Bonus Episode: November is National Palliative Care Month! w/ Dr. William Logan, National Medical Director, Carelon Health Palliative Care

<div> <div class="public-DraftStyleDefault-block public-DraftStyleDefault-ltr"><span>Guest: Dr. William Logan, National Medical Director, Carelon Health Palliative Care</span></div> </div> <div> <div class="public-DraftStyleDefault-block public-DraftStyleDefault-ltr"><span> </span></div> </div> <div> <div class="public-DraftStyleDefault-block public-DraftStyleDefault-ltr"><span>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 because it's common for people with these conditions to end up in the hospital or emergency room on multiple occasions. The goal of palliative care is to improve patient well-being and provide comprehensive, wrap-around support throughout their treatment journey. And when loved ones choose palliative care, caregivers also get the help they need to take better care of themselves.</span></div> <div class="public-DraftStyleDefault-block public-DraftStyleDefault-ltr"> </div> <div class="public-DraftStyleDefault-block public-DraftStyleDefault-ltr"> </div> <div class="public-DraftStyleDefault-block public-DraftStyleDefault-ltr"><span>--</span></div> <div class="public-DraftStyleDefault-block public-DraftStyleDefault-ltr"> <p class="p1"><span class="s1"><strong>Listen to Previous Episodes:</strong> </span>https://moneymatterswithmike.com/episodes/</p> <p class="p2"><strong>Connect with Mike: </strong><a href="https://moneymatterswithmike.com/contact/">https://moneymatterswithmike.com/contact/</a> | <a href="">(704) 560-1573</a></p> <p class="p2"><strong>Subscribe to our YouTube Page:</strong> <a href="https://www.youtube.com/@MoneyMattersWithMike">https://www.youtube.com/@MoneyMattersWithMike</a></p> <p class="p2"><strong>About the show:<br /></strong>On the show, you’ll learn key strategies to help protect and grow your wealth and provide for lifetime guaranteed income. Mike is committed to helping retirees hold onto more of their hard-earned wealth and is a big advocate of helping his clients <strong>reduce the total taxes</strong> they’ll be required to pay during their retirement.</p> </div> </div>

00:06:19

Control the Controllables

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.</p>  </p> <p class="p1"><span class="s1"><strong>Listen to Previous Episodes:</strong> </span>https://moneymatterswithmike.com/episodes/</p> <p class="p2"><strong>Connect with Mike: </strong><a href="https://moneymatterswithmike.com/contact/">https://moneymatterswithmike.com/contact/</a> | <a href="">(704) 560-1573</a></p> <p class="p2"><strong>Subscribe to our YouTube Page:</strong> <a href="https://www.youtube.com/@MoneyMattersWithMike">https://www.youtube.com/@MoneyMattersWithMike</a></p> <p class="p2"><strong>About the show:<br /></strong>On the show, you’ll learn key strategies to help protect and grow your wealth and provide for lifetime guaranteed income. Mike is committed to helping retirees hold onto more of their hard-earned wealth and is a big advocate of helping his clients <strong>reduce the total taxes</strong> they’ll be required to pay during their retirement.</p>

00:29:59

Bonus Episode: Happy Veterans Day w/ Guest Lindsey Streeter, Senior Vice President of Global Military Affairs at Bank of America

An estimated 180,000 service members transition to civilian life annually, according to the <a href="https://www.dol.gov/sites/dolgov/files/VETS/files/Employer-Guide-to-Hiring-Veterans-20231101.pdf">Department of Labor.</a> 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 from military to civilian life – and what employers can do to help.</p>  </p> <p class="p1"><span class="s1"><strong>Listen to Previous Episodes:</strong> </span>https://moneymatterswithmike.com/episodes/</p> <p class="p2"><strong>Connect with Mike: </strong><a href="https://moneymatterswithmike.com/contact/">https://moneymatterswithmike.com/contact/</a> | <a href="">(704) 560-1573</a></p> <p class="p2"><strong>Subscribe to our YouTube Page:</strong> <a href="https://www.youtube.com/@MoneyMattersWithMike">https://www.youtube.com/@MoneyMattersWithMike</a></p> <p class="p2"><strong>About the show:<br /></strong>On the show, you’ll learn key strategies to help protect and grow your wealth and provide for lifetime guaranteed income. Mike is committed to helping retirees hold onto more of their hard-earned wealth and is a big advocate of helping his clients <strong>reduce the total taxes</strong> they’ll be required to pay during their retirement.</p>

