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 spirit before a fall.” Matt and Scott will talk about some of the ways that pride might manifest itse…Read More
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
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
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
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
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
Knowing how much money hits your bank account every month is a critical part of staying retired. It’s vital that you have enough money to take care of your daily needs, housing, medical bills, long-term care, and any other unexpected expenses that come your way.
If you’re retired, chances are you know the exact day — even the hour — your check hits the account. This sigh of relief you breathe as you confirm that money is added to your account is worth far more than the money itself.
When we talk about the clock, we are referring to how long that guaranteed income will keep coming in. While pensions and Social Security may provide some security and guaranteed income, the question we want to pose is this... why not do more of it?
