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Posts by webteam

Episode 193: Tesla Will Help Me Donate to Charity For Free!

By webteam | April 14, 2025 | 0

Nate discusses how to use certain marketing conditions to your advantage combined with Donor Advised Funds to donate more money to charity in a tax savvy way.

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Episode 192: Retirement Doomsday? I Don’t Think So, Bob

By webteam | February 3, 2025 | 0

Nate discusses a video that has been making its rounds among his clients that is simply a fear mongering advertisement to sell more newsletter subscriptions and should not be taken seriously.

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Episode 191: The New Social Security Fairness Act

By webteam | January 20, 2025 | 0

Nate discusses the new Act and the positives and negatives of it, and how it could impact retirees and the Social Security Trust Fund.

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Episode 190: Tariffs, Taxes and Trade – Oh My!

By webteam | December 23, 2024 | 0

Nate discusses the positives and negatives about the Trump tariffs and how they could affect prices, the market, and retirees’ investments.

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Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.

Insurance products are offered through the insurance business Miller Retirement Group. Miller Retirement Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Miller Retirement Group are not subject to Investment Advisor requirements.

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Miller Retirement Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Miller Retirement Group.

2590171 – 11.18.22

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