All Episodes
The Retirement Nerds — 51 episodes
When to Switch to an S-Corp (And When NOT To)
Why Roth Conversions Should Be Your LAST Retirement Priority - NOT Your First
We Ran the Numbers: When Singles vs Married Couples Should Take Social Security
The Social Security Break Even Points That Everyone Misses
The Social Security Menu: 4 Benefits, But Most Retirees Only Know About 1
How Your Social Security Benefit Is Calculated And How You Can Increase Your Monthly Payment
Is Long-Term Care Insurance Worth It? Here's What to Consider
The Truth About Annuities And What Every Person Needs to Know Before Buying One
The RMD Reality Check Every Retiree Needs
Roth IRA 5-Year Rules: How to Avoid Penalties & Taxes
The Family Conversation Nobody Wants to Have: How to Help Your Parents With Estate Planning
Watch This Before You Do A Roth Conversion
Why Smart People Still Don’t Have an Estate Plan
CPA Explains How to Gift Money to Your Kids the Right Way
When a Trust is a Waste of Money (And When It's Not)
Tax Expert: How the News Triggered a $22,000 Tax Bill
Your Best Financial Year: This Will Change How You Think About Your Finances
How to Make Big Purchases Without Triggering a TAX BOMB
The Bold Move Some States Are Making Against Medicare Advantage Plans
Do You Know Your Net Worth? (And Why It Matters)
16 Roth Mistakes Many People Make (and How to Avoid Them)
When Should You Update Your Will or Trust? | Estate Planning w/ Jim Burch
Social Security Tax Explained – How to Do the Math & How It Affects Your Roth Conversions
The 8 Reasons Why You Should Consider Roth Conversions (Or Not)
Roth vs Traditional – Where Most People Get the Math Wrong
The Right Way to Fund Your Trust - The 7 Key Assets To Get Into Your Trust
How the Big Beautiful Bill Changes Social Security Taxes for Seniors (Roth Conversions)
Which Trust Is Right for You? Revocable vs Irrevocable Explained
Giving Cash Is The LEAST Effective Way to Donate to Charity
Are You Prepared For Long Term Care? | Long Term Care 101
Simple Ways to Reduce Your Taxes Immediately and Save Thousands
10 Retirement Myths From Canada You May Not Want to Believe
Questions to Ask a Financial Advisor to Get to the TRUTH
Why the S&P 500 Index May Not Be Your Benchmark - DIY Investing with Zacc Call
Stop Losing Money to Taxes When You Understand America's Tax Basics with Zacc Call
The Important Responsibilities of Successor Trustees, Executors, and Powers of Attorney with Jim Burch
The Social Security Fairness Act's Impact on Government Workers with Tyler Williamson
Protect ANY Form of Real Estate You May Own with Jim Burch
The 7 Prosperity Projects You Can Do to Find Real Financial Freedom with Zacc Call
How to Avoid the Costly Mistakes of Roth Conversions with Zacc Call
Do You Really Need a Living Trust? | Estate Planning 101 with Jim Burch
You Should Be Getting Much More Than Just Investment Advice For 1% with Zacc Call
Which Financial Professional You Are Working With? And How They Are Paid with Zacc Call
Avoid the Most Common Early Retirement Mistakes with Jaeden May
Make Smart Money Decisions After the Death of Your Spouse with Jaeden May
Avoid the Social Security Tax Torpedo with Zacc Call
Questions From the Internet: Roth vs Traditional with Zacc Call
Protect Yourself From Running Out of Money in Retirement with Zacc Call
When Should You Take Social Security to Get The Most Out of Your Benefits with Zacc Call
The Truth about Timing the Stock Market with Dallin Cutler
Exposing the TRUTH Behind the Math of Roth vs Traditional Accounts with Zacc Call