Money Matters with Al & Mike
10/24/26 Money Matters
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10/17/26 Money Matters
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10/10/26 Money Matters Social Security Part 1
Mike and Al covers claiming basics - full retirement age, early vs. delayed credits, and how lifetime earnings history determines your benefit. They explain spousal, divorced-spouse, and survivor benefits, and how working while claiming can trigger the earnings test before full retirement age. Taxe…
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10/03/26 7 Principles of Long Term Investing
Mike and Al lay out seven bedrock habits for compounding over decades start with clear goals and the right risk mix, diversify broadly, and automate saving so contributions continue through all markets. They stress discipline over prediction: stick to a written plan, rebalance on schedule, and igno…
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09/26/26 Estate Strategies Part 2
Mike and Al continues their deep dive into how real estate fits into a diversified retirement and investment plan - contrasting direct ownership, REITs, and private placements. They highlight tax advantages such as depreciation, 1031 exchanges, and using self-directed IRAs for property investments,…
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09/19/26 Estate Strategies Part 1
Mike and Al lays out the building blocks of an estate plan - wills vs. revocable living trusts, proper titling, and keeping beneficiary designations current to avoid probate surprises. They stress pairing financial powers of attorney and healthcare directives with your plan so someone you trust can…
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09/12/26 Money Matters
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09/05/26 Retirement Regrets
Mike and Al discusses common regrets retirees have such as retiring without a clear plan, underestimating inflation or healthcare costs, or remaining too tied to a job for identity rather than purpose. They highlight how mis-timing retirement (either too early or too late) and failing to update the…
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08/29/26 Money Matters
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08/22/26 Investing Wisely Part 1
Mike and Al breaks down what “wise investing” really meansstarting with clear goals, a realistic risk tolerance, and matching time horizons to the right mix of assets. They emphasize process over predictions: broad diversification, disciplined rebalancing, and dollar-cost averaging to keep emotions…
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