Setmore Schedule

Recent Posts

1. 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

2. New Stimulus Package & 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

3. The Conversation No One Wants To Have

     As we approach the holidays, this may be a good time to discuss the wants and needs of our family in retirement. Even though this conversation can be tough and emotional, it's one that is pertinent to your retirement plan. Today Matt and Nick will discuss some of the barriers that can stand i…Listen Now

4. Trust Your Gut

     Many people in the financial world complicated the retirement process by throwing out buzzwords and explaining things in a complex way. But retirement shouldn't be this difficult, and it should incorporate some common sense. Matt and Nick talk about trusting your gut on the show today and som…Listen Now

5. Election 2020

     This episode was recorded on November 4th, 2020 and we are still waiting for all of the votes to come in from last night's election. It's no secret that the market is rather volatile when there's uncertainty involved. This why Matt and Nick talk to us today on why we shouldn't have our retire…Listen Now

6. Elections & The Market

     This year's election is on the horizon and many people have strong emotions and opinions going into it. It's common that we hear one candidate will make the stock market crash, while the other one will be beneficial for the market. Matt and Nick discuss how to get through volatile times with …Listen Now

7. The 4 Percent Rule Of Retirement

     There are many general rules out there in the retirement world and it can be difficult to navigate which ones are still relevant in today's environment. Matt and Nick will break down what the 4 percent rule is and why they think this rule is outdated. Click here to listen to more episodes. If…Listen Now

8. Rolling Over Retirement Accounts From An Old Employer

     The pandemic has caused a lot of turmoil in the job market. Many people have been laid off and now have to find a new employer to work for. But what should you do with your retirement account that's with your old employer? Matt and Nick talk about a few strategies you can utilize when making …Listen Now

9. The Cost Of Waiting

     There is no doubt that procrastination is in our human nature. Many people will push off tasks that need to be done until the very last minute, but this is not a trait that you want to carry in your financial life. Matt and Nick break down how much waiting can cost you in retirement. Not only…Listen Now

10. COVID & The Markets

    The market has made a significant rebound since the dip in March. However, we should still proceed with caution and be wary that all of the economic effects of COVID-19 have not been felt fully. Matt and Nick will discuss how the markets take in information from the news and dive into the 5 companie…Listen Now

11. The Three C’s of Retirement

    The Income For Life Show, powered by Folds of Honor, is back! On the first episode of the renewed podcast, Matt and Nick discuss the philosophy behind The Three C's of Retirement. Understanding your Checkbook, Calendar and Clock is the secret to a successful retirement and we'll explore why that's t…Listen Now

12. What Will Retirement Look Like In A Trump Presidency?

    What will the United States look like during a Trump presidency? And more importantly, what will retirement look like over the next four years? We're going to focus on three major expected changes and issues that could result from this election. We're going to talk about Social Security, the "Fiduci…Listen Now

13. The 8 Percent Annuity Return Discussion

    The 8 Percent Annuity Return Discussion.…Listen Now

14. Occam’s Razor And Retirement Planning

    Occam’s Razor is a term from the 1300’s that still applies today, which describes that when two or more ideas are presented to you – the simplest idea should be chosen. That same idea is how retirement income planning should be, because if you cannot explain it to a six-year-old, you probably …Listen Now

15. Retirement Survival Of The Fittest

    Have you ever wondered whether or not you would “make it” in retirement? You know, whether you had saved enough money… or whether you were carrying too much stock market risk? Are you paying too much for your investments? Do you have the right advisor? These are all pretty common questions tha…Listen Now

16. Remaining “Status Quo” In Retirement – Good Or Bad Idea?

    “Status Quo” is a term that is often thrown around for a variety of things. At it’s core definition, it means “the existing condition or state of affairs.” We commonly use it as a phrase to insinuate that we are just ‘going to keep things the same’ or choose not to change how we have a…Listen Now

17. The Obituary Of Common Sense

    Sometimes, the simple thought of ‘common sense’ gets overlooked in all the media marketing and political correctness ways of today. It is important to sometimes look back and reflect on things that we often say and do. Today, our old friend by the name of ‘Common Sense’ has passed away – a…Listen Now

18. The Failed Experiment

    History has proven that the 401(k) has failed miserably when it comes to providing a nest egg for retirement – for many reasons. Listen to this podcast to learn more.…Listen Now

19. The Ultimate Retirement Income Solution

    Q: When does an OPINION become a FACT? A: When the opinion can be proven. Sure, everyone can have an opinion on whatever they want. There is nothing wrong with opinions, as long as they do not distort the facts. With that said, the #1 fact of retirement income planning is quite simple: Your retireme…Listen Now

20. The Retirement Crisis No One Talks About

    If you become disabled, you may face huge bills for daily help. And, no, Medicare doesn’t cover it. When you try to gauge the biggest risks to your financial security in retirement, health care costs usually top the list. But there’s even bigger danger that doesn’t get as much attention: long-…Listen Now