Remember those New Year’s resolutions you made to start 2024? How are they going for you these days? This week, Mike has some things you can do to give yourself a financial checkup as we approach the halfway point of the year. Plus, he has an update on Social Security and when its trust funds may run out of money. And he discusses the details of different types of annuities so you can determine which may be best for you.

Call Mike Zaino today at (704) 560-1573

Schedule Your Free Retirement Consultation at MoneyMattersWithMike.com

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On this week’s show, Mike marks Annuity Awareness Month with a look at how you can build your own personal pension and generate an income for life. Plus, what is your Social Security strategy? We can help you make better financial decisions when it comes to the program. And have you heard of the Iron Nun? She’s got an amazing life story and that makes her our Retiree of the Week!

Call Mike Zaino today at (704) 560-1573

Schedule Your Free Retirement Consultation at MoneyMattersWithMike.com

Subscribe to our YouTube Channel for Episode Highlights and More!

On this week's show, Mike tells you why there’s a “U-Shaped Spending Curve” in retirement and how you can be prepared for it. Plus, Social Security is getting a bit of a lifeline in the latest government reports, but don’t let that be an excuse to delay planning for a retirement income stream of your own.

Call Mike Zaino today at (704) 560-1573

Schedule Your Free Retirement Consultation at MoneyMattersWithMike.com

Subscribe to our YouTube Channel for Episode Highlights and More!