260404-BWM-WEB

Is private credit right for your portfolio? Matt and Rebecca talk about the pros and cons of private credit in your retirement portfolio.  Plus, why Social Security remains an important piece to your retirement, how planning for healthcare costs now can save in the long run, and if lifetime income is too good to be true.You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. Get an estimate on what your taxes will look like in retirement with our tax calculator at brighttaxbill.comDo you need an estate plan? Find out if one would make sense for you.  brightlegacyquiz.com

Is it too late to make tax moves this year? 3/29/26

Is it too late to make tax moves this year? Matt and Rebecca discuss what tax moves can still be made, and what you should be doing to prepare for next year.  Plus, the importance of rebalancing, whether we're heading toward stagflation, and whether you should follow a CEO's stock moves.You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. Get an estimate on what your taxes will look like in retirement with our tax calculator at brighttaxbill.comDo you need an estate plan? Find out if one would make sense for you.  brightlegacyquiz.com

How could global unrest affect your portfolio? 3/22/26

How could global unrest affect your portfolio? Matt and Rebecca discuss how Iran and other global events could affect your retirement.  Plus, what happens when you are better off for retirement than you think, and the importance of an emergency fund.You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. Get an estimate on what your taxes will look like in retirement with our tax calculator at brighttaxbill.comDo you need an estate plan? Find out if one would make sense for you.  brightlegacyquiz.com

March 15th, 2026

Why is it vital to not only look at taxes for this year? 2/22/26

Why is it vital to not only look at taxes for this year? Matt and Rebecca explain why future tax planning is vital for your retirement. Plus, how to maximize your retirement savings, why it's important to avoid Medicare premium surcharges (IRMAA), and when Life Insurance and Annuities are the right fit.You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. Get an estimate on what your taxes will look like in retirement with our tax calculator at brighttaxbill.comDo you need an estate plan? Find out if one would make sense for you.  brightlegacyquiz.com

Are you prepared for this and future tax seasons? 2/8/26

Are you prepared for this and future tax seasons? Matt and Rebecca discuss steps you can take to help maximize your tax savings. Plus, how to tell if your portfolio is off or if it is a market dip, what to look out for when planning your health care in retirement, and should you trust that social media "expert"?You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. Get an estimate on what your taxes will look like in retirement with our tax calculator at brighttaxbill.comDo you need an estate plan? Find out if one would make sense for you.  brightlegacyquiz.com

Why now is the time to look at your Required Minimum Distributions? 2/1/26

Why now is the time to look at your Required Minimum Distributions? Matt and Rebecca discuss why it is important to look at RMDs before you start taking them. Plus, planning your income in retirement, and is it time to cash out the record gains from the market?You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. Get an estimate on what your taxes will look like in retirement with our tax calculator at brighttaxbill.comDo you need an estate plan? Find out if one would make sense for you.  brightlegacyquiz.com

One MAGI Moment - 1/25/26

What is MAGI, and why is it the key to retirement planning? Matt and Rebecca talk about why MAGI is the key to understanding your taxes in retirement. Plus, they talk about Estate Planning and the importance of planning for long-term care. You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. Get an estimate on what your taxes will look like in retirement with our tax calculator at brighttaxbill.comDo you need an estate plan? Find out if one would make sense for you.  brightlegacyquiz.com

How do you keep your retirement New Year's resolution on track? 01/17/26

How do you keep your retirement New Year's resolution on track? Matt and Rebecca talk about important changes for 2026, and ways to keep your retirement on track. You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. Get an estimate on what your taxes will look like in retirement with our tax calculator at brighttaxbill.comDo you need an estate plan? Find out if one would make sense for you.  brightlegacyquiz.com

January 11th, 2026

Can there me too much safety in your retirement plan? 12/21/25

Can there me too much safety in your retirement plan? Matt and Rebecca talk about why too much safety could be costing you. They also discuss retiring as a snowbird, why you should work with your retirement planner on Medicare, and the importance of a estate plan. You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. Get an estimate on what your taxes will look like in retirement with our tax calculator at brighttaxbill.comDo you need an estate plan? Find out if one would make sense for you.  brightlegacyquiz.com

is it important to look at Medicare with your retirement planner? 12/14/25

Is it important to look at Medicare with your retirement planner? Matt and Rebecca discuss ways to maximize your retirement income. They also talk about why you should work with your retirement planner on Medicare, preparing for 2026, and changes in 401(k)s. You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. Get an estimate on what your taxes will look like in retirement with our tax calculator at brighttaxbill.comDo you need an estate plan? Find out if one would make sense for you.  brightlegacyquiz.com

