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. Did you choose the wrong Medicare Advantage plan and feel stuck? There’s a little-known Medicare rule called Trial Rights that may allow you to undo a bad decision and get back into Original Medicare with a Medicare Supplement — without medical underwriting. I explain what Medicare Trial Rights are, who qualifies,…
From The Retirement Nerds.
From The Retirement Nerds.
From The Retirement Nerds.
From The Retirement Nerds.
From The Retirement Nerds. Estate Planning expert Jim Burch explains who doesn’t need to worry about setting up a trust as well as the 5 benefits to setting up a trust for those who would consider this as part of their estate plan. Jim Burch is the owner of Easy Legal Planning. He is has…
From The Retirement Nerds.
From The Retirement Nerds. CPA and tax expert Daniel Astleford shares a simple story of a retiree who got spooked by the news and decided to pull all retirement investments. This triggered a steep and expensive tax bill for this individual who used the money and didn’t share what they had done with their advisors.…
From The Retirement Nerds. Financial expert Zacc Call details how small, weekly financial checkpoints can completely transform your relationship with money and help you have Your Best Financial Year. Zacc Call is a financial advisor and the President of Capita Financial Network. He is an expert in financial and retirement planning. He and his team…
From The Retirement Nerds. Retirees need to keep both Tax Consequences AND Investment Preparation Strategies in mind when planning for a big purchase. There are tax-efficient and investment-efficient ways to make these purchases along with other implications like your future Medicare premiums to keep in mind. ⏰ TIME CODES ⏰ 0:00 Question from Joe 0:25…
From The Retirement Nerds. Big changes are coming to Medicare Advantage—and they could leave millions of seniors without the help they need. In this interview, I talk with the Director of the Idaho Department of Insurance – Dean Cameron – who is standing up to major Medicare Advantage insurance companies. These companies are eliminating commissions…
From The Retirement Nerds. Which will cost you more in 2026? A Medicare Supplement Plan or a Medicare Advantage Plan? We look at what your fixed and variable costs will be with an average Medicare Supplement Plan G, Plan N, and High Deductible Plan G vs a zero dollar Medicare Advantage plan. The numbers we…
From The Retirement Nerds. If you’re wondering how Medicare would cover cataract eye surgery and how much you would actually pay on Medicare Advantage versus Medicare Supplement plans, this video has the real answers. We break down the true out-of-pocket costs for glaucoma surgery under: • Medicare Supplement Plan G • Medicare Supplement Plan N…
From The Retirement Nerds. Medicare can be confusing — with all the different parts, letters, premiums, deductibles, and rules, it’s no wonder people feel overwhelmed. This video breaks down exactly how Medicare works in 2026. We cover: • Medicare Parts A, B, C, and D • What each part covers (and doesn’t) • Medicare Supplement…
From The Retirement Nerds. The biggest question in Medicare is whether to take a Medicare Advantage or Medicare Supplement plan? Seniors across America are faced with this choice, and making the wrong pick could result in significant consequences. This video dives into an honest look at the real pros and cons of Medicare Advantage plans…