00:06:57

Learning From the Habits of Wealthy Retirees

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.</p>  </p> <p class="p1"><span class="s1"><strong>Listen to Previous Episodes:</strong> </span>https://moneymatterswithmike.com/episodes/</p> <p class="p2"><strong>Connect with Mike: </strong><a href="https://moneymatterswithmike.com/contact/">https://moneymatterswithmike.com/contact/</a> | <a href="">(704) 560-1573</a></p> <p class="p2"><strong>Subscribe to our YouTube Page:</strong> <a href="https://www.youtube.com/@MoneyMattersWithMike">https://www.youtube.com/@MoneyMattersWithMike</a></p> <p class="p2"><strong>About the show:<br /></strong>On the show, you’ll learn key strategies to help protect and grow your wealth and provide for lifetime guaranteed income. Mike is committed to helping retirees hold onto more of their hard-earned wealth and is a big advocate of helping his clients <strong>reduce the total taxes</strong> they’ll be required to pay during their retirement.</p>

00:30:00

Set Yourself Up for Retirement Success

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.</p> <p class="p1"> </p> <p class="p1"><span class="s1"><strong>Listen to Previous Episodes:</strong> </span>https://moneymatterswithmike.com/episodes/</p> <p class="p2"><strong>Connect with Mike: </strong><a href="https://moneymatterswithmike.com/contact/">https://moneymatterswithmike.com/contact/</a> | <a href="">(704) 560-1573</a></p> <p class="p2"><strong>Subscribe to our YouTube Page:</strong> <a href="https://www.youtube.com/@MoneyMattersWithMike">https://www.youtube.com/@MoneyMattersWithMike</a></p> <p class="p2"><strong>About the show:<br /></strong>On the show, you’ll learn key strategies to help protect and grow your wealth and provide for lifetime guaranteed income. Mike is committed to helping retirees hold onto more of their hard-earned wealth and is a big advocate of helping his clients <strong>reduce the total taxes</strong> they’ll be required to pay during their retirement.</p>

00:30:00

Income Planning for Retirement + Info on Social Security

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.</p>  </p> <p class="p1"><span class="s1"><strong>Listen to Previous Episodes:</strong> </span>https://moneymatterswithmike.com/episodes/</p> <p class="p2"><strong>Connect with Mike: </strong><a href="https://moneymatterswithmike.com/contact/">https://moneymatterswithmike.com/contact/</a> | <a href="">(704) 560-1573</a></p> <p class="p2"><strong>Subscribe to our YouTube Page:</strong> <a href="https://www.youtube.com/@MoneyMattersWithMike">https://www.youtube.com/@MoneyMattersWithMike</a></p> <p class="p2"><strong>About the show:<br /></strong>On the show, you’ll learn key strategies to help protect and grow your wealth and provide for lifetime guaranteed income. Mike is committed to helping retirees hold onto more of their hard-earned wealth and is a big advocate of helping his clients <strong>reduce the total taxes</strong> they’ll be required to pay during their retirement.</p> <p class="p3"> </p>

00:30:00

Don’t Bury Your Head in the Sand

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.</p>  </p> <p class="p1"><span class="s1"><strong>Listen to Previous Episodes:</strong> </span>https://moneymatterswithmike.com/episodes/</p> <p class="p2"><strong>Connect with Mike: </strong><a href="https://moneymatterswithmike.com/contact/">https://moneymatterswithmike.com/contact/</a> | <a href="">(704) 560-1573</a></p> <p class="p2"><strong>Subscribe to our YouTube Page:</strong> <a href="https://www.youtube.com/@MoneyMattersWithMike">https://www.youtube.com/@MoneyMattersWithMike</a></p> <p class="p2"><strong>About the show:</strong></p> <p class="p2">On the show, you’ll learn key strategies to help protect and grow your wealth and provide for lifetime guaranteed income. Mike is committed to helping retirees hold onto more of their hard-earned wealth and is a big advocate of helping his clients <strong>reduce the total taxes</strong> they’ll be required to pay during their retirement.</p>

