Retirement gets complicated. Medicare, Social Security, Investments, and your Estate Plan are the core of your retirement decisions, but each of those gets remarkably complex. They are mazes with minefields every step of the way that lead to confusion and nightmares. Our channel puts out videos to help remove obstacles, clear up the mess, and keep your retirement decisions a whole lot more simple.
From The Retirement Nerds. Medicare is positioning to cover GLP-1 drugs for weight loss through two programs. Starting July 1, 2026 the Bridge program will provide access to GLP-1 weight-loss drugs — including Foundayo, Wegovy, and Zepbound — for eligible beneficiaries at $50/month. But there are important details the headlines aren’t telling you about the…
From The Retirement Nerds. Social Security break-even age — it sounds simple, but most people calculate it wrong. In this episode, Erik Soderborg sits down with Zacc Call, president of Capita Financial Network, for Part 3 of our 4-part Social Security series. We walk through how to actually calculate your Social Security break-even age and…
From The Retirement Nerds. Social Security break-even age — it sounds simple, but most people calculate it wrong. In this episode, Erik Soderborg sits down with Zacc Call, president of Capita Financial Network, for Part 3 of our 4-part Social Security series. We walk through how to actually calculate your Social Security break-even age and…
From The Retirement Nerds. Medicare is launching a new program on July 1, 2026 that will provide access to GLP-1 weight-loss drugs — including Foundayo, Wegovy, and Zepbound — for eligible beneficiaries at $50/month. But there are important details the headlines aren’t telling you. In this video, I break down: – What the Medicare GLP-1…
From The Retirement Nerds. Medicare is launching a new program on July 1, 2026 that will provide access to GLP-1 weight-loss drugs — including Foundayo, Wegovy, and Zepbound — for eligible beneficiaries at $50/month. But there are important details the headlines aren’t telling you. In this video, I break down: – What the Medicare GLP-1…
From The Retirement Nerds. Are you getting every Social Security benefit you’re entitled to? Most retirees only claim one — but there are actually four different types of benefits available depending on your situation. In this video, I sit down with Zacc Call, President of Capita Financial Network, to walk through what I call "The…
From The Retirement Nerds. 💵 How is your Social Security benefit calculated? In Part 1 of our 4-part Social Security series, financial expert Zacc Call explains the Primary Insurance Amount (PIA) – the foundation of your Social Security retirement benefit – and reveals proven strategies to increase your monthly payment. Whether you’re years away from…
From The Retirement Nerds. If you are filing your 2025 taxes right now, watch this before you file. 📌 Watch my original One Big Beautiful Bill video here: https://youtu.be/HNQbgUTqzRs 2025 Senior Tax Deductions — One Big Beautiful Bill Act * Standard Deduction — $15,750 (single) | $31,500 (married filing jointly) | $23,625 (head of household).…