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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 📰

Safe Money & Retirement Income Planning

Safe Money Weekly - 04.25.25

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: 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!...
Safe Money & Retirement Income Planning

Safe Money Weekly - 04.18.25

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: 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!...
Safe Money & Retirement Income Planning

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): [CASE STUDY] How Much Does A $1,000,000 Annuity Actually Pay?! 7 Safety-First Strategies for Market Drops (that protect your retirement income) 3 Ways to...
Safe Money & Retirement Income Planning

Safe Money Weekly - 04.04.25

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): [CASE STUDY] My Wife and I are 60 with $1.1M, Can We Retire at 65?! (with 80% of income completely shielded from market losses) New for 2025: SUPER 401k...
Safe Money & Retirement Income Planning

Safe Money Weekly - 03.28.25

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): [NEW CASE STUDY] My Wife and I Are 62 with $1.5M, Can We Retire at 67?! (without depleting our portfolio) - full review below 3 Critical Planning Objectives...
Safe Money & Retirement Income Planning

Safe Money Weekly - 03.21.25

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. And if it's been awhile since we chatted, let's reconnect & update things... (here's an example of a Retirement Income Analysis of mine below): I like to categorize retirement income as either...
Safe Money & Retirement Income Planning

Safe Money Weekly - 03.14.25

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): [NEW CASE STUDY] 62-year-old Couple with Annuity + $1.8M Retires Using A Market-protected Income Strategy (with $1M lower guardrail and $2.5M upper...
Safe Money & Retirement Income Planning

Safe Money Weekly - 03.07.25

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. And if it's been awhile since we chatted, let's reconnect & update things... (here's an example of a Retirement Income Analysis of mine below): I like to categorize retirement income as either...
Safe Money & Retirement Income Planning

Safe Money Weekly - 02.28.25

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. And if it's been awhile since we chatted, let's reconnect & update things... There have been a lot of changes in the industry, including some HUGE, upcoming Social Security changes in 2025 (that may...
Safe Money & Retirement Income Planning

Safe Money Weekly - 02.21.25

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. And if it's been awhile since we chatted, let's reconnect & update things... There have been a lot of changes in the industry, including some HUGE, upcoming Social Security changes in 2025 (that may...

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 📰