PODCAST · business
Smart Retirement
by Smart Retirement Media
Smart Retirement is a podcast that helps guide, protect, and educate those preparing for retirement or that are already in retirement. We will have a combination of guests from various industries, ideas of products and services that help consumers and most importantly, build a learning environment for our listeners.Matt & Jeff pride themselves on simplifying the complexities of income and asset planning to make the rest of your life the best of your life!Give us a call today at (866) 53-RETIREMatthew Hollander National Producer #17191418CA License# 0I75638
Episodes
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Episode 56: Where we finish, in racing or in retirement, is important...
If you have a choice, where do you want to retire? How much of where you retire will depend on how much you will have to retire on. The cost of living will be a major factor in figuring out how much you will need to retire with. Cost of living can vary dramatically from city to city, state to…
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Episode 55: Cruising into Retirement.. If you Love what you do, will you ever have to retire?
In this podcast we will talk about the idea of if you love what you are doing for a career, will you ever really retire? Our guest today will be Steven Shulem. He sells cruise ship experiences. Being a top producer for many cruise ships, he is fortunate to be able to go on many cruises himself.…
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Episode 54: Is Life like an Endurance Race?
In an endurance race there are many strategies you can use to get to the finish line. Remember the story of the Hare and the Tortoise? Come out strong and aggressive and 'hope' that you do not break your race car or put too much wear on your tires. Or, another approach could be to run the race…
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Episode 53: Is Playing Defense the Best Offense for Your Retirement?
After what we experienced with the Covid pandemic, a lot of us are still recovering from the economic impact but some are already looking ahead and putting Financial Defenses in play to prepare for the next period of uncertainty. Surveying 2300 adults in 2021, 58% of Americans say they are in...
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Episode 52: Life Begins on the Edge of Your Comfort Zone
Ask yourself - by the time you retire, will you really have the health and energy to do all the fun things you dreamt about?? It's one thing to have the resources to retire comfortably but if you wait too long will you be physically fit and have the motivation to do the activities you also wanted...
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Episode 51: The importance of being your own Boss vs being an Employee
Are you Risk Averse? Being your own boss requires some degree of risk. How good are you with dealing with risks and can you look at risk as a fun and rewarding challenge? In racing, every lap takes you approx. 2 min, each lap we get a new challenge or opportunity to do better. As a business…
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Episode 50: Inflation - How it can mess with your retirement plans!
In this episode Mike, Matt and guest speaker Jeff discuss how inflation can be the silent killer to your business and retirement portfolio. With all the government stimulus and businesses having to increase wages to attract good talent, the cost of living is increasing. We discuss steps to...
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Episode 49: What is Cryptocurrency, and is it worth owning?
In this episode Mike and Matt bring on a guest that was involved in the beginning creations of cryptocurrency. Michael Noel, Certified Blockchain Professional with Blockchain Consultants. Michael Co-Founded Blockchain Consultants, Inc. in 2016. He has been helping companies in multiple industries...
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Episode 48: Thinking like a Retiree in your 40’s & 50’s – Part 3
This is the final episode in our 3 part series that helps listeners focus on simple ways to start thinking like you are a retiree in your 40’s & 50’s, so that you can take advantage of your best asset - TIME. In this episode, Matt has the chance to interview Sylvain Templeman, Executive Vice...
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Episode 47: Thinking like a Retiree in your 40’s & 50’s – Part 2
In this episode, Mike and Matt lay the groundwork to help you start understanding what the average amount you should have in your retirement accounts when you are in your 30’s, 40’s, and 50’s. In addition to that, Matt helps those revisit or understand for the first time, the concept of…
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Episode 46: Thinking like a Retiree in your 40’s & 50’s - Part 1
This show begins a 3-part Series where the guys will go into detail on how to habitually prepare for retirement in your 40’s and 50’s, so that you can retire sooner with confidence. The episode starts with Mike and Matt quickly warming up with a discussion about the asset inflation taking place…
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Episode 45: The Value of Preventing Health Care Costs in Retirement - Part 2
Follow along as Mike and Matt discuss the many ways to financially plan for the “curve balls” your health will throw at you. There’s a Health Savings Account (HSA) discussion in this episode that will have you rethinking the way that you position your health care dollars that saves you money…
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Episode 44: The Value of Preventing Health Care Costs in Retirement - Part 1
In this episode Mike and Matt begin this two part series with the guest appearance of Dr. Ken Ota from his very own O Longevity & Wellness Clinic in Scottsdale, AZ. The guys had him on the show to touch on the true benefits of preventative health care and medicine, as it pertains to those in…
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Episode 43: A Quick Check in After President’s Day
In this episode Mike and Matt just do a quick “check-in” with listeners following the President’s Day weekend. Mike speaks briefly about the status of the 10-Year U.S. Treasury Note and the importance of this index being above 1.20% currently, and how that has an effect on the mortgage rate...
