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Matthew R. Harris (aka Safe Money Matt)

Safe Money Weekly - 07.11.25


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.

Top Blogs of The Week:

[blog 1] New Case Study: How One Couple Locked In $13,000/Month β€” Without Market Risk​
This 62-year-old couple didn’t 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.
πŸ‘‰ Read the full story here​

[blog 2] Want a 10% Return? Just Wait.​
Delaying Social Security is like locking in a guaranteed 8–10% annual return β€” without taking on market risk. In this post, I break down why it’s often the safest, smartest income decision you can make.
πŸ‘‰ Read more here​

[blog 3] Case Study: $10K/Month from a $1.3M Nest Egg​
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.
πŸ‘‰ Read the full case study​

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 isn’t just a future concernβ€”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.

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 Here​

Let’s Connect:​
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Additional Resources:​
​Website | My Testimonials | My Free Personal Development Books​

Shop Simplified Life Insurance Solutions (on your own) + Free Estate Planning Tools Here​

8860 Westminster Blvd. , Westminster, CO 80031 Unsubscribe Β· Preferences​

Matthew R. Harris (aka Safe Money Matt)

Retirement Planner Specializing in Safety-First Income Planning β€” protecting retirement savings, minimizing market risk, and creating lifetime peace of mind.πŸ’° Tax-Efficient Income Strategies | Tax-free Wealth Transfer | Long-Term Care Planning | Social Security Optimization πŸ“š Author | πŸ’• Jesus Follower | ⚾️ Ex-NCAA Athlete πŸ‘‡πŸ»Subscribe to Safe Money Weekly for simple, effective strategies to retire with confidence πŸ“°

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