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Retirement Rescue Radio

Sep 27, 2021

Nate discusses changes in Biden’s most recent proposal for tax changes that is included in his $3.5 trillion infrastructure deal.

Sources: Bloomberg, CNBC

Key takeaways:

  • Top Tax Bracket
  • Capital Gains
  • Step-Up in Basis
  • Estate...


Sep 20, 2021

Nate interviews author Dr. George Schofield, who discusses different ways of looking at and defining retirement, and the questions you should be asking yourself not only now, but throughout your life to help with all life transitions.

George's website

Email George!

Key takeaways:

  • Goal setting
  • Financial Advising
  • At what...


Sep 13, 2021

Nate discusses economic factors that affect the solvency of Social Security and Medicare due to the COVID recession.

Resources:

Resources: https://apnews.com/article/business-medicare-6d527d62acb9a6ee09361d81ccacd36f

 


Sep 6, 2021

Nate discusses how to transition into your third act with coach and author Allan Milham. They discuss how to have a more fulfilling PROtirement rather than a Retirement.

Click here to take the "Are You Ready?" assessment! (Scroll to the bottom of the page)

*Allan Milham’s opinions are his own and may not reflect...