Is your portfolio too heavy in Nvidia stocks? 12/7/25

Is your portfolio too heavy in Nvidia stocks? Matt and Rebecca discuss why it is important to make sure you have a balanced portfolio. They also covered why we might need a bear market, the connection to sports betting and market gambles, and why an estate plan might be right for you. You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. Get an estimate on what your taxes will look like in retirement with our tax calculator at brighttaxbill.comDo you need an estate plan? Find out if one would make sense for you.  brightlegacyquiz.com

November 30th, 2025

Where will you get your "Paycheck" during retirement? 11/23/25

Where will you get your "Paycheck" during retirement? Matt and Rebecca discuss the importance of planning your retirement income. They also talk about planning myths and whether you should wait until age 70 to start Social Security. You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. Get an estimate on what your taxes will look like in retirement with our tax calculator at brighttaxbill.comDo you need an estate plan? Find out if one would make sense for you.  brightlegacyquiz.com

Is the new COLA enough for your retirement? 11/16/25

Is the new COLA enough for your retirement? Matt and Rebecca discuss the difference between a fiduciary and suitability standard. They also talk about this year's Social Security COLA and why you need an estate plan. You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. Get an estimate on what your taxes will look like in retirement with our tax calculator at brighttaxbill.comDo you need an estate plan? Find out if one would make sense for you.  brightlegacyquiz.com

How does AI fit into your retirement plan? 11/9/25

How does AI fit into your retirement plan? Matt and Rebecca discuss how a simplified approach might be your best bet. They also talk about Americans living longer, Estate planning, and how does AI fits into your retirement planning. You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. Get an estimate on what your taxes will look like in retirement with our tax calculator at brighttaxbill.comDo you need an estate plan? Find out if one would make sense for you.  brightlegacyquiz.com

November 2nd, 2025

What does the market volatility mean if you are in the retirement "Danger Zone?" - 10/25/25

What does the market volatility mean if you are in the retirement "Danger Zone?" Matt and Rebecca examine how market volatility impacts individuals nearing or in retirement. They also discuss how BWM can assist with Medicare and Medicaid open enrollment questions, as well as the importance of guaranteed lifetime income and an estate plan in your retirement. You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. Get an estimate on what your taxes will look like in retirement with our tax calculator at brighttaxbill.comDo you need an estate plan? Find out if one would make sense for you.  brightlegacyquiz.com

How should you handle an inherited IRA? 10/18/25

How should you handle an inherited IRA? Matt and Rebecca discuss what you should do with an inherited IRA. They also discuss withdrawal strategies, what to do with required minimum distributions, and why year-end check-ins are so important. You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. Get an estimate on what your taxes will look like in retirement with our tax calculator at brighttaxbill.comDo you need an estate plan? Find out if one would make sense for you.  brightlegacyquiz.com

October 12th, 2025

What can inflation do to your retirement portfolio? 10/5/25

What can inflation do to your retirement portfolio? Matt and Rebecca discuss how inflation can cut into your retirement income. They also discuss the differences in the importance of an estate plan, as well as the fear of running out of money in retirement. You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. Get an estimate on what your taxes will look like in retirement with our tax calculator at brighttaxbill.comDo you need an estate plan? Find out if one would make sense for you.  brightlegacyquiz.com

September 28th, 2025

You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. Get an estimate on what your taxes will look like in retirement with our tax calculator at brighttaxbill.comDo you need an estate plan? Find out if one would make sense for you.  brightlegacyquiz.com

