The Money Talk: How to Protect Your Family—and Your Dignity—in Retirement

In this powerful episode of Money Matters with Mike, we tackle a topic that too many families avoid—the money talk. Whether you're planning for retirement, already living it, or supporting aging parents, open and honest financial conversations are key to protecting your future and your dignity.

Mike and Matt cover:

• Why now is the right time to talk money
• How to make your wishes known and protect your legacy
• What your family needs to know about your retirement goals
• The three phases of retirement—and how to plan for each
• How to approach long-term care and healthcare costs the smart way

Don't wait for a crisis to start the conversation. Tune in and learn how to have the talk that can change everything.

 

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About the show:
On the show, you will 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 reduce the total taxes they’ll be required to pay during their retirement.