Money Matters with Mike

Many retirees face financial stress not because of bad luck, but because of bad decisions. Join us as we discuss the top missteps people make when planning for retirement and how you can steer clear of them to ensure a secure future. Listen to Previous Episodes: https://moneymatterswithmike.com/episodes/ Connect with Mike: https://moneymatterswithmike.com/contact/ | (704) 560-1573 Subscribe to our...

Don’t let Social Security be an afterthought in your retirement planning. We’ll guide you through key decisions, explain how benefits are calculated, and share tips to optimize your financial security.   Listen to Previous Episodes: https://moneymatterswithmike.com/episodes/ Connect with Mike: https://moneymatterswithmike.com/contact/ | (704) 560-1573 Subscribe to our YouTube Page: https://www.you...

Think estate planning is only for the wealthy? Think again! This week, Mike explores why everyone entering retirement needs an estate plan to protect their assets, avoid unnecessary taxes, and make their wishes known. Learn how to navigate the process with professional tips and practical advice.   Listen to Previous Episodes: https://moneymatterswithmike.com/episodes/ Connect with Mike: https://mo...

College athletics has gone through seismic shifts in the past couple of years, to NIL money, Conference realignments, and expanded College Football Playoff. In 2025, the entire business model is set to change and incorporate Revenue-sharing, possible employee status and more. This month's vignette expands on this further.  Listen to Previous Episodes: https://moneymatterswithmike.com/episodes/ Con...

Ready to take charge of your finances in 2025? In this episode, we cover key financial moves to set yourself up for success, from creating a realistic budget to investing for the future. Tune-in for actionable advice to achieve your money goals and start the year strong! Listen to Previous Episodes: https://moneymatterswithmike.com/episodes/ Connect with Mike: https://moneymatterswithmike.com/cont...

With Guest:  Dr. Chris DeRienzo, Chief Physician Executive & Senior Vice President, American Hospital Association Hospital patients are even safer today than they were in 2019. That’s according to a new report by the American Hospital Association (AHA). Retirement. Radio ’s Matt McClure speaks with Dr. Chris DeRienzo with the AHA about the study, what led to the results, and how lessons learne...

Income is much more important than one big “nest egg” number in retirement. This week, Mike tells you why that is – and how you can create an income that will help preserve your legacy. Plus, he has details on how you can do some good with your money this holiday season by helping your neighbors still suffering in the aftermath of Hurricane Helene. You’ll learn how you can help the Propane & P...

Inflation raises the cost of living, shrinking your savings’ purchasing power. Retirees often rely on fixed incomes like Social Security, which doesn’t always keep up. On this week’s show, Mike discusses some ways to “inflation-proof” your retirement. Plus, he has details on how you can do some good with your money this holiday season by helping your neighbors still suffering in the aftermath of H...

If you have a 401(k), IRA or another retirement account, you may think you have a solid retirement plan. Chances are you’re wrong. Having an account where your money can grow is great, but that doesn’t mean you actually have a plan. This week, Mike discusses why that is – and how working with a financial pro can reap lifelong benefits.   Listen to Previous Episodes: https://moneymatterswithmike.co...

Guest: Dr. William Logan, National Medical Director, Carelon Health Palliative Care   November is National Palliative Care Month. Seriously ill patients often juggle many doctor visits, complicated medication schedules, and care instructions. They also experience a range of emotions that comes with navigating complex condition management. Serious illness can also affect patients financially becaus...

So much happens in our lives that we have no control over. That’s why it’s important to control what you can. This week, Mike has some simple tips for taking the reins when it comes to your finances. You can’t alter the markets on Wall Street, but you can put a plan in place that will set you up for success no matter what happens with stocks.   Listen to Previous Episodes: https://moneymatterswith...

An estimated 180,000 service members transition to civilian life annually, according to the  Department of Labor. While veterans play a vital role in our communities and socie­­­­ty, they continue to face significant obstacles when entering the workforce. Matt McClure speaks with Lindsey Streeter, Senior VP of Global Military Affairs at Bank of America, about how veterans can make the transition f...

