Episodes
Helping You Make Smart Adjustments to Your Retirement Plans

Get Smart About Retirement: The Basics of a Smart Plan

On this week’s show, there’s plenty of “meat on the bone” and practical retirement planning tips. Mike breaks it down the basics with Smart Vision, Smart Inspection and Smart Planning. Plus, we discuss “egg-celerating” prices at the grocery store – and take a look at...

Helping You Make Smart Adjustments to Your Retirement Plans

How to Start 2023 on the Right Foot

On this week’s show, Mike talks about starting 2023 on the right financial footing. We begin with a review of 2022 and discuss ways you can plan for the future in case we experience another significantly down year. Weathering financial storms isn’t as difficult as it...

Helping You Make Smart Adjustments to Your Retirement Plans

Start 2023 With a Free Financial Checkup

Mike discusses the importance of starting 2023 with a financial checkup. If you visit the doctor for physicals each year, even if nothing is apparently wrong – why not seek the advice of a financial professional to ensure you are on the right path? This week, Mike...

Helping You Make Smart Adjustments to Your Retirement Plans

Your Retirement Checklist for 2023

Mike looks ahead to 2023 with some important end-of-year reminders. Plus, he shares a helpful checklist for you to use as we head into the new year. We also take a look at how inflation is affecting the economy this holiday season. This week, Mike discusses the...

Helping You Make Smart Adjustments to Your Retirement Plans

Has Your 401k Disappointed in 2022?

On this week’s Money Matters with Mike, we discuss the importance of checking-in on your 401(k). Did you think your retirement funds couldn’t be moved around without penalty? Think again! Mike explains how it’s done. We also list some questions you should be asking...

Helping You Make Smart Adjustments to Your Retirement Plans

Get Back to the Basics for a Winning Retirement Plan

On this week’s show, Mike talks about the importance of getting back to the basics when it comes to planning your financial future. He also discusses the craziness in the cryptocurrency market and whether or not it’s a safe investment for retirees. This week, Mike...