『Your Money Matters-The Pension Group』のカバーアート

Your Money Matters-The Pension Group

Your Money Matters-The Pension Group

著者： Michael Martinez - The Pension Group
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Your Money Matters with Michael Martinez, founder and president of The Pension Group, is a trusted source for financial information and education. Michael has more than 25 years experience helping families navigate their retirement journey. Here on Your Money Matters, he shares strategies that could help you reduce your taxes in retirement, develop income streams, and protect your savings.


© 2026 Your Money Matters-The Pension Group 個人ファイナンス 経済学
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  • Will your retirement income last as long as you do?

    Will your retirement income last as long as you do?
    2026/08/04

    Living longer is a blessing—but it also creates one of the biggest financial challenges retirees face.
    In this episode of Your Money Matters, Michael Martinez discusses how increasing life expectancy, rising healthcare costs, and future tax changes can impact your retirement plan. Learn why creating dependable income, planning for long-term care, and using tax-efficient strategies such as Roth conversions can help
    protect your financial future. Mike also shares why actively managing your investments, avoiding unnecessary risk, and finding purpose in retirement—whether through travel, part-time work, or an encore career—can help you enjoy
    retirement while preserving your wealth for years to come.
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    41 分
  • Could a simple pension mistake cost you thousands?

    Could a simple pension mistake cost you thousands?
    2026/07/30

    When it comes to retirement, timing matters—and small mistakes can have significant financial consequences.
    In this episode of Your Money Matters, Michael Martinez explains why reviewing your pension, retirement date, and old 401(k) accounts may uncover opportunities many retirees overlook. Learn how interest rates can affect lump-sum pension payouts, why clerical errors happen more often than you might think, and how a forgotten retirement account could be costing you more than you realize.
    Mike also discusses the importance of having a written retirement plan that coordinates your investments, taxes, Social Security, and guaranteed income into one comprehensive strategy designed to support your
    retirement goals.
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    42 分
  • Financial freedom starts before you retire

    Financial freedom starts before you retire
    2026/07/24

    Retirement isn't just about leaving your job—it's about having the financial freedom to live life on your terms.
    In this episode of Your Money Matters, Michael Martinez discusses why preparing for retirement should begin long before your last day of work. From unexpected layoffs and market volatility to creating reliable retirement income, Mike explains how thoughtful planning can help protect your financial future.
    You'll also learn why guaranteed income sources, diversified investment strategies, and proper estate, tax, and long-term care planning are essential components of a comprehensive retirement plan. Whether retirement is five years away or just around the corner, this episode offers practical strategies to help you
    build lasting financial confidence.
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    33 分
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