Is it important to look at what your tax bill will be in retirement? 09/21/25

Is it important to look at what your tax bill will be in retirement? Matt and Rebecca discuss why it is important to be proactive with your retirement tax plan. They also discuss the differences between a will, a trust, and an estate plan, as well as whether the Big Beautiful Bill makes Roth conversions a least desirable option. You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. Get an estimate on what your taxes will look like in retirement with our tax calculator at brighttaxbill.comDo you need an estate plan? Find out if one would make sense for you.  brightlegacyquiz.com

Are you one of the record number of Americans preparing to retire this year? 9/14/25

Are you one of the record number of Americans preparing to retire this year? Matt and Rebecca discuss steps you should be taking as you prepare to retire. They also discuss the importance of rolling over those 401 (k) accounts, and Matt sits down with American Hero, Travis Mills. You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. Get an estimate on what your taxes will look like in retirement with our tax calculator at brighttaxbill.comDo you need an estate plan? Find out if one would make sense for you.  brightlegacyquiz.com

Should you have an estate plan? 9/7/25

Should you have an estate plan? Matt and Rebecca discuss why you should consider an estate plan. They also discuss the 100 minus your age rule, the three fears on the horizon, and the importance of guaranteed income in retirement. You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. Get an estimate on what your taxes will look like in retirement with our tax calculator at brighttaxbill.comDo you need an estate plan? Find out if one would make sense for you.  brightlegacyquiz.com

How do you decide when it is time to retire? 8/31/25

How do you decide when it is time to retire? Matt and Rebecca discuss how to know if you are ready to retire. They also discuss how Baby Boomers' and Gen X's planning is different and the importance of an emergency fund in retirement. You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. 

How can we eliminate the guesswork from retirement planning? 8/24/25

How can we eliminate the guesswork from retirement planning? Matt and Rebecca discuss the importance of a retirement plan. They also discuss when to review your estate plan and ways to mitigate risk in your portfolio. You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. 

August 17th, 2025

August 10th, 2025

How does a trust differ from an estate plan? 8/3/25

How does a trust differ from an estate plan? Matt and Rebecca discuss how trusts and estate plans work together. They also discuss whether the stock market is nearing a cliff and the fact that 1 in 4 Americans are holding off on retirement due to the economy. You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. 

July 27th, 2025

What does the "One Big Beautiful Bill" mean for your retirement? 7/20/25

What does the "One Big Beautiful Bill" mean for your retirement? Matt and Rebecca discuss what parts of the legislation affect your retirement. They also discuss the importance of an estate plan, why planning 5-10 years before retirement is crucial, and how to prepare for income when paychecks stop. You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. 

How do we pivot from saving to income mode in retirement? 7/13/25

How do we pivot from saving to income mode in retirement? Matt and Rebecca discuss flipping that switch to spend mode in retirement. They also discuss whether crypto is right for a retirement portfolio and the importance of estate planning. You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. 

July 6th, 2025

Should I include Social Security in my retirement planning? 6/29/25

Should I include Social Security in my retirement planning? Matt and Rebecca discuss what the new Social Security insolvency date means for you. They also discuss your future tax bill, the importance of estate planning, and common myths about retirement. You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. 

June 22nd, 2025

June 15th, 2025

How do we make the most of our retirement savings? 06/07/25

How do we make the most of our retirement savings? Matt and Rebecca discuss how to ensure your savings last through retirement. They also discuss how to transition from a savings to a spending mode, and the biggest stealth costs during retirement.You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. 

Should we be prepping for a recession? 06/01/25

Should we be prepping for a recession? Matt and Rebecca discuss ways to help recession-proof your portfolio. They also discuss what is considered "conservative" in investing now, the importance of having a succession plan, and why people are claiming Social Security benefits early.You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. 

Death benefits, the Roth 5-year rule and Social Security bridge payments - 5-25-25

Making emotional retirement decisions, differences between a 25 & 35 year plan & a special visit with American Hero Travis Mills - 5-18-25

Why a basic investment strategy just doesn't cut it for most people. 5/10/25

Scottsdale is the number one destination for retirees. 5/4/25

Scottsdale is the number one destination for retirees. This week, Matt and Rebecca discuss what makes Arizona a great place for retirement. They also discuss retiring before the traditional retirement age and why it can make sense to stay in a volatile market.You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. 