00:30:00

Social Security Announces Lowest Cost of Living Adjustment in Four Years

<div> <div class="public-DraftStyleDefault-block public-DraftStyleDefault-ltr"><strong>GUEST</strong><span><strong>:</strong> Jenn Jones, VP of Government Affairs, AARP</span></div> <div class="public-DraftStyleDefault-block public-DraftStyleDefault-ltr"> </div> </div> <div> <div class="public-DraftStyleDefault-block public-DraftStyleDefault-ltr"><strong>TOPIC</strong><span><strong>:</strong> 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.</span></div> <div class="public-DraftStyleDefault-block public-DraftStyleDefault-ltr"> </div> </div> <div> <div class="public-DraftStyleDefault-block public-DraftStyleDefault-ltr"><span>COLA increases are meant to offset rising prices including food, gas and living expenses. This year, retirees on a fixed income have struggled to keep up with inflation and the 2025 COLA is expected to provide some relief.</span></div> <div class="public-DraftStyleDefault-block public-DraftStyleDefault-ltr"> </div> <div class="public-DraftStyleDefault-block public-DraftStyleDefault-ltr"> </div> <div class="public-DraftStyleDefault-block public-DraftStyleDefault-ltr"> <p class="p1"><span class="s1"><strong>Listen to Previous Episodes:</strong> </span>https://moneymatterswithmike.com/episodes/</p> <p class="p2"><strong>Connect with Mike: </strong><a href="https://moneymatterswithmike.com/contact/">https://moneymatterswithmike.com/contact/</a> | <a href="">(704) 560-1573</a></p> <p class="p2"><strong>Subscribe to our YouTube Page:</strong> <a href="https://www.youtube.com/@MoneyMattersWithMike">https://www.youtube.com/@MoneyMattersWithMike</a></p> <p class="p2"><strong>About the show:<br /></strong>On the show, you’ll learn key strategies to help protect and grow your wealth and provide for lifetime guaranteed income. Mike is committed to helping retirees hold onto more of their hard-earned wealth and is a big advocate of helping his clients <strong>reduce the total taxes</strong> they’ll be required to pay during their retirement.</p> </div> </div>

00:06:50

The Ingredients for a Successful Retirement

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 full-course meal awaits?</p>  </p> <p class="p1"><span class="s1"><strong>Listen to Previous Episodes:</strong> </span>https://moneymatterswithmike.com/episodes/</p> <p class="p2"><strong>Connect with Mike: </strong><a href="https://moneymatterswithmike.com/contact/">https://moneymatterswithmike.com/contact/</a> | <a href="">(704) 560-1573</a></p> <p class="p2"><strong>Subscribe to our YouTube Page:</strong> <a href="https://www.youtube.com/@MoneyMattersWithMike">https://www.youtube.com/@MoneyMattersWithMike</a></p> <p class="p2"><strong>About the show:<br /></strong>On the show, you’ll learn key strategies to help protect and grow your wealth and provide for lifetime guaranteed income. Mike is committed to helping retirees hold onto more of their hard-earned wealth and is a big advocate of helping his clients <strong>reduce the total taxes</strong> they’ll be required to pay during their retirement.</p>

00:29:59

Vision Loss Awareness with Jason Menzo, CEO of the Foundation Fighting Blindness, and Michelle Glaze, Director of Professional Outreach for Foundation Fighting Blindness

<p class="x_MsoNormal"><strong><u>GUESTS</u></strong>: Jason Menzo, CEO of the Foundation Fighting Blindness, and Michelle Glaze, Director of professional outreach of Foundation Fighting Blindness <em>(Michelle shares her own story about vision loss, as well).</em></p> <p class="x_MsoNormal"><strong><u>TOPIC</u></strong>: 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 Blindness Awareness Month, the Foundation Fighting Blindness invites individuals to share their unique experiences with blinding diseases through the social media campaign, #ShareYourVision.</p> <p class="x_MsoNormal">This year’s campaign celebrates the unique and diverse ways in which individuals experience vision loss.</p> <p class="x_MsoNormal"> </p> <p class="p1"><span class="s1"><strong>Listen to Previous Episodes:</strong> </span>https://moneymatterswithmike.com/episodes/</p> <p class="p2"><strong>Connect with Mike: </strong><a href="https://moneymatterswithmike.com/contact/">https://moneymatterswithmike.com/contact/</a> | <a href="">(704) 560-1573</a><strong> </strong></p> <p class="p2"><strong>Subscribe to our YouTube Page:</strong> <a href="https://www.youtube.com/@MoneyMattersWithMike">https://www.youtube.com/@MoneyMattersWithMike</a></p> <p class="p2"><strong>About the show:<br /></strong>On the show, you’ll learn key strategies to help protect and grow your wealth and provide for lifetime guaranteed income. Mike is committed to helping retirees hold onto more of their hard-earned wealth and is a big advocate of helping his clients <strong>reduce the total taxes</strong> they’ll be required to pay during their retirement.</p>

00:08:42