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Matthew R. Harris (aka Safe Money Matt)

Safe Money Weekly - 05.09.25


Happy Friday Reader!

Below is a weekly recap of my most popular videos and blogs. As always, feel free to reach out to me directly if I can ever be a resource for you (via email, or through my social media channels).

Or, if you'd prefer schedule your free Retirement Income Analysis.

New Tools & Resources:

  • Complete Guide to Long-term Care Planning (New One-pager)

Long-term care isn’t just a future concern—it’s a planning opportunity today. This all-in-one guide breaks down the costs, risks, and strategies to help you protect your wealth and leverage LTC solutions before you need them.

  • Retirement Income Insider (free VIP group)

Here I'll share additional retirement planning tips + exclusive access to future Masterclasses, live Q&A's, and many other retirement resources!

  • Future, Guaranteed Income Calculator (free)

Run your own retirement income projections to see approximately how much, guaranteed income you can secure (now or in the future).

Note: this is done through 1 company I work with, so it's a good estimator, but there are often companies with higher payouts.

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

  1. [CASE STUDY] "We're 58 with $1.5M - Can We Retire at 62 and Travel with Our Kids!?"
  2. The 4 Primary Types of Annuities: Which One (If Any) Makes Sense For Your Retirement!?

New Blogs This Week:

🛑 The 3 Primary Risks That Can Derail Retirement
Even the best investment plan can fall short if you ignore these 3 risks: market volatility, longevity, and inflation. In this week’s post, I break down how each one impacts your income—and how to protect yourself with smart, sustainable planning.

👉 Read the Full Blog Post Here

🏥 The New Long-Term Care Insurance — With Tax-Free Legacy Potential
Traditional LTC insurance had problems. Today’s solutions are more flexible, easier to qualify for, and can even leave a tax-free legacy to your loved ones. In this post, I cover 5 powerful benefits you need to know.

👉 Read the Full Blog Post Here

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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Additional Resources:
Website | My Testimonials | My Free Personal Development Books

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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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