From The Retirement Nerds. Do you know about the two Roth 5-year rules? If you don’t, violating them could cost you thousands in penalties and taxes. RELATED VIDEOS: ZACC’S CHANNEL: https://www.youtube.com/@ZaccMoneyEducation CAPITA FINANCIAL NETWORK LINKS: Email: Connect@capitamail.com Website: https://capitafinancialnetwork.com/ Your Best Financial Year Program: https://www.capitafinancialnetwork.com/your-best-financial-year ✅ Topics covered: • The Forever 5-Year Rule • The…

From The Retirement Nerds. 💰 Did you know there’s a prescription drug that costs $4.25 MILLION per dose? In this video, I break down the 3 most expensive prescription drugs in the world and reveal why the REAL pharmaceutical money-makers aren’t what you’d expect. 🔬 THE 3 MOST EXPENSIVE DRUGS: – Lenmeldy – $4.25 Million…

From The Retirement Nerds. Talking to your parents about estate planning can feel uncomfortable… but waiting too long can create confusion, conflict, and costly mistakes. In this episode, Jim Burch talks about how to start the estate planning conversation with your parents — without causing tension or resistance. This conversation is essential for adult children,…

From The Retirement Nerds.

From The Retirement Nerds. The largest medical bill ever recorded was over $21 million — but the real shock isn’t the number… it’s who actually paid it. In this video, I break down the world’s most expensive healthcare bills, including a $21 million hospital stay, $10+ million transplant cases, and why these numbers exist in…

From The Retirement Nerds. If you want to know how to approach a mathematically sound roth conversion strategy, watch this video! Social Security Taxability Video: Get the Free Social Security Taxability Worksheet Here: Social Security Worksheet Need help? Email me! Erik@TheRetirementNerds.com Visit our website: https://www.TheRetirementNerds.com Join our newsletter: Newsletter ============================= This video is NOT sponsored.…

From The Retirement Nerds.

From The Retirement Nerds. Most people know they should have an estate plan — yet millions never finish one. In this episode of The Retirement Nerds, I sit down with estate planning expert Jim Burch to break down the biggest hurdles that stop families from completing their estate plan — and how to overcome them.…

From The Retirement Nerds.

From The Retirement Nerds.

From The Retirement Nerds.

From The Retirement Nerds. If you want to help your children financially without triggering unnecessary taxes or IRS headaches, Daniel the CPA explains how to do this in the smartest, most tax-efficient ways. We cover the annual gift tax rules, common mistakes retirees make misunderstanding step up in basis, how gifts can impact your overall…

From The Retirement Nerds.

From The Retirement Nerds. When my daughter needed an emergency appendectomy, we didn’t have time to plan — we just dealt with the hospital, the surgery, and then… the bills. In this video, I break down exactly how much the surgery cost, how it was covered under a family health insurance plan, and how the…

From The Retirement Nerds.