This time around, Mike highlights some simple habits that will set you up for retirement success. You’ll learn how wise investments and strategic savings can build a bright financial future, even for those who didn't start off wealthy. We will also take a look at the growing national debt and tell you why you should care about how it can affect your retirement plan.   Listen to Previous Episodes:...

This week, Mike highlights how for retirement allows you to bring future goals, needs, and concerns into the present. By understanding and preparing for them now, you can take steps today that will shape a comfortable and secure future. Plus, the USA is struggling compared to other countries when it comes to how we plan for retirement.   Listen to Previous Episodes: https://moneymatterswithmike.co...

Join us as we delve into the world of retirement planning and Social Security. This episode is packed with essential information to help you make informed decisions about your financial future.   Listen to Previous Episodes: https://moneymatterswithmike.com/episodes/ Connect with Mike: https://moneymatterswithmike.com/contact/ | (704) 560-1573 Subscribe to our YouTube Page: https://www.youtube.com...

On this week’s show, Mike analyzes a quote that says burying your head in the sand won’t make you invisible, but it will lead to suffocation. That is especially true when it comes to your finances. Mike will reveal some common problems people face when planning for retirement, and more importantly, he will give you insights on the solutions to those major issues.   Listen to Previous Episodes: htt...

GUEST : Jenn Jones, VP of Government Affairs, AARP   TOPIC : Each year the Social Security Administration announces the cost-of-living adjustment (COLA) for the upcoming year. Last week, leaders announced a 2.5% COLA for 2025. That is smaller than recent years – attributable to slowing inflation.   COLA increases are meant to offset rising prices including food, gas and living expenses. This year,...

This week, Mike reveals how truly preparing for retirement means considering healthcare costs, income streams, and unexpected expenses, ensuring you're not just snacking on financial solutions but enjoying a full feast! Embrace the wisdom of tackling problems head-on and learn how to build a robust retirement plan that will see you through life’s ups and downs. Why settle for appetizers when a ful...

GUESTS : Jason Menzo, CEO of the Foundation Fighting Blindness, and Michelle Glaze, Director of professional outreach of Foundation Fighting Blindness  (Michelle shares her own story about vision loss, as well). TOPIC : World Sight Day on Thursday, October 10, 2024, focuses the world’s attention on blindness and vision loss and the importance of eye care. To help spread awareness during October’s...

Guest : Debra Whitman, PhD, AARP’s Executive Vice President and Chief Public Policy Officer and former staff director for the Senate Special Committee on Aging   In her groundbreaking new book, Debra Whitman provides a road map for navigating, and celebrating, the second half of life. A globally recognized expert on aging, Whitman shares insights on longevity, brain health, financial planning, wor...

This week, Mike discusses concrete steps you can take to set your self up for retirement success. He walks you through each decade of your retirement planning journey and points out how your priorities – and strategies – must change as you go along. Listen to this episode to hear how you can have the retirement you’ve always dreamed of! Listen to Previous Episodes: https://moneymatterswithmike.com...

Fraud, identity theft and data breaches have become part of our everyday lives. So far in 2024, there have been more than 1,300 data breaches. Last year consumers reported losing more than $10 billion to fraud, the highest dollar amount ever reported, according to the Federal Trade Commission (FTC). Experian’s 2024 U.S. Identity and Fraud report reveals how consumers feel about cyber threats and t...

This week, Mike helps you discover the importance of setting clear goals, estimating costs accurately and creating a robust financial roadmap that can help you navigate the complexities of retirement. It’s time to redefine your destination and boldly stride toward a fulfilling retirement lifestyle. Listen to Previous Episodes: https://moneymatterswithmike.com/episodes/ Connect with Mike: https://m...

This week, the show focuses on difficult, but important, discussions. Thinking about life without your spouse is something nobody wants to do, but it’s essential to plan ahead so everyone is taken care of, no matter what happens. Mike discusses the different ways you can plan so you and your loved ones have peace of mind. Listen to Previous Episodes: https://moneymatterswithmike.com/episodes/ Conn...

On this week’s show, Mike Zaino discusses why it is so important to manage the small things in your financial life. Things like going out to eat too often, having too many monthly subscriptions and carrying a balance on your credit cards can have a huge impact on your overall retirement plan. He’ll share some tips to help get you on track – and stay there.   Listen to Previous Episodes: https://mo...