Nate interviews Advisor Josh Miller on some very specific nuanced social security claiming strategies.

Nate interviews Matt Black who busts some myths surrounding retirement.

Nate discusses strategies to retire early and get the income you need while still qualifying for the ACA tax credits. Sources:

• Health Insurance Marketplace Calculator
• HealthCare.gov - Count Income & Household Size

Nate discusses a specific claiming strategy that received a major overhaul in 2015. Source: Social Security Filing Rules for Retirement and Spouses Benefits

Nate takes us through some of the questions you should be asking if you are part of the KPERS system, as well as other considerations to help make your pension and lump sum decisions.

Nate discusses how to tell what kind of financial advisor you will hear from at retirement workshops based on the disclosures on the invitations. He also gives an update on the markets and interest rates and where he expects the market to go this year. Source: AE Wealth Management

Nate discusses his opinion on the debt ceiling issue and its use as a political negotiating tool and whether or not you should be concerned about it. Source: https://fiscaldata.treasury.gov/americas-finance-guide/national-debt/

Nate discusses setting good goals for the year, and gives his perspective on the last quarter of 2022, and the outlook for 2023.

Nate goes through the Secure Act 2.0 legislation, highlights important or interesting aspects, and offers his commentary on the impact to retirees.

Nate discusses the new Social Security COLA, some end of year IRA planning, and some thoughts around what needs to happen to lower inflation and set 2023 back on track.