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 episode of The Retirement Nerds, Erik Soderborg and Zacc Call walk you through Zacc’s brand new Net Worth Calculator tool — a simple but powerful way to understand where you stand financially. DOWNLOAD THE WORKSHEET FOR FREE HERE: Net Worth Calculator OTHER FREE DOWNLOADS: Free Downloads ZACC’S CHANNEL: https://www.youtube.com/@ZaccMoneyEducation…
From The Retirement Nerds. The 2026 Social Security Cost of Living Adjustment (COLA) has been officially announced — and in this video, I’ll break down exactly how much your benefits are going up and what it means for your retirement budget. We explain: The official 2026 COLA percentage How it compares to previous years What…
From The Retirement Nerds. Thinking of contributing to a Roth IRA or doing a Roth conversion? Before you do, make sure you’re not falling into one of the 16 most common mistakes people make. In this episode of The Retirement Nerds, Erik Soderborg sits down with Zacc Call to break down critical errors that could…
From The Retirement Nerds. Where should you go when you need Medicare help? In this episode of The Retirement Nerds, Erik Soderborg breaks down the best, worst, and surprising sources of Medicare information — from YouTube videos and social media comment sections to SHIP counselors, licensed agents, and brokers. We’ve created a tiered ranking system…
From The Retirement Nerds. The Medicare Annual Enrollment Period is here! From October 15th to December 7th, you have a chance to review and change your Medicare Part D (prescription drug) plan — and choosing the right plan could save you hundreds of dollars in 2026. In this video, Erik Soderborg from The Retirement Nerds…
From The Retirement Nerds. Over 90% of Insurance Companies and Plans have withdrawn from the Medicare Part D plan market, leaving an oligopoly of insurance companies controlling the dozen (or less) plans available to you in 2026. 📉 We’ll discuss: Why so many Part D plans are disappearing How drug prices are increasing despite policy…