What is a retirement tax bomb? This episode covers the problem and how it can lead to an income tax bomb and a Medicare tax bomb. We also discuss the widow's tax and how an income tax bomb can affect your heirs. For more information, visit the show notes at https://erwealth.com/podcastblog/are-you-sitting-on-a-retirement-tax-bomb
Jun 7, 2023
13 min
Income annuities and fixed indexed annuities might be better than bonds for retirees, but it depends on your own situation and goals. Let's look at some options. For more information, visit the show notes at https://erwealth.com/podcastblog/should-i-get-an-annuity
May 3, 2023
11 min
In this episode of Retire You Way Radio, we talk about more than just money. We look at the relationship of money, health, and time and how to maximize those resources to create memorable experiences throughout your life. For more information, visit the show notes at https://erwealth.com/podcastblog/100-billion-at-90-or-broke-at-20
Apr 5, 2023
11 min
What's up with the housing market, and how is there a housing shortage? Tim Doehrmann, CFP®, answers these questions here and on Retire Your Way Radio. For more information, visit the show notes at https://erwealth.com/podcastblog/whats-up-with-the-housing-market
Mar 8, 2023
9 min
Parts of the SECURE Act 2.0 go into effect January 1, 2023. There is a lot to unpack, but Tim hits on the highlights and how it will affect your retirement. For more information, visit the show notes at https://erwealth.com/podcastblog/how-will-the-secure-act-20-affect-your-retirement
Feb 1, 2023
15 min
A good, comprehensive financial advisor can boost investment performance by using tax planning strategies, such as asset location. Here's how. For more information, visit the show notes at https://erwealth.com/podcastblog/how-tax-planning-boosts-investment-performance.
Jan 4, 2023
11 min
On Retire Your Way Radio, Tim Doehrmann, CFP®, talks about annuities and how to decide whether or not to include an annuity in your retirement portfolio. For more information, visit the show notes at https://erwealth.com/podcastblog/should-you-consider-an-annuity.
Dec 7, 2022
10 min
A break-even analysis is useful for comparing investments, but Social Security is not an investment. Social Security is more like an insurance policy. For more information, visit the show notes at https://erwealth.com/podcastblog/social-security-break-even-analysis
Sep 7, 2022
9 min
On Retire Your Way Radio, Tim shares a list of 7-figure retirement dos and don’ts. List lovers will appreciate these 8 tips for a successful retirement. For more information, visit the show notes at https://erwealth.com/podcastblog/your-7-figure-retirement-dos-and-donts
Aug 3, 2022
10 min
Moving to a state with no income tax in retirement sounds great, but what about property taxes, sales taxes, and insurance rates? Move for lifestyle, not taxes! For more information, visit the show notes at https://erwealth.com/podcastblog/moving-to-a-state-with-low-income-taxes
Jul 6, 2022
5 min
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