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. 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…
From The Retirement Nerds. In this interview Jim Burch with EasyLegalPlanning.com outlines one of the most critical (and overlooked) parts of estate planning — funding your trust. Your Trust is worthless if you have not properly funded the trust. Jim walks through the 7 key types of assets that should go into your trust and…
From The Retirement Nerds. Are your Medicare Supplement (Medigap) premiums going way up this year? You’re not alone. In this video, we break down the massive increases happening across many Medicare Supplement plans in 2025 — and most importantly, what you can do about it. RATE INCREASE SPREADSHEET Go here to see the increases others…
From The Retirement Nerds. Over 1,000,000 people will be losing their Medicare Advantage plan beginning January 1st, 2026. United healthcare announced plan exits that will impact 600,000+ members. Other large and small carriers will follow suit. Luckily, you have options. THE CHECKLIST Click here to get the Guarantee Issue Checklist if you are hoping to…
From The Retirement Nerds. Buying a home? Already own one? This Homeowner’s Insurance 101 video breaks down everything you need to know about protecting your biggest investment. Here is where you can get a quote of your own with my partners at InsureOne: https://trn.insureonepremier.com/ Dedicated #: 1-877-755-6258 In this video, I go over what homeowners…
From The Retirement Nerds. Let’s examine the healthcare spending crisis in the US. In 2023, the U.S. spent $4.9 trillion on health care. $4.9 trillion is a larger number than most of us can comprehend. This video will help you understand healthcare costs in America and the health care system. Things like, "Why does the…
From The Retirement Nerds. A $116,000 hip replacement surgery sounds outrageous—but how much do patients actually pay? In this video, we break down a real-life bill to show what someone with an ACA Marketplace plan paid… and how that compares to different Medicare options, including: ✅ Medicare Advantage (Part C)✅ Medigap Plan G✅ High-Deductible Plan…
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.