Dec 4, 2023
Nate discusses strategies to retire early and get the income you need while still qualifying for the ACA tax credits.
Sources:
Aug 28, 2023
Nate discusses a specific claiming strategy that received a major overhaul in 2015.
Source: Social Security Filing Rules for Retirement and Spouses...
Aug 14, 2023
Nate takes us through some of the questions you should be asking if you are part of the KPERS system, as well as other considerations to help make your pension and lump sum decisions.
May 29, 2023
Nate discusses how to tell what kind of financial advisor you will hear from at retirement workshops based on the disclosures on the invitations. He also gives an update on the markets and interest rates and where he expects the market to go this year.
Source: AE Wealth...
Feb 20, 2023
Nate discusses his opinion on the debt ceiling issue and its use as a political negotiating tool and whether or not you should be concerned about it.
Source: https://fiscaldata.treasury.gov/americas-finance-guide/national-debt/