Show Notes
Retirement isn’t just about stopping work—it’s about starting life on your terms. But without the right plan, retirement can become a different kind of stress.
In this episode of Money Matters with Mike, host Mike Zaino and producer Matt McClure walk you through a step-by-step summer checklist to upgrade your retirement plan. Whether you’re five years from retirement or already enjoying your golden years, this episode is packed with practical tips to help you optimize, protect, and enjoy your retirement savings.
What You’ll Learn:
- 5 crucial steps to improve your retirement plan today
- Why Social Security alone isn’t enough (even with higher checks in 2025)
- The power of decumulation—and how to shift from saving to spending
- The surprising impact of inflation on your future purchasing power
- How working with a pro can reduce stress and increase peace of mind
Mike also shares how a free, no-obligation consultation could be the key to turning your nest egg into a confident, sustainable future.
You deserve a retirement that feels like freedom—not fear.
Schedule your consultation:
Visit MoneyMattersWithMike.com
Or call 704-560-1573
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Ready to test the strength of your plan?
Schedule a FREE consultation with Mike Zaino today:
MoneyMattersWithMike.com
Call or text: (704) 560-1573
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/@MoneyMattersWithMike
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.