The Retirement Nerds
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. In this interview, Erik Soderborg sits down with estate planning expert Jim Burch to answer one of the most common (and important) legal questions: When should you update your will or trust? Whether you already have an estate plan in place or you’re wondering if it’s time to revisit it, Jim…
From The Retirement Nerds. In this video, Erik Soderborg and Zacc Call walk you step by step through how to determine exactly how much of your Social Security income will be taxable. Be sure to download the Free Social Security Taxability Worksheet to follow along with us. Get it here: https://theretirementnerds.com/social-security-worksheet/ OTHER RELATED VIDEOS: ZACC’S…
From The Retirement Nerds. The 2026 Medicare plans are finally live, and in this video I share my initial thoughts and reactions to what’s changing, what’s surprising, and what retirees and future enrollees need to keep in mind. OTHER USEFUL VIDEOS: Advantage Exits: Supplement Increases: Drug Plan Finder Tutorial: Supplement Increases Worksheet: https://docs.google.com/spreadsheets/d/1vlhBCXNZkola_d5iFr66Y-6x0tm3K2Sk5IA3_79T-Bc/edit?usp=sharing 📌 Whether…
From The Retirement Nerds. Zacc Call is back to go over why someone would choose Roth vs Traditional accounts. In this video, he goes over the 8 Reasons Why Someone Should Consider Roth Contributions or Conversions. This is building off the foundational math that if your tax rate stays the same, and your investments grow…
From The Retirement Nerds. Should you choose a Roth or Traditional account? Zacc Call discusses the math that most people get wrong when analyzing whether or not a Roth (or Roth Conversion) or a Traditional account puts them in the best tax position in retirement. If you’ve ever wondered which account type will leave you…