Even if you already have a retirement plan in place, it’s important to have it reviewed and checked for necessary adjustments on an annual basis. Call or visit our website to schedule your free, no-obligation consultation, and find out how much you could save today....

Do you need a “Smart Review” of your retirement plans? Chances are the answer is yes. Mike will walk you through what that means. Plus, we discuss some basic rules to follow that will make your retirement years much more enjoyable. Finally, how much are tickets to the...

New legislation passed late last year called the SECURE Act 2.0 – but how will it impact your retirement? Mike will break down details. Then, the Smart Retirement Plan series continues with a look at Smart Health, Smart Care and Smart Risk. Visit Here to Schedule a...

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...

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...

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...

On this week’s show, Mike has some important financial reminders as we head into 2023. Plus, he talks about an essential component of your financial planning after a rocky 2022. He also explains what to do with your “stray 401(k)” and shares a list of the most...

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...

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...

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...