Are we headed to or in a bear market? 4/27/25

Are we headed to or in a bear market? Matt and Rebecca discuss how your retirement plans may be affected by a bear market. They also discuss why retirement planning at your bank may not be your best option.You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. 

What is stagflation? 4/20/25

What is stagflation? Matt and Rebecca discuss stagflation and how it could affect your retirement plans. They also discuss whether now is the right time for a ROTH conversation, what IRMMA is, and whether there is a right age to retire.You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. 

Is it time to de-risk your portfolio? 4/13/25

Is it time to de-risk your portfolio? Matt and Rebecca discuss what the volatile economy means for your retirement plans. They also discuss RMDs, what the ever-changing news cycle means for regular Joes, and the importance of balancing fixed and variable investments.You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. 

How do tariffs affect your retirement plan? 4/6/25

How do tariffs affect your retirement plan? Matt and Rebecca discuss how tariffs may change your nest egg plans. Plus, pitfalls to avoid with ROTH IRAs and how to know what to send in your retirement.You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. 

March 30th, 2025

March 23rd, 2025

Are we headed toward a Recession? 3/15/25

Are we headed toward a Recession? Matt and Rebecca discuss making the market dtops work for you. Plus, is Social Security going away, and what is the 80% rule?. You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. 

How much monthly income will you need in retirement? 3/9/25

How much monthly income will you need in retirement? Matt and Rebecca discuss determining what you will need each month in retirement. Plus, how confident are you that you are ready to retire? Travis Mills joins Matt in the studio to talk about the Travis Mills Foundation. Get more info on the foundation at https://travismillsfoundation.org/You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. 

What are the risks of not having a retirement plan? 03/02/25

What are the risks of not having a retirement plan? Matt and Rebecca discuss why a plan for your retirement is so important. Plus, what do hot bonds mean for you? They look at important dates in your retirement and the best times to do a ROTH conversation.You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. 

What could the potential changes in the economy mean for your retirement? 02/23/25

What could the potential changes in the economy mean for your retirement? Matt and Rebecca discuss how the new administration changes could impact your portfolio. Plus, is the 4% rule still enough, what is the bucket strategy, and what retirement expenses might you forget in your planning?You can hear the show on KTAR 92.3 on Saturdays at 1 p.m., Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. 

February 16th, 2025

February 9th, 2025

How much risk should be in your portfolio as you start retirement? 2/2/25

How much risk should be in your portfolio as you start retirement? Matt and Rebecca talk about how the recent market reminds us markets also go down and when to play it safe. Plus, they talk about making life easier for your beneficiaries, bridging your Social Security payments, and if 2025 might be the year for you to retire.You can hear the show on KTAR 92.3 on Saturdays at 1 p.m., Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. 

Will your retirement portfolio be affected by the new executive orders? 1/26/25

Will your retirement portfolio be affected by the new executive orders? Matt and Rebecca talk about how the new administration plans might look on your retirement. Plus, they look at the Roth five-year rule, sticky inflation, and whether crypto has a place in your retirement plans.You can hear the show on KTAR 92.3 on Saturdays at 1 p.m., Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. 

What does the rising bond market mean for your retirement portfolio? 01/19/25

What does the rising bond market mean for your retirement portfolio? Matt and Rebecca look at how the changes in the bond market could affect your retirement. They also examine how real estate and gold might fit into your retirement strategy.You can hear the show on KTAR 92.3 on Saturdays at 1 p.m., Sundays at 3 p.m., and Saturdays at 2 p.m. on 550 KFYI.

What might 2025 bring to your retirement plan? 01/12/25

What might 2025 bring to your retirement plan? Matt and Rebecca look at changes this year that could affect your retirement. They also dive into IRMAA and Health Saving Accounts.You can hear the show on KTAR 92.3 on Saturdays at 1 p.m., Sundays at 3 p.m., and Saturdays at 2 p.m. on 550 KFYI.

January 5th, 2025

December 29th, 2024

Can you protect your retirement plan from market volatility? 12/22/24

Can you protect your retirement plan from market volatility? Matt and Rebecca also discuss The pros and cons of annuities.You can hear the show on KTAR 92.3 on Saturdays at 1 p.m., Sundays at 3 p.m., and Saturdays at 2 p.m. on 550 KFYI.

