Matt Andress

Matt Andress Life insurance and annuities are issued by The Prudential Insurance Company of America, Newark, NJ, and its affiliates. EEO IS THE LAW.

Licensed to sell Life insurance in the following state(s): AL, CA, FL, GA
Licensed to sell Health insurance in the following state(s): AL, CA, FL, GA
Licensed to sell Variable Life insurance in the following state(s): AL, CA, FL, GA
Licensed to sell Property & Casualty insurance in the following state(s):
Licensed to sell Mutual Funds in the following state(s): AL, FL, GA
Licensed to sell Fixed A

nnuities in the following state(s): AL, CA, FL, GA
Licensed to sell Variable Annuities in the following state(s): AL, CA, FL, GA

Please see additional disclosures here:https://hsl-pnw-downloadable-files.s3.amazonaws.com/967/fbdisclosureslandingpage-d2d9993d60ab470bbe206c25a6a73b2e.pdf

"Prudential Advisors” is a brand name of The Prudential Insurance Company of America and its subsidiaries. Securities products and services are offered through Pruco Securities, LLC (Pruco) (Member SIPC). All are Prudential Financial companies and each is solely responsible for its own financial condition and contractual obligations. The availability of other products varies by carrier and state. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, s*x, s*xual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. The Prudential Insurance Company of America, Newark, NJ and its affiliates. Prudential is an Employer that participates in E-Verify.

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06/26/2026

Protecting your family legacy starts with conversations you haven't had yet.

After a long day of client meetings, I'm reflecting on the critical importance of planning for the future. This video covers why proactive legacy planning matters and how to secure your family's financial well-being.

If you want to ensure your future is protected, subscribe for more insights on building a lasting legacy.

Don't put off for tomorrow what you can accomplish today, let's talk!
https://calendly.com/matt-andress-convergentfp

06/24/2026

Is the travel time between Montgomery and Orange Beach worth the meeting?

I think you so! Everybody matters and while I understand that I might not be able to physically always be able to meet my clients wherever they are. I do believe in human connection.

Follow along the journey with this prospective client. Being a financial advisor is more than just crunching numbers. It's about together accomplishing a goal that takes care of you for life and it starts with hello!

You've spent decades climbing.Long hours. Disciplined saving. Reinvested returns. Delayed gratification. By every measur...
06/23/2026

You've spent decades climbing.Long hours. Disciplined saving. Reinvested returns. Delayed gratification. By every measure, you've done the work. And now — five, maybe seven years out from retirement — you feel like you're finally close...

Are you 5–10 years from retirement? You're in the Retirement Red Zone — the most critical window for protecting your wealth. Matt Andress breaks down the 3 essential shifts in risk, income, and lifestyle that determine whether you retire with confidence or regret.

06/17/2026

Your financial mindset needs to adapt for the retirement phase.

What worked during the accumulation phase won't typically sustain sensible, scheduled, and systematic retirement spending.

This video offers crucial insights into effective retirement planning and how to adjust your money management to support retirement income, helping ensure a smooth transition into your golden years.

Watch the full video on my YouTube channel

06/17/2026

Your financial mindset before retirement might not be the best approach during your golden years.

This video offers crucial retirement advice on adapting your retirement investing with a focus on a secure future. It emphasizes the need for stability, a system, and a plan over high returns, marking a significant retirement transition in your financial planning journey.

This approach is key for effective money management as you enter this new phase of life.

Watch the full video on this on my YouTube channel

🚨 WATCH the full video on my YouTube channel  🚨Are you 5 years from retirement and unsure about your financial future? T...
06/17/2026

🚨 WATCH the full video on my YouTube channel 🚨

Are you 5 years from retirement and unsure about your financial future?

This video introduces the critical retirement red zone, a crucial period for dedicated retirement planning.

Discover essential retirement strategies and receive practical retirement advice designed for a secure financial future.

It's time for serious retirement preparation to make your golden years truly golden.

https://www.youtube.com/

05/11/2026

Join me as I discuss the challenges of an expedition, using the powerful metaphor of Everest climbing to illustrate the planning and preparation involved in achieving significant goals.

Just like in mountain climbing, the journey requires immense effort and resources.

This video offers an explanation of how to approach these challenges, emphasizing the importance of thorough planning for both ascent and descent, much like in personal development journeys.

05/11/2026

We discuss three crucial aspects of financial planning: effective risk management for proper investment categorization, strategic income planning to determine spending sources including RMDs, and the importance of lifestyle reframing.

This video offers practical retirement planning insights to help you make sound financial choices.

It's all about smart money management for a secure future.

05/11/2026

Understanding market dynamics is key for smart investing.

This video illustrates how a stock market crash impacts your portfolio, emphasizing that recovering from a loss requires a larger percentage gain.

It's crucial for long term investing to grasp these nuances and prepare for potential stock market correction" events.

This vital personal finance insight helps you protect your assets.

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Montgomery, AL
36117

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