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Episode 42: "What Does a Biden Victory Mean for my Retirement?"
We are very proud to announce that we are now recording our Podcast as both a Video & Podcast! You can listen and watch now at the same time!!! Here’s the link to our YouTube channel – Smart Retirement Podcast. In this episode Mike and Matt touch discuss a “White Paper” that Matt Hollander sent…
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Episode 41: Qualifying for a Mortgage with Little to No Income
In this episode Mike and Matt kick off the show with the current status of the Gold & Silver Market, as well as what to watch for as the 10 year Treasury Note makes a come back from its drastic decline in 2020 – see helpful link below to track the performance of the 10 YR U.S. Treasury Note.…
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Episode 40: Things to expect from the Real Estate Market in 2021
In this episode Mike and Matt touch on the forecasts for the U.S. Real Estate market in 2021. The guys discuss points brought up in a 2021 Redfin Real Estate article, as Mike gives his “2 cents” on what happened in many transactions in 2020, as well as what listeners can expect when buying Real...
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Episode 39: A Christmas Special – The Christmas Price Index, and what’s the Deal with the Dow?
In this episode Mike and Matt embarrass themselves with their reading of the 12 Days of Christmas Price Index—it’s a ridiculous way to share some cheer. Also, they make it a point to address the real reasons why the Dow Jones has recovered from it’s low of 18,519, in late March, to over 30,000...
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Episode 38: Don’t let a Self-Directed IRA scare you
In this episode Mike and Matt touch on the concept of increasing your Investment options through a Self-Directed IRA. The guys help you understand the DO’s & Don’t of properly setting up a Self-Directed IRA. Also, Mike goes over some of the classic Myths about this style of Investment strategy....
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Episode 37: Pass the Estate Plans, with a side of Gravy – Happy Thanksgiving!
In this episode Mike and Matt touch on why this time of year is a great opportunity to focus on the items that you need to be organized in your Estate Plan with your immediate Family; but, also your Parents or Grandparent’s plans as well. Matt goes over the basic necessities of what you really...
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Episode 36: Why isn’t anybody talking about the GDP? An election debrief
In this episode Mike and Matt touch on the historical performance of the U.S. Economy in Q3, and why Q4 will likely not be anywhere as good. Additionally, the guys debrief on the Presidential Election and the challenges that the Country faces with the end-of-the-Year discontinuance of the…
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Episode 35: The 7 Risks You'll Face in Retirement - Part 4 (Interest Rate & Market Risk)
In this episode Mike and Matt touch on the final part of the series that focuses on the 7 retirement income risks. With the type of year we’ve had in 2020, the guys thought it would be best to save Interest Rate & Market risk for the last part of this Series. They go into details as to why having…
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Episode 34: The 7 Risks You’ll face in Retirement – Part 3 (Sequence of Return & Investor Behavioral Risk)
In this episode, Mike and Matt continue with Part 3 of their 4 part series that discusses managing the seven risks to retirement income. This episode covers the concept of “Sequence of Returns” risk and “Investor Behavioral” risk. Matt tells the story of how 2 separate families that both have...
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Episode 33: The 7 Risks You'll Face in Retirement - Part 2 (Longevity & Withdrawal Rate Risk)
In this episode Mike and Matt continue their 4 part series about managing the seven risks you'll face in retirement. This episode touches on the concept of out living your money, and how to manage what is known as “Longevity risk” and “Withdrawal Rate Risk”. Matt goes into some of the key details...
