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. Veterans who have access to VA Benefits have some decisions to make around Medicare once they become eligible for Medicare. There are generally 3 groups of people and in this video, I’ll go over the choices most people make when they have VA Benefits. Check out our resources at https://TheRetirementNerds.com/ =============================…
From The Retirement Nerds. Revocable vs Irrevocable Trusts – What’s the difference, and which one should you choose? In this video, we break down the pros and cons of both types of trusts so you can make an informed decision when it comes to estate planning, asset protection, and avoiding probate. Connect with Jim and…
From The Retirement Nerds. In this video, I sit down with Zacc Call to discuss the Big Beautiful Bill and its significant effects on Social Security taxability, Roth conversions, and the overall tax burden for seniors. Zacc walks us through the Social Security Taxability worksheet, which can help seniors understand the complexities of tax planning…
From The Retirement Nerds. The Big Beautiful Bill is making waves, and it’s bringing some important changes for retirees—especially when it comes to tax deductions. In this video, I’ll break down exactly how this new legislation affects retirement savings, tax breaks, and the financial future of retirees by drawing out the various deductions in context…
From The Retirement Nerds. Jury Duty scams are when scammers use the fear of you committing a crime by missing Jury Duty to get you to pay a fine and take your money. In this video I’ll take you inside one of these jury duty scam phone calls that almost convinced me I was going…
From The Retirement Nerds.
From The Retirement Nerds.
From The Retirement Nerds.
From The Retirement Nerds. Social Security myths are constantly spread through news outlets and sites that demand attention. Here are 7 common myths about Social Security that are… in most cases… fortunately not true. Benefits Received vs Paid In Data: https://www.urban.org/sites/default/files/2023-12/social_security_medicare_tpc.pdf "Raiding" Social Security Fact Check: https://www.ssa.gov/history/InternetMyths2.html Check out our resources at https://TheRetirementNerds.com/ ============================= Send…
From The Retirement Nerds. The world has become incredibly good at hiding the costs for free things. Our world has become an influencer economy since the advent of social media. This video discusses how the idea of ‘free’ things is often misleading, especially with influencer marketing. Please send me a message if you have had…
From The Retirement Nerds.
From The Retirement Nerds. Major Medicare Supplement plan rate increases have been announced over the past month, causing fear and panic across the country. For many, you still have options to help control your health insurance costs. For some, your options are more limited. This video goes over: • Medicare Supplement plan increases • Who…
From The Retirement Nerds.
From The Retirement Nerds.
From The Retirement Nerds.