retirement-rescue-radio

With Nate Miller

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Episode 162: Realistic Advice for Adult Children of Aging Parents – Interview with Linda Fodrini-Johnson

Nate and Linda Fodrini-Johnson discuss aging, the difference between dementia and Alzheimer’s, and practical steps to having those difficult conversations about geriatric care. How to recognize cognitive impairment, how to talk about it with a loved one, and how to get help when you need it. Visit Linda’s website! Click here for Linda’s book, The Empowered…
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Episode 161: Retire on a Cruise Ship

Nate discusses different experiences of long-term cruisers as well as affordability options for people that want to try their hand at long-term cruising in retirement. Source: CNN Travel
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Episode 160: Phantom Capital Gains

Nate discusses what phantom capital gains are, where they come from, how they affect your tax situation, and what you could possibly do to avoid them in the future.   Sources: Investopedia, Retirement Rescue Radio – Episode 118.
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Episode 159: 10 Social Security Facts Everyone Should Know

Nate discusses some basics of Social Security that everyone should be aware of.   Source: ThinkAdvisor
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Episode 158: Will I Pay Tax on my Roth IRA due to the 5 Year Rule?

Nate sheds light on the confusion surrounding the IRS’s Roth IRA 5-year rule.   Click here to view today’s source material from Investopedia.
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Episode 157: More Stupid Tax Stuff

Nate discusses the absurdity of a new Biden tax proposal. Sources: Think Advisor The New York Times Congressional Budget Office
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Episode 156: RMD Distribution Nightmare

Nate discusses some of the new interpretations behind the 10 year distribution rule of IRA money after the passage of the Secure Act, and the consequences of getting it wrong.   Click here to view the source for today’s podcast!
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Episode 155: Mailbag Questions – Advisor vs. Salesman

Nate and Josh discuss questions received through the podcast email inbox.
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Episode 154: Should I Convert to a Roth IRA – Present Value of Money Argument is a Myth – Busted

(This is a hypothetical example provided for illustrative purposes only; it does not represent a real life scenario, and should not be construed as advice designed to meet the particular needs of an individual’s situation. Cannot guarantee the accuracy or completeness of the software used to display results or the outputs.  Please remember that converting…
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Episode 153: Healthy Dad Sick Dad – Interview with Dr. Glen Robison

Nate interviews Dr. Glen Robison about his book titled “Healthy Dad Sick Dad: What Good Is Your Wealth If You Don’t Have Your Health?”. To get a complementary copy of Dr. Robison’s book, leave us a honest review wherever you listen to your podcast, take a screenshot of that review, and send it to asknate@retirementrescueradio.com!
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Episode 152: Best of RRR: Annuity Series – Income Wall Street’s Way, the Bank’s Way, or the Insurance Company’s Way

Nate talks about generating an income stream from your assets in retirement.   Previously aired June 10, 2019
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Episode 151: Best of RRR: Annuity Series – The 3 Investment Worlds

In this Best of RRR, Nate discusses the different areas of you can put your money and the possible benefits in his Annuity Series, “Cutting through the Crap!”   Previously aired June 3, 2019
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Episode 150: Slow Down and Age Well – An Interview with Carl Honoré

Nate interviews Carl Honoré on the benefits of slowing down our busy lives and growing bolder rather than older. The first three people to leave a comment on Apple Podcasts, Spotify, or wherever you listen to RRR, take a snapshot, and email it to asknate@retirementrescueradio.com will receive a complementary copy of Carl’s book, 30 Days to…
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Episode 149: Why are You Still Sitting in Cash? An Interview with Jim Bowman

Nate interviews Jim Bowman, President of Life Insurance at Advisors Excel, about a new concept that is a great alternative to cash.
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Episode 148: Mailbag Questions – I have a Pension, Do I Still Need to Save?

Nate and Josh discuss questions received through the podcast mailbox. To ask a question, simply email asknate@retirementrescueradio.com
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Episode 147: Best of RRR – The 401k Scam

What we’ve been told about the tax savings in these plans is a lie.   Previously aired July 15, 2019
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Episode 146: Best Of RRR – Intermittent Fasting & Preventing Muscle Loss as We Age – Interview with Yani Burmeister

Yani is co owner of Unity Gym and helped develop the “Foundational Movement System.” Previously aired on July 8, 2019
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Episode 145: New Year, New You

Nate shares tips for setting and achieving New Year’s resolutions or as he calls them, goals. He also share some of his own goals and thought processes that he goes through to make sure that he is successful with his own.   Click here to read the source material for today’s podcast!
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Episode 144: Who Said It Best?

Nate has a little fun going over 20 quotes about money and quizzes you on who it’s attributable to. Test your financial “knowledge”!   Source: https://www.wealthmanagement.com/people/how-well-do-you-know-famous-money-quotations/gallery?slide=1
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Episode 143: The Bonus Years with Dorian Mintzer

Nate interviews Dorian Mintzer on the bonus years and how to find happiness in retirement.   Click here to receive a copy of her book, The Couple’s Retirement Puzzle. Sign up for her free monthly webinar! 
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Episode 142: Is Enough Too Much?

