1. Medicare Planning With Guest Bob Evenson

      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. Bob Evenson's Website: https://www.evensoninsurance.com/ Bob Evenson's Phone Num…Read More

  2. Mind The Gap

      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. Get Your Guaranteed Ann…Read More

  3. Retirement Plan Customization Is KING

      We discuss how a customized retirement plan is king. We also discuss the 4 important retirement statistics worth understanding. Get Your Guaranteed Annuity Get Access To The IFL Manual Vault Click here to listen to more episodes. If you have any questions, give us a call at 888-228-8814. And don't forget to subscribe to the show on your favorite app. Just click on one of the links below or …Read More

  4. 2021 Fidelity Couples & Money Study

      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. Fidelity PDF Get Your Guaranteed Annuity Get Access To The IFL Manual Vault Click here t…Read More

  5. Where Crisis & Opportunity Meet

      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 d…Read More

  6. The Things That Don’t Matter… Until They Do

      Fire extinguishers, airbags in your car, and smoke alarms in your house are all examples of things in life that don’t really seem to matter until they’re the only thing that matters. On that rare occasion when you need one of those items, you’ll either be very glad that you have one, or really regretting the fact that you don’t. Let’s talk about some of the things in the financial…Read More