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Episode 32: The 7 Risks You'll Face in Retirement - Part 1 (Inflation Risk)
Mike & Matt are excited to kick off part 1 of a 4 part show series covering The 7 Risks You'll Face in Retirement. Today we are isolating Inflation risk, and the varying views of where inflation is today. Additionally, we’ll touch on the interesting concept of “Asset inflation”, and why you will...
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Episode 31: How Will This Election Year Affect my Retirement?
In this episode Mike and Matt touch on the fear and potential volatility that the U.S. economy could have regardless of which Presidential candidate wins in November. Our purpose on this show is to keep you thinking about your financial plan, while not letting the media or the fear of a certain...
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Episode 30: Ways to create an Equity Partner with your Real Estate
In this episode Mike and Matt interview Michael Lyon, Partnership Manager with Point Digital Finance. Point Digital Finance provides a Home Equity Investment financing solution that allows both Homeowners and Real Estate Investors 30 year financing options with no monthly payments. This is…
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Episode 29: Ways to have a more flexible College Savings plan - "Giving them the Gift of No Student Loans!"
In this episode Mike and Matt touch on the all the ways we can help our children, or our children’s children, save and prepare for the ever increasing cost of a College education. Matt touches on various types of College Savings plans (I bet you don’t know all of them), and he even presents a…
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Episode 28: What’s better than Cash? Cash and a Death Benefit!
In this episode Mike and Matt touch on yet another smart retirement “tool to have in your bag”! Learn from listening to their esteemed special guest, Chris Foley, from Core Income Advisors, on why having a portion of your retirement portfolio held in a permanent life insurance policy might make a...
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Episode 27: Use your Tax Refund wisely, and Reap what you Sow
Mike and Matt discuss 2 great ways to be disciplined and reinvest your tax refund into making your future financial life more free. With Tax Refund time “right around the corner” for many Americans, it’s time to make those dimes & nickels turn into quarters…Also, we touch on some key tips & trick...
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Episode 26: Estate Planning "101" - The Basics
In this episode Mike & Matt have the pleasure of interviewing, Mark Hall, an attorney of Mark E. Hall, PC law firm to discuss the basics of wills or trusts and where they might make sense. Mark Hall also goes over the basic details of why there are different forms of trusts to have in place...
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Episode 25: About $800,000 reasons to plan properly for Social Security
In this episode Matt reminds listeners that there’s a fortune “sitting right under their noses” if they just plan out their Social Security income properly. Mike adds some of the best ways to delay Social Security income by using your Real Estate equity, as well as a few other ways that those...
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Episode 24: What if you were the Bank, and Homeowners paid you?
In this episode Mike and Matt bring on a guest, Darin Moore DRE#01147784 from Sunset Mortgage, on the Show to help listeners understand the investment insight of being Private 1st Trust Deed lenders. Darin goes into detail as to what these loans provide Investors for income, collateral, and how…
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Episode 23: Do you have Volatility Insurance?
In this episode Mike & Matt give a brief review of the SECURE act of 2019, Matt breaks down some ideas to combat volatility in your portfolio by creating "Volatility Insurance", and Mike discusses tax advantaged ways to sell your real estate while being your own bank.
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Episode 22: What Shape will the Economy Take in 2020 - Part 2
In this episode Mike and Matt touch on why Congress suspended the Required Minimum Distributions for those in Retirement, due to COVID-19. Also, Mike goes into to detail of the Good, Bad and the Ugly if you are considering a Mortgage forbearance. Also, the guys discuss the alternative ways to…
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Episode 21: What Shape will the Economy Take in 2020 - Part 1
In this episode Mike and Matt touch on the forecasts for when the U.S. will see a recession recovery from COVID-19, the current Unemployment rate and projected GDP figures from this historical “forced” recession. Also, we lay the groundwork for how we are going to report on the recovery of the…
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Episode 20: Serenity Now
Mike & Matt will discuss the sense and serenity to have in this market by discussing taking advantage of products that allow you to cap your losses and diversify your gains, as well as touch on what the Federal Reserve has done to help us see some stability in the Economy, and how the CARES Act…
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Episode 19: The Corona Virus & Your Retirement
In this show we focus on how the COVID-19 virus is attacking the Financial Markets, and how you can counter what the 2020 Market is doing to your retirement with ways to protect your assets. Additionally, Mike and Matt touch on the recent interest rate cuts made by the Federal Reserve, and why…
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Episode 18: The Wealth Triangle Part 3- Enjoying and Protecting Your Wealth
In this episode Mike & Matt focus on the ways to “Live Well”, by accessing the Assets that they’ve worked so hard to set-up and preserve. Through Real Estate, Financial products, and just good Smart sense listeners will understand how to “tap into” their liquid assets that will aide in Enjoying &...