Nate discusses money and when to determine how much money is enough for retirement. Source: Psychology of Money book by Morgan Housel
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Episode 141: Marathons & Money

Nate congratulates and highlights two clients from Miller Retirement Group for running 50 marathons together as a couple.   Sources: Financial Advisor Magazine, Nate Miller Episode 111
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Episode 140: Mailbag – Moms House, Rental Property, Farm Sale, Dream Home

Nate and Josh discuss questions received through the podcast. If you have questions, email them to us at asknate@millerretirementgroup.com.   Click here for the “6 Purposes of Money: Where is Your Money?“ video from Nate. Click here to listen to Episode 137 of Retirement Rescue Radio.
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Episode 139: No One is Crazy – Psychology of Money 2

Nate discusses excerpts from the Psychology of Money book by Morgan Housel. Click here to order Morgan Housel’s book The Psychology of Money!
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Episode 138: From Janitor to Millionaire Philanthropist-The Psychology of Money

Nate dissects a few excerpts from the book “The Psychology of Money” by Morgan Housel.
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Episode 137: Filial Law: You May Be Responsible for your Parents Medical Bills

Nate discusses a little known state specific laws that could wreak havoc on you or your children’s financial plans.   Click here to listen to Nate’s interview with Cameron Huddleston that he referenced!
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Episode 136: Stupid Stuff Financial Advisors Say

Nate pokes fun at his industry and some of the things that advisors say. Sources: Stupid Things Advisors Say 7 Stupid Things People Do with Their Money That Feel Smart at the Time Stupid Things People Say to Advisors
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Episode 135: Medicare Interview with Jasmine Anderson

Nate interviews Jasmine Anderson about Medicare enrollment, the different parts of Medicare, and how to apply for it.   Jasmine’s Contact Info: Email: jasmine@millerretirementgroup.com Phone: 785-813-1222
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Episode 134: Retirement Product Innovations

Nate discusses an innovation in the annuity space and gives his take on a new product. Source from Investmentnews.com.
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Episode 133: The Government’s War on Retirement Plans

Nate and Josh discuss some more recent Biden tax proposals and the implications to middle America, not just the wealthy.
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Episode 132: Podcast Potpourri – Evergrande, Housing, and the 1%

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: Market Watch New York Times Yahoo Finance – Home prices Yahoo Finance – The 1 percent
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Episode 131: Changes to Biden’s Tax Proposals

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

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

Nate discusses economic factors that affect the solvency of Social Security and Medicare due to the COVID recession. Resources: AP News, Think Advisor
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Episode 128: How to Create a High Impact Retirement with Allan Milham

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

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. To receive a complementary copy of Nancy’s book, leave us a review of the podcast and attach it below. You can also send us an…
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Episode 126: Mailbag Questions – Debt, Sick Leave, and Company Matching

Nate and Josh jump back into the mailbag to answer pressing questions regarding retirement planning.
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Episode 125: Estate Planning with Chris Green

Nate discusses estate planning with attorney Chris Green.
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Episode 124: Annuity Crediting Strategies

Nate discusses crediting strategies that are available with annuities.
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Episode 123: Border Wars – Setting Financial Boundaries with Yourself and Your Loved Ones.

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
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Episode 122: Interview with Myranda Zarlengo

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/
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Episode 121: Annuities as an Asset Class

Nate discusses why bonds may not necessarily be a good place for save money, and how there could be other asset classes in today’s environment that could possibly work better.
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Episode 120: Riding Market Highs

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
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Episode 119: Biden’s Proposed Tax Changes

Josh Miller interviews Nate on some of the biggest proposed changes in Biden’s bill, the possible ramifications of it, and what you can do to possibly put yourself in a better position should some of those things come to pass. Sources: Number of Amazon Workers from 2007-2020   The Politicians Lied: Amazon Does Pay Taxes…
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Episode 118: Donor Advised Funds

Nate discusses a powerful tool that can be used to satisfy those that are charitably inclined and concerned about lowering their taxes. Click here to listen to the interview with Marty Ruby.
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Episode 117: Too Much Tax!

Nate adds up multiple different types of taxes to come up with an average percentage of your income that you could be losing to Uncle Sam every year!! He also discusses class envy and a different way of thinking about it. Sources: How Much Does the Average American Pay in Taxes?   Kansas Tax Calculator…
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Episode 116: Mailbag Questions 3: Refinancing, Flipping Houses, Variable Annuities, and More

Nate answers several questions on various topics in another addition of the Mailbag. Click here to email Nate your questions!
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Episode 115: Is One Million Dollars Enough To Retire?

Nate discusses an article titled “Can you retire with 1 million dollars?”  
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Episode 114: Will a Biden Presidency Affect My Retirement

Nate discusses historical statistics of market performance during different presidencies, giving perspective on what to possibly expect.
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