1. 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 impact on your retirement plan. Get Your Guaranteed Annuity Get Access To The IFL Manual Vault Click h…Read More

  2. 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 agreeing about something? We’ll seek to explain what happened and cover some lessons learned from the eve…Read More

  3. 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 your favorite app. Just click on one of the links below or search for The Income For Life Show on your …Read More

  4. 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 this process. Get Access To The IFL Manual Vault Click here to listen to more episodes. If you have a…Read More

  5. 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 national debt. We will also mention a few end of the year planning ideas to help set you up for success …Read More

  6. 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 this big decision. Click here to listen to more episodes. If you have any questions, give us a call …Read More