America's Retirement Headquarters

During your working years, the emphasis is on accumulating wealth to help fund your retirement.  But as you approach and enter retirement, having a good tax strategy is just as important, if not more so, than your investment strategy.  This week, Chaz Price and Scott discuss tax planning, as well as sifting through the hundreds of different ways you can claim your Social Security benefits.

Learn more about the whole team at https://americasretirementheadquarters.com/

See omnystudio.com/listener for privacy information.

There's a lot to consider when it comes to Medicare: when and how to sign up, how to fill in the gaps, and what the different letters (Parts A-D) do and cover.  This week, Scott breaks it all down. Schedule a time to discuss your Medicare options at https://americasretirementheadquarters.com/medicare/

See omnystudio.com/listener for privacy information.

It's not a lighthearted topic to discuss, but here's the truth: some form of long term care assistance is something over half of us will encounter during our lives.  And if you don't account for it, it can devastate the nest egg you (and your spouse) have put together. This week, Nolan and Bill Hurley discuss options for paying for long term care beyond an insurance policy. Discuss your long term care options with the team at https://americasretirementheadquarters.com/

See omnystudio.com/listener for privacy information.

A cyber-attack is performed every 39 seconds, and the damage related to it is projected to hit $6 trillion annually this year.  On this episode, Nolan and Scott take the time to tell you what to be on the lookout for, and to make yourself less susceptible to cyber attacks.

Learn more at https://americasretirementheadquarters.com/

See omnystudio.com/listener for privacy information.

In a recent letter to his shareholders, Warren Buffet spoke of a "bleak future" for retirees due to low interest rates in bonds.  This week, Nolan and Scott discuss why that may be, and alternatives to help prevent that future. Start the discussion about your financial future at https://americasretirementheadquarters.com/

See omnystudio.com/listener for privacy information.

Right around a year ago at this time, we were in the early stages of a market crash.  The market quickly recovered, and we're now close to all time highs, but Nolan and Scott discuss the steps you can take now to help A: preserve what you already have and B: use the next market downturn as a growth opportunity. Start developing your plan now at https://americasretirementheadquarters.com/

See omnystudio.com/listener for privacy information.

More and more people over the age of 65 are continuing to work, and they're presented with the option of staying on their employer's insurance plan or beginning Medicare.  Scott weighs in on  what you need to consider before making that decision. Reach out to Scott and figure out what's best for you at https://americasmedicareassociates.com/

See omnystudio.com/listener for privacy information.

The amount you'll have to pay for Medicare each month depends on which income bracket you're in during retirement.  And going just one penny into the next bracket could translate into hundreds of dollars in additional premiums.  Nolan and Scott discuss those brackets, and ways to avoid going over those thresholds without affecting the income you'll have in retirement.

Develop a plan that takes into account these thresholds at https://americasretirementheadquarters.com/

See omnystudio.com/listener for privacy information.

Honesty is the best policy, especially in marriage, but sometimes there are financial secrets in a relationship: a secret credit card or account, outstanding debt...  Scott and Chaz Price discuss how catastrophic those secrets can be to building a successful retirement plan, and how to have that tricky conversation with your partner if you've been keeping a financial secret. Start getting your financial house in order by visiting https://americasretirementheadquarters.com/

See omnystudio.com/listener for privacy information.

There are myths about retirement that could wreak havoc on your plan if you believe them.  This week, Nolan and Scott discuss the top three missteps according to The Motley Fool, and how to avoid falling for them. Take a step in the right direction at https://americasretirementheadquarters.com/

See omnystudio.com/listener for privacy information.