Preparing for Retirement

  1. Retirees vs Millennials: How To Navigate Through The Competitive Home Buying Market With Tyler Johnson

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      Tyler Johnson joins us on this week's episode. Tyler is a Real Estate Consultant over at Berkshire Hathaway HomeServices. In this role, he guides his clients in the home buying, or selling process to make sure it's as seamless as possible. We talk to Tyler today about some of his experiences with the current real estate market and the importance of choosing the right realtor. Tyler Johnson'…Read More

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

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      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

  3. Medicare Planning With Guest Bob Evenson

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      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

  4. Mind The Gap

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      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

  5. 2021 Fidelity Couples & Money Study

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      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

  6. Where Crisis & Opportunity Meet

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      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