Episode 56: Where we finish, in racing or in retirement, is important...

September 22nd, 2021  |  Season 3  |  37 mins 58 secs

finance, finances, money, mortgage, personal, retire, retirement, reverse, smart, smartretirement

f you have a choice, where do you want to retire? How much of where you retire will depend on how much you will have to retire on.
The cost of living will be a major factor in figuring out how much you will need to retire with. Cost of living can vary dramatically from city to city, state to state and even country to country.

The decision on where to retire takes into consideration many things like how close you are to family, the weather, your health and how much you want to spend. Should you settle by the beach or in the mountains? Do you prefer golf or cross-country skiing? Those are deeply personal questions.

Episode 55: Cruising into Retirement.. If you Love what you do, will you ever have to retire?

September 9th, 2021  |  Season 3  |  39 mins 48 secs

finance, finances, money, mortgage, personal, retire, retirement, reverse, smart, smartretirement

Our guest today will be Steven Shulem. He sells cruise ship experiences. Being a top producer for many cruise ships, he is fortunate to be able to go on many cruises himself. If he is doing what some people want to do when they retire, the question posed to him is, will he ever need to retire if he is already doing what he loves and doing something that is perfect during retirement age?

Episode 54: Is Life like an Endurance Race?

August 6th, 2021  |  Season 3  |  51 mins 54 secs

finance, finances, money, mortgage, personal, retire, retirement, reverse, smart, smartretirement

In an endurance race there are many strategies you can use to get to the finish line. Remember the story of the Hare and the Tortoise? Come out strong and aggressive and 'hope' that you do not break your race car or put too much wear on your tires. Or, another approach could be to run the race slow but steady. Both can get you to the finish line.

Episode 53: Is Playing Defense the Best Offense for Your Retirement?

July 22nd, 2021  |  Season 3  |  48 mins 31 secs

finance, finances, money, mortgage, personal, retire, retirement, reverse, smart, smartretirement

In this episode Matt & Jeff talk about the 5 defenses they have selected to help defend your retirement. With all of the unknowns that life can throw at us, this is an episode you do not want to miss.

Episode 52: Life Begins on the Edge of Your Comfort Zone

June 30th, 2021  |  Season 3  |  37 mins 4 secs

finance, finances, money, mortgage, personal, retire, retirement, reverse, smart, smartretirement

Ask yourself - by the time you retire, will you really have the health and energy to do all the fun things you dreamt about?? It's one thing to have the resources to retire comfortably but if you wait too long will you be physically fit and have the motivation to do the activities you also wanted to do? For some people, that might not be the case. If you are still in your 40's or 50's why not think about creating a lifestyle where you take mini-retirement vacations throughout your lifetime. Why wait until the tail-end of your life?

Episode 51: The importance of being your own Boss vs being an Employee

June 18th, 2021  |  Season 3  |  40 mins 11 secs

finance, finances, money, mortgage, personal, retire, retirement, reverse, smart, smartretirement

In this episode Matt and Jeff talk about how owning your own business has many benefits, but can you handle the risks?

Are you Risk Averse? Being your own boss requires some degree of risk. How good are you with dealing with risks and can you look at risk as a fun and rewarding challenge? In racing, every lap takes you approx. 2 min, each lap we get a new challenge or opportunity to do better. As a business owner, everyday is a new challenge. Sometimes with many rewards. Are you ready for that opportunity?

Episode 50: Inflation - How it can mess with your retirement plans!

June 2nd, 2021  |  Season 3  |  43 mins 10 secs

finance, finances, money, mortgage, personal, retire, retirement, reverse, smart, smartretirement

In this episode Mike, Matt and guest speaker Jeff discuss how inflation can be the silent killer to your business and retirement portfolio. With all the government stimulus and businesses having to increase wages to attract good talent, the cost of living is increasing. We discuss steps to counterbalance inflation so that it does not have a significant affect in your future.

We also give a sincere good-bye to Mike and introduce Jeff Shulem, CPA as the new co-host to the podcast.