Retirement Shield Radio with Matt Dworetsky cover art

Retirement Shield Radio with Matt Dworetsky

Retirement Shield Radio with Matt Dworetsky

By: Matt Dworetsky
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About this listen

 Retirement Shield is all about helping people identify and prepare for retirement mistakes: not getting the most from Social Security, not making a lifetime income plan, paying more taxes than necessary, and failing to protect your nest egg from market volatility and fees. As you approach retirement, or if you're already in it, the most important thing to protect is your retirement. Just as every soldier needs a defense, every retirement needs a shield. As one of the top advisors in the industry, Matthew has been honored with the Million Dollar Roundtable Award 4 years in a row, which is an award only given to the elite advisors in the top 1% of the industry. With a background working as a National Sales Manager for Federal Benefits at One Life America, you are hard pressed to find someone with more experience helping you plan for the later years in life! Matt has been helping clients maximize their retirement for 9 years by creating plans that are personal to each of his client's goals. Whether you are a federal employee, small business owner, or any person looking to set up your retirement the right way, Matt is an advisor that will help you create a legacy and plan for retirement pitfalls. Matthew's job is to help you look forward and plan-ahead to cut future tax bills and avoid unwanted risks. Matt is happily married to his wife Lin. Together, they have worked to make Dworetsky Financial a family atmosphere, viewing each one of their clients as a member of their family.Ⓒ Broadcasting Experts, LLC. Economics Personal Finance
Episodes
  • Divorce Mistakes After 50 - How To Get The Most Out of Your Nest Egg In Retirement - Market Volatility Tips

    Divorce Mistakes After 50 - How To Get The Most Out of Your Nest Egg In Retirement - Market Volatility Tips
    Jun 11 2021

    Coming up on this week's show, Matt Dworetsky will give tips on how to protect your financial future by avoiding common mistakes in divorce after 50. He will also offer advice about the decumulation process and what you should and shouldn't be doing and what steps you need to take to weather a market volatility storm and so much more!

    To get your questions answered by Matt and the team, call or text PLANNING to 800-517-1575. Dworetskyfinancial.com
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    50 mins
  • Secure Act 2.0 - What You Need To Know - Recession Fears - Good News/Bad News On Expenses In Retirement

    Secure Act 2.0 - What You Need To Know - Recession Fears - Good News/Bad News On Expenses In Retirement
    Jun 4 2021

    Coming up on this week's show, Matt Dworetsky explains what you need to know about Secure Act 2.0 and why it has a good possibility of passing in Congress. Economic experts say we had a recession of sorts when COVID-19 hit last year but will we have a longer one sooner than later? Matt will give us the scoop on that. Plus, he will also talk about expenses in retirement and why it is so important to have a plan in place and so much more!



    To get your questions answered by Matt and the team, call or text PLANNING to 800-517-1575. Dworetskyfinancial.com
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    51 mins
  • How To Have A Smooth Transition Into Retirement - Dealing With The Loss Of A Spouse and Dealing With Risk

    How To Have A Smooth Transition Into Retirement - Dealing With The Loss Of A Spouse and Dealing With Risk
    May 28 2021

    Coming up on this week's show, Matt Dworetsky will give you the steps on how to have a smooth transition into retirement and it all begins with a plan. Losing a spouse is never easy and that includes making financial decisions. He'll explain how not to make costly mistakes when going through that difficult time. Matt will also take a look at some common risks and see if they are worth taking and a whole lot more!

    To get your questions answered by Matt and the team, call or text PLANNING to 800-517-1575. Dworetskyfinancial.com
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    51 mins
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