December 15th, 2024

December 08, 2024

December 01, 2024

What new trends should we be watching for in our retirement planning? 11/24/24

What new trends should we be watching for in our retirement planning? Matt and Rebecca also discuss inheriting an IRA and Life insurance vs. annuities.You can hear the show on KTAR 92.3 on Saturdays at 1 p.m., Sundays at 3 p.m., and Saturdays at 2 p.m. on 550 KFYI.

The election is over, so what does that mean for your retirement plan? 11/17/24

The election is over, so what does that mean for your retirement plan? Matt and Rebecca also discussed how to protect your nest egg from market dips and if you are in a lousy 401K.You can hear the show on KTAR 92.3 on Saturdays at 1 p.m., Sundays at 3 p.m., and Saturdays at 2 p.m. on 550 KFYI.

Are you making one of these mistakes in your retirement planning? 11/10/24

Are you making one of these mistakes in your retirement planning? Matt and Rebecca also discuss reducing your taxable income and boosting income through an annuityYou can hear the show on KTAR 92.3 on Saturdays at 1 p.m., Sundays at 3 p.m., and Saturdays at 2 p.m. on 550 KFYI.

How will the election results affect your plan? 11/03/24

How will the election results affect your plan? Matt and Rebecca also discuss investing during a so-so economy and mistakes to avoid in your retirement planning. You can hear the show on KTAR 92.3 on Saturdays at 1 p.m., Sundays at 3 p.m., and Saturdays at 2 p.m. on 550 KFYI.

What might Social Security mean for your retirement plan - 10/27/24

What might Social Security mean for your retirement plan? Matt and Rebecca also discuss when you should consider rolling over your 401k and where the 2024 election could affect your retirement plan. You can hear the show on KTAR 92.3 on Saturdays at 1 p.m., Sundays at 3 p.m., and Saturdays at 2 p.m. on 550 KFYI.

Why tax strategies are in important in your retirement plan - 10/20/24

Will the likely tax changes in 2026 affect your retirement? Matt and Rebecca also discuss the importance of being flexible with your retirement plan, and if delaying your retirement could be right for you.You can hear the show on KTAR 92.3 on Saturdays at 1 p.m., Sundays at 3 p.m., and Saturdays at 2 p.m. on 550 KFYI.

October 13th, 2024

October 6th, 2024

September 29th 2024

September 21st, 2024

September 14th, 2024

September 8th, 2024

September 1st, 2024

August 25th, 2024

August 18th, 2024

August 11th, 2024

August 4th, 2024

July 28th, 2024

July 21st, 2024

July 14th, 2024

Is an IRA and IOU to the IRS?  Matt and Rebecca also talk about moves to make before interest rates drop, how some people never want to retire and why it is important to do a summer checkup on your retirement plan every year.Hear the show Saturdays at 2p on 550 KFYI and Sundays on KTAR 92.3 at 3p!

July 7th, 2024

June 30th, 2024

June 23rd, 2024

June 16th, 2024

June 9th, 2024

June 2nd, 2024

May 26th, 2024

May 19th, 2024

April 21st, 2024

April 14th, 2024

April 7th, 2024

March 31st, 2024

March 24, 2024

March 17th, 2024

March 10th, 2024

March 3rd, 2024

February 25th, 2024

February 18th, 2024

February 11th, 2024

February 4th, 2024

January 28th, 2024

January 21st, 2024

January 14th, 2024

January 7th, 2024 - Happy New Year!

December 31st, 2023

December 17th, 2023

December 10th, 2023

December 3rd, 2023

November 26th, 2023

November 19th, 2023

November 12th, 2023

November 5th, 2023

October 29th, 2023

October 22nd, 2023

October 15th, 2023

October 8th, 2023

October 1st, 2023

September 24th, 2023

September 17th, 2023

What is forced early retirement and how to best deal with it, and Matt is excited to finally share a new retirement product that acts as a safe retirement savings vehicle and can also be used for growing lifetime payments.

September 10th, 2023

How can we plan for retirement if we don’t know how long it will last? Matt and Rebecca also talk about how can taking Social Security early impacts the total amount of benefits you receive over your lifetime…Sundays on KKNT 960 The Patriot at 8a, 550 KFYI at 9a and KTAR 92.3 at 3p!

