Do you feel a rush to retire? On the Retire Your Way Radio podcast, Tim reviews an article about more Americans considering retirement now due to the pandemic. For more information, visit the show notes at https://erwealth.com/podcastblog/do-you-feel-the-rush-to-retire

Retire Your Way Radio

Do You Feel the Rush to Retire? EP 037

On Retire Your Way Radio, Tim shares how to decide if you can self fund for long-term care and the two types of long-term care insurance with pros and cons. For more information, visit the show notes at https://erwealth.com/podcastblog/planning-for-long-term-care

Planning for Long-term Care, EP 036

In this episode of Retire Your Way Radio, Tim interviews Maggie Klokkenga, financial coach and owner of Make a Money Mindshift, and they dive into money mindset. For more information, visit the show notes at: https://erwealth.com/podcastblog/make-a-money-mindshift-with-maggie-klokkenga

Make a Money Mindshift with Maggie Klokkenga, EP 035

In this episode of Retire Your Way Radio, Tim shares 7 steps for widows and widowers to manage the first year alone, based on estate attorney Anna Byrne's personal and professional experience. For more information, visit the show notes at https://erwealth.com/podcastblog/7-steps-for-widows-and-widowers-in-the-first-year

7 Steps for Widows and Widowers in the First Year, EP 034

Tim talks about 4 financial mistakes made in 2020 and 3 general financial mistakes that are not specific to 2020.  For more information, visit the show notes at https://erwealth.com/podcastblog/financial-mistakes-made-in-2020

Financial Mistakes Made in 2020, EP 033

What is a robo-advisor and how do they compare with hiring a comprehensive financial planner? In this episode of Retire Your Way Radio, Tim talks about what a robo-advisor is, how a robo-advisor works, and who may or may not be a good fit for a robo-advisor.  For more information, visit the show notes at https://erwealth.com/podcastblog/should-you-use-a-robo-advisor

Should You Use a Robo-advisor? EP032

In this episode of Retire Your Way Radio, Tim describes how our dynamic distribution strategy with guardrails works to provided on-going retirement income and how we determine how much money you can safely withdraw from your investments in retirement. For more information, visit the show notes at https://erwealth.com/podcastblog/dynamic-distribution-retirement-income-withdrawal-strategy

Using Dynamic Distribution for Your Retirement Income Withdrawal Strategy, EP 031

This week on Retire Your Way Radio, Tim talks about 4 strategies to consider in your Social Security planning process plus what you can do if you are not happy with the Social Security decision you have already made. For more information, visit the show notes at https://erwealth.com/podcastblog/strategies-for-social-security-planning

Strategies for Social Security Planning, EP 030

In January 2021, a short squeeze of the stock of GameStop and other publicly-traded companies made headlines. Perhaps you heard the term "short squeeze" and wondered what a short squeeze is. Tim talks about what happened to cause the rapid increase in the stock price of GameStop, why it could happen again, and how it doesn’t have to affect your retirement. For more information, visit the show notes at https://erwealth.com/podcastblog/the-gamestop-short-squeeze

The GameStop Short Squeeze, EP 029

In this episode, Tim talks about two true and seemingly opposite stories of how American consumers as a whole are in the best financial shape they have ever been in while so many consumers are in the worst financial shape they have ever been in. Then he compares the present time to The Gilded Age in American History. For more information, visit the show notes at https://erwealth.com/podcastblog/the-gilded-pandemic

The Gilded Pandemic, EP 028

There is a lot of confusion about President-elect Joe Biden’s tax proposals. And with the state of the economy and a likely republican senate, it’s hard to say what tax changes could actually be passed in 2021. Today, Tim highlights some of Biden’s tax proposals and what they could mean for your retirement. For more information, visit the show notes at https://erwealth.com/podcastblog/how-bidens-tax-proposals-could-affect-your-retirement  

How Biden's Tax Proposals could Affect Your Retirement, EP 027

Since we specialize in working with clients close to or in retirement, Medicare is often a topic of conversation and always a part of our planning process. Here in episode 26, Tim touches on some of the basics of Medicare. For more information, visit the show notes at: https://erwealth.com/podcastblog/medicare-basics

Medicare Basics

Today we’re going to test your knowledge about Social Security. Social Security is one of those things that most of us don’t think much about until we get close to retirement. Of course, that's only natural! However, Tim is in business to help you put all the pieces together before and when you get to this phase. For more information, visit the show notes at: https://erwealth.com/podcastblog/test-your-knowledge-about-social-security

Test Your Knowledge about Social Security

Today we welcome Scott Witzig of Morton Community Foundation to Retire Your Way Radio as our first podcast interviewee. In this interview, Tim asked Scott a few questions about Morton Community Foundation and donor advised endowment funds. For more information, visit the show notes at https://erwealth.com/podcastblog/donor-advised-endowment-funds-morton-community-foundation

Donor Advised Endowment Funds at Morton Community Foundation

There are several nuances when it comes to inheriting the assets of an IRA. This depends on the relationship of the beneficiary to the IRA owner, whether the IRA was funded with pretax or after-tax money, and whether the account owner was required to take minimum distributions. Tim touches on some of those nuances here as a guide of things to think about when it comes to planning your legacy. However, please consider talking to an estate attorney about your specific situation. For more information, visit the show notes at https://erwealth.com/podcastblog/what-ira-owners-need-to-know-about-beneficiaries

What IRA Owners Need to Know About Beneficiaries

Your host, Tim Doehrmann, CFP®, wants to make sure you don’t run out of money in retirement. We spend our entire lives building and saving for retirement and Tim's goal is to help you turn those savings into income without getting killed in taxes! This show covers financial topics in the news, basic planning topics, case study examples and answers any questions you may have. Topics include taxes, insurance, social security, healthcare, withdrawal rates and more. If you ever have a question or would like me to cover a topic, send us an email and let us know: support@erwealth.com.

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Retire Your Way Radio

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