Financial Fundamentals: 9 Ways to Retire Comfortably—No Matter What You’ve Saved
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Financial Fundamentals: 9 Ways to Retire Comfortably—No Matter What You’ve Saved
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On this week’s episode of Money Matters with Mike, Mike Zaino and co-host Matt McClure go back to basics and unpack the essential strategies to help you retire confidently—no matter how much you’ve saved so far.
Learn how to:
✅ Maximize your Social Security benefits
✅ Eliminate your mortgage and boost monthly cash flow
✅ Build a personal pension for lifetime income
✅ Make smart, tax-efficient investment decisions
✅ Avoid emotional investing mistakes
✅ Use Roth conversions for long-term tax savings
✅ Create a spending plan that works
✅ Adopt the financial habits of the wealthy
Whether you're nearing retirement or already there, this episode is packed with actionable advice to help you live a comfortable and stress-free retirement.
Ready for a personalized plan? Schedule your free consultation now: MoneyMattersWithMike.com
Call Mike directly at: 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.