Events

Recent Posts

1. Pride Before A Fall: How Overconfidence Can Lead To Financial Ruin With Scott Souther

     We invite Scott Souther on to today's podcast. Scott works for CEK Insurance and has an extensive background in retirement planning, insurance, and Medicaid planning. When coming up with a show idea we were inspired by Proverbs 16:18, which says “Pride goes before destruction, a haughty spi…Listen Now

2. 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 rel…Listen Now

3. 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 reti…Listen Now

4. 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 …Listen Now

5. 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 com…Listen Now

6. 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…Listen Now

7. 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…Listen Now

8. The Great Resignation

     We discuss how many are learning about their retirement through 'uncommon sense' and also how the Great Resignation is hitting the American workplace right now in a big way. Get Your Guaranteed Annuity Get Access To The IFL Manual Vault Click here to listen to more episodes. If you have any q…Listen Now

9. The Ridiculousness Of Google Searches and ‘Secure 2.0’ Goals

     On today's show, we discuss how ridiculous some Google searches for retirement planning can be and what red flags you should look out for. We also talk about the current Secure 2.0 Bill and the top 9 goals inside it. Get Your Guaranteed Annuity Get Access To The IFL Manual Vault Click here to…Listen Now

10. Listening To The Money Doctor

      If we take a look at the world of medicine, we can learn some valuable lessons that can be applied to your financial life. 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…Listen Now

11. Financial Planning In Biden’s America

      We’ve surpassed the first 100 days of Joe Biden’s presidency and, so far, it has already provided plenty of fodder for discussion in the financial planning realm. Let’s look at some of the top issues of the past few months, how it impacts financial planning, and how conversations with c…Listen Now

12. Are You Flirting With Disaster?

      Matt and Nick discuss 5 areas of your financial life where you might be flirting with disaster and don’t even know it. The guys will also answer an email question about investing in just one stock. Get Your Guaranteed Annuity Get Access To The IFL Manual Vault Click here to listen to more e…Listen Now

13. March Madness & Retirement Planning

      With March Madness about to come to a close and the NBA Playoffs around the corner, basketball is still on the mind for some people. What can we learn about retirement planning by exploring some concepts in the game of basketball? We also discuss how the city you live in can have a drastic im…Listen Now

14. Alternative Investments

      The “normal” investment world already seems crowded with endless possibilities of companies and ways to invest. Yet there’s a segment of the market classified as alternative investments that many people find intriguing. Could there ever be a place for alternative investments in your por…Listen Now

15. This Is Why You Never Assume

      We often see people making certain assumptions about retirement that just aren’t correct. Matt and Nick explore some common assumptions that they see in their office. Get Access To The IFL Manual Vault Click here to listen to more episodes. If you have any questions, give us a call at 888-2…Listen Now

16. Does The Rule Of 100 Still Work?

      The financial industry has held many general rules of thumb throughout the years, but one of the most popular ones is the rule of 100. If you subtract 100 from your age, that's percentage of stocks you should have in your account. This may be a good place to start, but it's certainly not a fi…Listen Now

17. Explaining GameStop’s Meteoric Stock Rise And Lessons Learned From A Wild Wall Street Week

      You probably heard all about GameStop stock and buzzwords like short squeeze, Reddit’s Wall Street Bets, and hedge funds the last week of January. But what really happened that had all of the financial media world stirred up and Alexandria Ocasio-Cortez and Donald Trump Jr. actually agreein…Listen Now

18. Invest Like A Billionaire

      We discuss the five ways the super-rich think and how everyone can use these same concepts in their retirement. 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 you…Listen Now

19. The Roth Conversion

      Is a Roth Conversion right for you? There are many different financial firms advertising this strategy right now, but it can be difficult to know this is truly something that will work well with your plan. We dive into how a conversion works, how taxes are paid, and the long-term effects of t…Listen Now

20. New Stimulus Package and End Of Year Planning

      A 900 billion stimulus package just got approved by Congress. So what does this mean for the economy and stock market? Matt and Nick discuss the big points of this new bill, how this will affect middle-class Americans, and the looming tax bomb that is building up as we keep adding to our nati…Listen Now