Safe Money Weekly - 07.11.25
Published 6 days agoΒ β’Β 2 min read
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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.
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Top Blogs of The Week:
[blog 1] New Case Study: How One Couple Locked In $13,000/Month β Without Market Riskβ This 62-year-old couple didnβt want to gamble with their retirement. See how we used a market-protected income strategy to help them retire confidently with $13,000/month β guaranteed. π Read the full story hereβ
[blog 2] Want a 10% Return? Just Wait.β Delaying Social Security is like locking in a guaranteed 8β10% annual return β without taking on market risk. In this post, I break down why itβs often the safest, smartest income decision you can make. π Read more hereβ
[blog 3] Case Study: $10K/Month from a $1.3M Nest Eggβ This 65-year-old couple had $1.3M and a clear income goal β $10,000/month. See how we built a retirement plan that optimized their income, reduced taxes, and gave them peace of mind. π Read the full case studyβ
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Helpful Tools & Resources:
- New Roth Conversion Calculator Now Live!
Curious how much to convert β and when β to minimize taxes and maximize long-term growth? I built a simple tool to help you map it out.
- Complete Guide to Long-term Care Planning (New One-pager)
Long-term care isnβt just a future concernβitβs 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.
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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.
P.S. if you find this email helpful, forward it along to friends & family (and if you were forwarded this email, you can join the list here)
P.S.S. some helpful links & resources you might enjoy
Wanna chat finances? Schedule Some Time Hereβ
Letβs Connect:β βInstagram | YouTube | TikTokβ
Additional Resources:β βWebsite | My Testimonials | My Free Personal Development Booksβ
Shop Simplified Life Insurance Solutions (on your own) + Free Estate Planning Tools Hereβ
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Matthew R. Harris (aka Safe Money Matt)
Safety First. Income for Life.
Retirement Planner Specializing in Safety-First Income Planning β protecting retirement savings, minimizing market risk, and creating lifetime peace of mind.π° Tax-Efficient Income Strategies | Tax-free Wealth Transfer | Long-Term Care Planning | Social Security Optimization π Author | π Jesus Follower | βΎοΈ Ex-NCAA Athlete ππ»Subscribe to Safe Money Weekly for simple, effective strategies to retire with confidence π°