and Michael go over several things on their Do's and Don'ts list to make sure people take advantage of certain things or stay away from others.

Michael and Joe speak about an SDIC (Specially Designed Insurance Contract" and how they use that to help people get out of debt and allow them to have tax free income come to them later on

Michael and Joe have a conversation to help you understand as you all get closer to a well-deserved reward of your retirement years, it is critical to be aware
of pitfalls that could wreck your financial security and your peace of mind.