Tyler Johnson joins us on this week's episode. Tyler is a Real Estate Consultant over at Berkshire Hathaway HomeServices. In this role, he guides his clients in the home buying, or selling process to make sure it's as seamless as possible. We talk to Tyler today about some of his experiences with the current real estate market and the importance of choosing the right realtor.

Show Notes:

Tyler Johnson's Email: [email protected]

Tyler Johnson's Phone Number: 785-383-8792

Get Access To The IFL Manual Vault - https://www.incomeforlife.org/get-your-roadmap-for-retirement/

888-228-8814

incomeforlife.org

foldsofhonor.org

We invite Scott Souther on to today's podcast. Scott works for CEK Insurance and has an extensive background in retirement planning, insurance, and Medicaid planning. When coming up with a show idea we were inspired by Proverbs 16:18, which says “Pride goes before destruction, a haughty spirit before a fall.” Matt and Scott will talk about some of the ways that pride might manifest itself in your financial planning in the form of overconfidence.

Show Notes:

Sequence Of Returns PDF: https://bit.ly/3uHJRmG

Scott Souther's Email: [email protected]

Scott Souther's Office Phone Number: 785-843-2772

Scott Souther's Cell Phone Number: 785-250-8102

Get Access To The IFL Manual Vault - https://www.incomeforlife.org/get-your-roadmap-for-retirement/

888-228-8814

incomeforlife.org

foldsofhonor.org

Medicare is one of the most misunderstood retirement planning pieces. That's why we bring in a Medicare expert on today's show to clear up some confusion. Bob Evenson sits down with Matt to discuss how Medicare works, the different parts to this program, and answer an IFL mailbag question related to this topic.

Show Notes:

Bob Evenson's Website: https://www.evensoninsurance.com/

Bob Evenson's Phone Number: 1-800-841-0560

Get Access To The IFL Manual Vault - https://www.incomeforlife.org/get-your-roadmap-for-retirement/

888-228-8814

incomeforlife.org

foldsofhonor.org

If you’ve ever ridden the subway in London, you’ve probably seen the “Mind the Gap” signs warning you to be aware of the gap between the train door and the station platform. Let’s talk today about minding the gaps in retirement planning. We will also discuss what an out of tune retirement plan looks like and answer a great IFL mailbag question that came in.

Show Notes:

Get Your Guaranteed Annuity - https://apply.nfg.com/simpleannuity/index.html?a=SU5DTDE=

Get Access To The IFL Manual Vault - https://www.incomeforlife.org/get-your-roadmap-for-retirement/

888-228-8814

incomeforlife.org

foldsofhonor.org

Many people ask what strategy they should utilize when putting money in their nest egg to work. Should they put in a lump sum, or take the longer term approach of dollar cost averaging? We will discuss the key factors in determining which strategy might be right for your retirement plan.

Show Notes:

Get Your Guaranteed Annuity - https://apply.nfg.com/simpleannuity/index.html?a=SU5DTDE=

Get Access To The IFL Manual Vault - https://www.incomeforlife.org/get-your-roadmap-for-retirement/

888-228-8814

incomeforlife.org

foldsofhonor.org

The S&P has now doubled since it bottomed out in March of 2020. We discuss some factors that went into such a quick recovery and what this means for the future.

Show Notes:

Get Your Guaranteed Annuity - https://apply.nfg.com/simpleannuity/index.html?a=SU5DTDE=

Get Access To The IFL Manual Vault - https://www.incomeforlife.org/get-your-roadmap-for-retirement/

888-228-8814

incomeforlife.org

foldsofhonor.org

We discuss how a customized retirement plan is king. We also discuss the 4 important retirement statistics worth understanding.

Show Notes:

Get Your Guaranteed Annuity - https://apply.nfg.com/simpleannuity/index.html?a=SU5DTDE=

Get Access To The IFL Manual Vault - https://www.incomeforlife.org/get-your-roadmap-for-retirement/

888-228-8814

incomeforlife.org

foldsofhonor.org

Fidelity conducts an annual study where they analyze retirement and financial expectations among couples who are either married, or in a long term relationship. Matt and Nick will take a look at this study today and discuss some of the findings, trends, and why you can never go wrong with communication.

Show Notes:

Fidelity PDF - https://bit.ly/3BQ65WK

Get Your Guaranteed Annuity - https://apply.nfg.com/simpleannuity/index.html?a=SU5DTDE=

Get Access To The IFL Manual Vault - https://www.incomeforlife.org/get-your-roadmap-for-retirement/

888-228-8814

incomeforlife.org

foldsofhonor.org

To write the Chinese word for “crisis,” you combine elements of two different Chinese characters. One character means “danger” while the other one means “opportunity.” Translated into English, it means “opportunity riding on a dangerous wind.” Let’s discuss how some of these crises might actually be opportunities, depending on your situation and perspective. We will also discuss some of the financial world's dirty secrets and take an IFL mailbag question.

Show Notes:

Get Your Guaranteed Annuity - https://apply.nfg.com/simpleannuity/index.html?a=SU5DTDE=

Get Access To The IFL Manual Vault - https://www.incomeforlife.org/get-your-roadmap-for-retirement/

888-228-8814

incomeforlife.org

foldsofhonor.org

We discuss compounding, deferred interest - which is what we offer to clients. Ex-MLB baseball superstar Bobby Bonilla agreed to a deferred contract of 1.9 million dollar per year for 25 years - with a 5.9 million dollar original investment. That's a 30 million dollar payout from a 6 million dollar investment.

Show Notes:

Bobby Bonilla Article - https://bit.ly/3hcsepW

Get Your Guaranteed Annuity - https://apply.nfg.com/simpleannuity/index.html?a=SU5DTDE=

Get Access To The IFL Manual Vault - https://www.incomeforlife.org/get-your-roadmap-for-retirement/

888-228-8814

incomeforlife.org

foldsofhonor.org