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Episode 17: The Wealth Triangle Part 2 - Growing & Protecting your Wealth
In this weeks episode Mike & Matt discuss part 2 of our three part series "The Wealth Triangle". Part 2 will help guide you through ideas of how to grow and protect your wealth. A diagram of the triangle can be found on our Facebook page! Thank you for listening.
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Episode 16: The Wealth Triangle Part 1 - Building a Foundation
In this weeks episode Mike & Matt discuss part 1 of our new three part series "The Wealth Triangle". Part 1 will explain the importance of building a strong foundation for your retirement and how that will benefit you later on in life. A diagram of the triangle can be found on our Facebook page!...
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Episode 15 :Capturing the Gains from 2019!
In this episode Mike & Matt discuss ideas of how to protect your earnings from 2019 and how to not give everything thing back. Remember a gain is not realized until you sell! Happy New Year!
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Episode 14: Wealth Transfer
In this episode, Mike & Matt discuss different strategies and ideas of how to properly pass on your assets to your beneficiaries and avoid things like unnecessary taxes and probate.
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Episode 13: Thank You & Happy Holidays
In this short episode, Mike & Matt wanted to take a few minutes to thank our listeners and wish you all a very happy holidays as well as, a very healthy new year. Thank you all for a great 2019.
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Episode 12: Income, Growth, and NO Market Risk
In this episode Mike & Matt brought in an industry expert, Marc Rogers, to discuss alternatives to the stock market and how to still receive decent growth in your retirement accounts without market risk. Also discussed is how to create an income stream you will not outlive. Happy Holidays!…
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Episode 11: Protecting Yourself from the Unknown
In this episode, Mike & Matt talk with one of the nations leading experts in identity theft protection, Dana Mantilia, and learn some of the ways you can protect yourself from this serious issue. Special Guest: Dana Mantilia.
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Episode 10: The Short & Long Term Benefits of a Reverse Mortgage
On this episode Mike interviews Brad Byrnes of Finance of America to get a deeper look at the reverse mortgage market and how it can truly benefit you in retirement. Special Guest: Brad Byrnes.
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Episode 9: The Scary Costs of Healthcare
In this episode Mike & Matt get into what could be the scariest part of retirement, healthcare. Learn about the costs of the unknown and how to prepare for an unexpected. Happy Halloween!
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Episode 8: The Top 10 Mistakes Retirees Make - Part 2
In this weeks episode, Mike & Matt dive into the last 5 of the Top 10 mistakes retirees make in retirement. Remember this is a two part show and to please tune into part 1 if you haven't listened to it yet!
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Episode 7: The Top 10 Mistakes Retirees Make - Part 1
In this weeks episode, Mike & Matt dive into the first 5 of the Top 10 mistakes retirees make. Remember this is a two part show and to please tune into part 2 when it's released.
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ABOUT THIS SHOW
Smart Retirement is a podcast that helps guide, protect, and educate those preparing for retirement or that are already in retirement. We will have a combination of guests from various industries, ideas of products and services that help consumers and most importantly, build a learning environment for our listeners.Matt & Jeff pride themselves on simplifying the complexities of income and asset planning to make the rest of your life the best of your life!Give us a call today at (866) 53-RETIREMatthew Hollander National Producer #17191418CA License# 0I75638
HOSTED BY
Smart Retirement Media
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Frequently Asked Questions
How many episodes does Smart Retirement have?
Smart Retirement currently has 56 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Smart Retirement about?
Smart Retirement is a podcast that helps guide, protect, and educate those preparing for retirement or that are already in retirement. We will have a combination of guests from various industries, ideas of products and services that help consumers and most importantly, build a learning environment...
How often does Smart Retirement release new episodes?
Smart Retirement has 56 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Smart Retirement?
You can listen to Smart Retirement on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Smart Retirement?
Smart Retirement is created and hosted by Smart Retirement Media.
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