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. 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 financial plan. Matt and Nick discuss their thoughts on this rule of thumb and talk about the 3 strate…Read More

  3. 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

  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. 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 some tips on how to do it. Along the lines of common sense, the guys also discuss an article that discu…Read More