Nate discusses an innovation in the annuity space and gives his take on a new product. Source: https://www.investmentnews.com/annuity-rias-living-benefit-funds-212368 Key takeaways: Sequence of Returns Risk Standalone Living Benefit Variable Annuities 

Retirement Rescue Radio

Episode 134: Retirement Product Innovations

Nate and Josh discuss some more recent Biden tax proposals and the implications to middle America, not just the wealthy. Key takeaways: Taxes in Retirement How much is too much in retirement? Capital Gains Tax Legislative Risk 

Episode 133: The Government's War on Retirement Plans

Nate discusses a few different topics and gives his perspective on how we should be thinking about them, or if we should be worried. Sources: https://www.marketwatch.com/story/when-the-stock-market-pulls-back-keep-buying-especially-these-five-companies-11632249039?siteid=yhoof2   https://www.nytimes.com/2021/09/26/business/china-evergrande-crisis.html   https://finance.yahoo.com/news/where-home-prices-going-next-164500871.html   https://finance.yahoo.com/news/much-takes-top-1-230436859.html Key takeaways: Evergrande Collapse Global Debt Crisis Housing Prices Exodus in the work force Tax Changes Top 1% Income Earners – what does it take?    

Episode 132: Podcast Potpourri – Evergrande, Housing, and the 1%

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 Tax 

Episode 131: Changes to Biden's Tax Proposals

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 point do you need a financial advisor? Do you need an executor? How to use your network 

Episode 130: “How Do I Get There from Here?" Planning for Retirement when the Old Rules No Longer Apply

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   https://www.thinkadvisor.com/2021/08/11/social-security-cola-estimate-for-2022-raised-to-6-2/?utm_source=email&utm_medium=promo&utm_campaign=august_topcontent&utm_content=083021&utm_term=ta Key takeaways: Cost of living for 2022 Is social security going away? How will the pandemic affect Medicare and Social Security? Taxes on social security How do we free up funds? 

Episode 129: Social Security Insolvency Pushed Up a Year Sooner Thanks to COVID.

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 those of Miller Retirement Group or AEWM. Allan Milham is not affiliated with Miller Retirement Group or AEWM. Key takeaways: When is the third act of life? Olympians and the third act of life Inventory of who is in your world “Life is Short” mentality How to lead in life and in your community 

Episode 128: How to Create a High Impact Retirement with Allan Milham

Nate interviews Nancy Collamer, author, speaker, media contributor, and retirement coach about the many roads to finding your passions in retirement or semi-retirement to live a more fulfilling 2nd Act. Leave us a review, copy and paste it into an email, and send it to asknate@retirementrescueradio.com for a complementary copy of Nancy's book! Click here to receive Nancy's workbook, 25 Questions To Help YOU Identify Your Ideal Second Act. Key takeaways: Three G’s of Retirement Side Hustle in Retirement How do you figure out what to do for your second act? Find your passion Chuck-It List 

Episode 127: Second Act Careers: 50+ Ways to Profit from Your Passions During Semi-Retirement

Nate and Josh jump back into the mailbag to answer pressing questions regarding retirement planning. Key takeaways: 401K Consumer Debt Taxes in Retirement Medicare Savings Accounts Company Stock 

Episode 126: Mailbag Questions - Debt, Sick Leave, and Company Matching

Nate discusses estate planning with attorney Chris Green. Phone: 913-738-6597 Website: www.gransonlegacy.com Key takeaways: What is a will? Healthcare Power of Attorney Durable Power of Attorney Who needs estate planning? Irrevocable vs. Revocable Trust 

Episode 125: Estate Planning with Chris Green

Nate discusses crediting strategies that are available with annuities. Key takeaways: Fixed Indexed Annuities Compounding Growth Point to Point with a cap S&P 500 

Episode 124: Annuity Crediting Strategies

Nate interviews David Jetson, a national and international speaker, workshop developer and author of Setting True Boundaries, on the importance of setting financial boundaries, how boundaries affect our lives, and some steps to take in order to set your own good boundaries. Resources: www.jetsoncounseling.com www.livingtrueinc.com Books: Setting True Boundaries Finding Emotional Freedom Key takeaways: How to feel comfortable spending money in retirement Showing respect for yourself and your money Setting a budget in retirement Downfalls of not setting boundaries 

Episode 123: Border Wars – Setting Financial Boundaries with Yourself and Your Loved Ones.

Nate discusses some local issues with Myranda Zarlengo, who is running for a position on the school board, and is looking to make a difference by putting the focus back on the children first. Facebook Page - https://www.facebook.com/votemyrandazarlengousd497/ Email: mzfor497@gmail.com Website: http://www.myrandazarlengoforschoolboard.com/ Key takeaways: Testing in K-12 COVID & Bringing kids back to school Teacher Pay Elections in Douglas County, KS 

Episode 122: Interview with Myranda Zarlengo

 Bonds & Stocks Risk in Retirement Volatility Fixed Indexed Annuities Timing the markets 60/40 Stock Bond Mix Income focused alternatives in retirement 

Episode 121: Annuities as an Asset Class

Markets rebounded significantly after their sudden plunge in February and March 2020; reminding investors of the importance of focusing on long-term goals instead of short term events. Sources: Stock Market Crash of 1987 Here's How Long It has Taken for Bear Market Losses to Recover 10 Things You Should Know About Bear Markets Takeaways: Investors can get caught up in a “let it ride” mentality in times of unchecked market growth. However, it is just as important to keep an eye on the big picture in good times as it is in bad. We cannot predict when the market will drop or how far it will fall. Investors should take steps to position their portfolios against potential risk during times of growth. 

Episode 120: Riding Market Highs

Retirement Rescue Radio is a weekly podcast with Author, Financial Advisor, Fiduciary, Husband, Father, and Blackbelt, Nate Miller, Founder of Miller Retirement Group headquartered in the heart of the midwest; Lawrence, Kansas. If you are a retiree, or pre-retiree, this podcast is for you. In it, he will draw on his experience both as an Advisor, and the cumulative knowledge of the nearly 130 Financial Advisors that he consulted all over the country for 6 years. He will be bringing actionable advice and steps that you can take in order to avoid bad financial advice and make sure that your retirement income lasts as long as you do and that you not simply survive, but thrive in retirement!

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Retirement Rescue Radio

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