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Matthew R. Harris (aka Safe Money Matt)

Safe Money Weekly - 04.11.25


Happy Friday Reader!

Below is a weekly recap of my most popular videos and blogs. As always, don't hesitate to reach out to me directly if I can ever be a resource for you (via email, or through any of my social media channels).

Also, feel free to schedule your free Retirement Income Analysis.

Top Videos of the Week (all 1 min. or less):

  1. [CASE STUDY] How Much Does A $1,000,000 Annuity Actually Pay?!
  2. 7 Safety-First Strategies for Market Drops (that protect your retirement income)
  3. 3 Ways to Leverage Your Retirement Assets (rather than trying to preserve them)

New Blogs This Week:

Post 1 - What if you could lock in $8,000/month of income for life — and still grow your money?

That’s exactly what this 62-year-old couple did.

Instead of rolling the dice on the market or trying to "live off the interest," they used a smart, safety-first strategy to create reliable lifetime income without giving up long-term upside.

Post 2 - What if you could spend confidently in retirement — without worrying about the IRS taking a bigger and bigger bite each year?

This week’s blog breaks down 5 powerful ways to create tax-free income in retirement — including strategies that go beyond Roth IRAs.

Whether you're already retired or just planning ahead, these tools can help you keep more of what you’ve earned, reduce future tax burdens, and make your money last longer.

If you care about predictability, control, and lifetime income, this one’s for you.

As always, thanks for allowing me into your inbox. If there is any way that I can be a resource for you, please don't hesitate to reach out.

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P.S.S. some helpful links & resources you might enjoy

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Matthew R. Harris (aka Safe Money Matt)

Retirement Planner Specializing in Safety-First Income Planning — protecting retirement savings, minimizing market risk, and creating lifetime peace of mind.💰 Tax-Efficient Income Strategies | Tax-free Wealth Transfer | Long-Term Care Planning | Social Security Optimization 📚 Author | 💕 Jesus Follower | ⚾️ Ex-NCAA Athlete 👇🏻Subscribe to Safe Money Weekly for simple, effective strategies to retire with confidence 📰

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