September 3rd, 2023

August 27th, 2023

August 20th, 2023

August 13, 2023

Why is it important to ask and make sure you are working with a fiduciary? Matt and Rebecca discuss that and also the differences between what is talked about on TV all the time and the actual concerns Matt hears about from his clients…Sundays on KKNT 960 The Patriot at 8a, 550 KFYI at 9a and KTAR 92.3 at 3p!

August 6th, 2023

Will an increase in retirement age affect your retirement plan? Matt and Rebecca touch on netter options than a 401(k) for retirement savings and what actually can be considered an income source in retirement.Sundays on KKNT 960 The Patriot at 8a, 550 KFYI at 9a and KTAR 92.3 at 3p!

July 30th, 2023

Matt talks about some of the biggest retirement regrets he’s heard and shares how he can help. The show also touches on what financial independence is and why it is important in retirement and provides a blueprint on how to get there.This episode wraps up with an update on the latest recession projections.

July 23rd, 2023

Why is it important to ask and make sure you are working with a fiduciary? Matt and Rebecca also take a deep dive into one of the chapters in his book (that he offers free to listeners!) and also touch on the differences between what is talked about on TV all the time…

July 16th, 2023

Rebecca and Matt address some of the pros and cons to rolling over your retirement plan when you retire and look at when is a good time to implement the bucket strategy in retirement (and what that is).Finally - they touch on some questions we should be asking ourselves before deciding what age to take Social Security…

July 9th, 2023

Matt and Rebecca talk about how to combat the biggest retirement “enemies,” why annuities are experiencing an unprecedented surge in popularity…and the relationship between inflation and a possible recession.

July 2nd, 2023

Should you rely on Social Security as the only source of income during retirement? There are many people who look at retirement as a “finish line” and feel like it’s a time they can put things on cruise control…is that a wise approach? Matt and Rebecca also talk about the benefits of owning annuities within an IRA.

June 25, 2023

What does the interest rate pause mean to us? What is forced early retirement and how to best deal with it, and Matt is excited to finally share a new retirement product that acts as a safe retirement savings vehicle and can also be used for growing lifetime payments.

June 18th, 2023

Are we really in an historic bull market on the heels of rampant recession and bear market fears? What does it mean to “insure” your retirement and why is it important? Finally, why is sequence of withdrawals so important when building a retirement income plan?

June 11th, 2023

How to avoid overestimating how much they will actually receive in retirement. Why more retirement plans are offering annuities - including some employee plans. Is the 4% rule outdated? Rebecca also asks Matt what KISS means in the introduction of his book “Retirement Solutions For Your Life” that he offers for free to everyone who books a complimentary consultation.

June 4th, 2023

Is the 4% rule outdated? Rebecca also asks Matt for recommendations for those seeking alternative guaranteed income strategies amid recession fears as well as how a pause in interest rate hikes would impact people. This week's show concludes with a discussion about some universal rules that can apply to everyone when planning for retirement.

May 28th, 2023

Matt and Rebecca start off the show with an update on what it means that the Federal Reserve keeps hinting at pumping the brakes on interst rates and how people look at the stock market as an investment option in these volatile times. Later in the show, the topic of younger generations actually being more prepared for retirmeent comes up as well as the difference between risk tolerance and risk capacity.

May 21st, 2023

Every week Matt offers free copies of his book “Retirement Solutions For Your Life” to listeners, and today he and Rebecca take a dive into the second chapter, titled; “Step Up And Lock In Your Gains.” There’s also a segment on annuity basics as well as how to win at retirement savings!Listen Sundays on KKNT 960 The Patriot at 8a, 550 KFYI at 9a and KTAR 92.3 at 3p.

May 14th, 2023

Matt and Rebecca talk about the unforgettable event in Scottsdale where bestselling author Tom Hegna was so generous with his time speaking to listeners at a free seminar.After that, the show gets into what impact a recession could have on your retirement plans as well as what the first steps of building a retirement plan should be as well as when a good time to change your retirement approach is (if at all).Listen Sundays on KKNT 960 The Patriot at 8a, 550 KFYI at 9a and KTAR 92.3 at 3p!

