Episode 26: Estate Planning "101" - The Basics

June 23rd, 2020  |  Season 2  |  40 mins 8 secs

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

In this episode Mike & Matt have the pleasure of interviewing, Mark Hall, an attorney of Mark E. Hall, PC law firm to discuss the basics of wills or trusts and where they might make sense. Mark Hall also goes over the basic details of why there are different forms of trusts to have in place depending on your personal financial situation. As a gift to our listeners, Mike & Matt have gotten Mark to agree to complete a new Trust for you, or review your Trust, at a promotional rate. Take a listen and help protect your beneficiaries assets as best you can. Call us for more information at (866) 53-Retire

Episode 25: About $800,000 reasons to plan properly for Social Security

June 9th, 2020  |  Season 2  |  42 mins 48 secs

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

In this episode Matt reminds listeners that there’s a fortune “sitting right under their noses” if they just plan out their Social Security income properly. Mike adds some of the best ways to delay Social Security income by using your Real Estate equity, as well as a few other ways that those should consider.

Episode 24: What if you were the Bank, and Homeowners paid you?

May 26th, 2020  |  Season 2  |  55 mins 27 secs

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

In this episode Mike and Matt bring on a guest, Darin Moore DRE#01147784 from Sunset Mortgage, on the Show to help listeners understand the investment insight of being Private 1st Trust Deed lenders. Darin goes into detail as to what these loans provide Investors for income, collateral, and how his firm will help you manage the Servicing of these Notes as your point of contact. It’s another great show with alternative ways for you to minimize principal loss while maximizing returns.

Episode 23: Do you have Volatility Insurance?

May 13th, 2020  |  Season 2  |  58 mins

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

In this episode Mike & Matt give a brief review of the SECURE act of 2019, Matt breaks down some ideas to combat volatility in your portfolio by creating "Volatility Insurance", and Mike discusses tax advantaged ways to sell your real estate while being your own bank.

Episode 22: What Shape will the Economy Take in 2020 - Part 2

April 28th, 2020  |  Season 2  |  46 mins 17 secs

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

In this episode Mike and Matt touch on why Congress suspended the Required Minimum Distributions for those in Retirement, due to COVID-19. Also, Mike goes into to detail of the Good, Bad and the Ugly if you are considering a Mortgage forbearance. Also, the guys discuss the alternative ways to have your assets provide you cash-flow during these abnormal times.

Episode 21: What Shape will the Economy Take in 2020 - Part 1

April 14th, 2020  |  Season 2  |  53 mins 32 secs

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

In this episode Mike and Matt touch on the forecasts for when the U.S. will see a recession recovery from COVID-19, the current Unemployment rate and projected GDP figures from this historical “forced” recession. Also, we lay the groundwork for how we are going to report on the recovery of the U.S. Economy throughout the rest of 2020.

Episode 20: Serenity Now

March 31st, 2020  |  Season 2  |  1 hr 1 min

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

Mike & Matt will discuss the sense and serenity to have in this market by discussing taking advantage of products that allow you to cap your losses and diversify your gains, as well as touch on what the Federal Reserve has done to help us see some stability in the Economy, and how the CARES Act put into Law by Congress in March should provide a resource to both individuals and Small Businesses.

Episode 19: The Corona Virus & Your Retirement

March 17th, 2020  |  Season 2  |  42 mins 52 secs

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

In this show we focus on how the COVID-19 virus is attacking the Financial Markets, and how you can counter what the 2020 Market is doing to your retirement with ways to protect your assets. Additionally, Mike and Matt touch on the recent interest rate cuts made by the Federal Reserve, and why the Federal Funds Rate and Mortgage rates are not directly correlated.

Episode 18: The Wealth Triangle Part 3- Enjoying and Protecting Your Wealth

March 3rd, 2020  |  Season 2  |  45 mins 52 secs

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

In this episode Mike & Matt focus on the ways to “Live Well”, by accessing the Assets that they’ve worked so hard to set-up and preserve. Through Real Estate, Financial products, and just good Smart sense listeners will understand how to “tap into” their liquid assets that will aide in Enjoying & Protecting their Wealth. Additionally, Matt helps our listeners understand the changes in some of the new Laws that have taken affect in 2020, and how understanding the SECURE Act of 2020 will set your Family up for success as they receive your Legacy.

**Listeners can always email us questions, comments or concerns at: [email protected]

Episode 17: The Wealth Triangle Part 2 - Growing & Protecting your Wealth

February 18th, 2020  |  Season 2  |  41 mins 51 secs

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

In this weeks episode Mike & Matt discuss part 2 of our three part series "The Wealth Triangle". Part 2 will help guide you through ideas of how to grow and protect your wealth. A diagram of the triangle can be found on our Facebook page! Thank you for listening.