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 📰
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 Videos of the Week (all 1 min. or less): [Case Study] 60-year-old Couples Wants $11,000/month of Guaranteed Income in 5 Years! (with total protection against retiring in a bear market) 4 Ways to Supercharge...
Safe Money Weekly [Happy 4th!] - 07.04.25
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 Videos of the Week (all 1 min. or less): [Case Study] How This Couple Increased Retirement Income By Almost 20% to $16,000/month (without relying 100% on the market!) 7 Questions You MUST Ask Yourself As You...
Safe Money Weekly + New Roth Conversion Calculator - 06.27.25
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 Videos of the Week (all 1 min. or less): [Case Study] If You Need $5,000/month of Portfolio Income in Retirement - How Much Do You Really Need Saved!? The Truth About Working & Claiming Social Security Early...
Safe Money Weekly + New Roth Conversion Calculator - 06.20.25
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 Videos of the Week (all 1 min. or less): [Case Study + Tax Tips] 59-year-old Couple Converts $800k IRA Into $1.6M Tax-free Roth! (with no market risk & no fees) Increase Your Portfolio Income by 37.5% with...
Safe Money Weekly - 06.13.25
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 Videos of the Week (all 1 min. or less): [Tax Tips] The Top 5 Strategies to Minimize Taxes & Maximize Your Pre-tax Retirement Accounts The Most Overlooked Risk for Soon-to-be Retirees (and why it could derail...
Safe Money Weekly - 06.06.25
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,...
Safe Money Weekly - 05.23.25
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,...
Safe Money Weekly - 05.16.25
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,...
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,...
Safe Money Weekly - 05.02.25
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,...
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 📰