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Episode 192: Retirement Doomsday? I Don’t Think So, Bob
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.
Read MoreEpisode 191: The New Social Security Fairness Act
Nate discusses the new Act and the positives and negatives of it, and how it could impact retirees and the Social Security Trust Fund.
Read MoreEpisode 190: Tariffs, Taxes and Trade – Oh My!
Nate discusses the positives and negatives about the Trump tariffs and how they could affect prices, the market, and retirees’ investments.
Read MoreProject 2025: Cuts or No Cuts to Social Security?
Nate has heard multiple times that Trump wants to cut Social Security, hearing that the source of those concerns was project 2025, so he downloaded all 922 pages, and gets to the bottom of it.
Read MoreEpisode 188: Social Security COLA 2025 with a Little Politics
Nate discusses the cost of living adjustment increase for 2025 along with the Medicare premium increase, and again tries, possibly in vain, to temper election season emotions.
Read MoreEpisode 187: : Underspending in Retirement? Why Retirees May Be Hesitant to Spend What They’ve Saved.
Nate discusses a few articles around the theme of underspending in retirement and why some retirees may be hesitant to spend money in retirement, even if their strategies show that they could spend higher amounts.
Read MoreEpisode 186: Harris’s 25% Unrealized Capital Gains Tax
Nate discusses Kamala Harris’s 25% proposed tax on unrealized capital gains.
Read MoreEpisode 185: Debunking Biden’s State of the Union Tax Speech
Nate is once again fed up with the narrative of the rich not paying any taxes. Literally every single tax comment that came out of Biden’s mouth is wrong. And not subjectively wrong, not politically wrong, they are every one of them objectively, factually wrong.
Read MoreEpisode 184: Will Social Security Go Bankrupt?
Nate discusses an article that explains the changes to the Social Security System that Retirees would be willing to make in order to shore up the reserves and bring it back to solvency.
Read MoreEpisode 183: Social Security 101 – 1001 Interview with Josh Miller
Nate interviews Advisor Josh Miller on some very specific nuanced social security claiming strategies.
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