by Shelby Todd | Dec 16, 2024 | Episodes
What does your ideal retirement look like? Traveling with your husband, wife or partner? Spending time with friends? Reinventing yourself and launching a new career? Whatever the goal, Matt will tell you how you can get closer to achieving it. Plus, he will tell you...
by Shelby Todd | Dec 9, 2024 | Episodes
It’s down to the wire for Medicare recipients. The Annual Enrollment Period (AEP) deadline in December 7th. Matt speaks with Dr. Meena Seshamani, Director of the Center for Medicare at the Centers for Medicare and Medicaid Services (CMS) about what you need to do...
by Shelby Todd | Nov 23, 2024 | Episodes
Legal protections and benefits significantly influence retirement planning for LGBTQ+ individuals, affecting areas such as Social Security, inheritance rights, healthcare decisions, and access to spousal benefits. This week, Matt discusses all of these areas and more...
by Shelby Todd | Nov 11, 2024 | Episodes
On this edition of the show, Matt discusses how retirement looks different now than it did for previous generations. Plus, he talks about how you can stay agile and adjust your plan for future success. And he analyzes a quote from Ellen DeGeneres about the importance...
by Shelby Todd | Nov 4, 2024 | Episodes
On this edition of the show, Matt discusses how retirement looks different now than it did for previous generations. Plus, he talks about how you can stay agile and adjust your plan for future success. And he analyzes a quote from Ellen DeGeneres about the importance...