May 7th, 2023

The Federal Reserve said they expect a recession this year - what does that mean for us? Matt and Rebecca also talk about the future of “AI” in retirement planning as well as the exciting event coming up in Scottsdale featuring bestselling author Tom Hegna!Listen Sundays on KKNT 960 The Patriot at 8a, 550 KFYI at 9a and KTAR 92.3 at 3p!

April 30th, 2023

April 23rd, 2023

April 16th, 2023

Tax season is a time all of us have a keen eye on our finances…but what are some ways to keep an eye on things the rest of the year? What does it mean that the Treasury’s annual report said Social Security trust funds will begin to run out of money by 2034…and how lifestyle choices make a big impact on retirement.

April 9th, 2023

Podcast: How to stay calm during something like the Silicon Valley Bank collapse - an event that was a surprise to even the most experienced financial experts. How technology can help you build a retirement house and why you don’t have to put all your eggs in a 401k, IRA or annuity “basket,” but rather balance through diversification.

April 2nd, 2023

The Fed just raised rates for the ninth time in the past year…is there any end in sight to the rising interest rates? Matt and Rebecca talk about that as well as why some retirees and investors weren’t worried at all during the SVB bank run and how working after retirement impacts Social Security benefits.

March 26th, 2023

Matt and Rebecca talk about the impact rising interest rates could have on your retirement plans, the Federal Reserve warning about the possibility of a recession, what “longevity literacy” means and why it’s so important.

March 19th, 2023

Matt and Rebecca talk about what to make of the massive news that Silicon Valley Bank failed and how that impacts retirees. This week’s show also touches on the possibility of taking Social Security early and what annuities actually pay.Hear us every Sunday on KKNT 960 The Patriot at 8a and KTAR 92.3 at 3p!

March 12th, 2023

Why is it important to ask and make sure you are working with a fiduciary? Matt and Rebecca discuss that and also the differences between what is talked about on TV all the time and the actual concerns Matt hears about from his clients…Hear us every Sunday on KKNT 960 The Patriot at 8a and KTAR 92.3 at 3p!

March 5, 2023

Matt and Rebecca talk about how to combat the biggest retirement “enemies,” why annuities are experiencing an unprecedented surge in popularity…and Matt puts on his tweed jacket, plays professor and shares his retirement “syllabus!”

February 26, 2023

What can we learn from Tom Brady’s second retirement - and how he’s working as a broadcaster now following his football career? What are some of the questions people should be asking themselves about retirement finances? Rebecca and Matt also discuss how buying an annuity has become easier over the years.

February 19, 2023

How to sort through the “alphabet soup” of IRAs, 401ks and other retirement accounts, what questions advisers should definitely be asking retirees (and is it a red flag if they’re not asking those) and a deep dive into a helpful case study are all part of this great episode.

February 12, 2023

How mortgage rates impact everyone when it comes to retirement planning, why betting on sports might be fun - but gambling with your retirement sure isn’t and why it’s important to focus on generating an income stream in your golden years.

February 5, 2023

Matt and Rebecca discuss how to avoid how much you’ll receive in retirement, what some of the other big challenges in retirement are and some of the biggest “dos and don’ts” in an uncertain market fraught with volatility.

January 29, 2023

What impact will a recession have on your retirement plans? Matt and Rebecca talk about that as well as some smart moves to make in the early part of this (and any) calendar year.

January 22, 2023

Get your plan back on track after a rough 2022, how the SECURE 2.0 Act impacts retirees, what’s fact and what is fiction when it comes to annuities, how much you’ll need to retire are all topics for Matt and Rebecca this week.

January 15, 2023

Matt and Rebecca talk about Financial New Year's Resolutions, what probate is and why you want to avoid it (and how Matt can help!), if the "4% rule" is making a comeback and a recession in 2023 on the show this week.

January 8, 2023

January 1, 2023 - Happy New Year!

December 25th, 2022

December 18, 2022

December 11th, 2022

December 4th, 2022

November 27th, 2022

November 20th, 2022

November 13th, 2022

November 6, 2022

October 30th, 2022