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?”. Book Link: https://www.amazon.com/Healthy-Dad-Sick-Wealth-Health/dp/1544520743

Key takeaways:

• Nutrition in Retirement
• Detoxing
• Diet Types Dr. Robison recommends
• 3 things you can put into practice for better health

Nate talks about generating an income stream from your assets in retirement.  

Key takeaways:

• Nate explores some different vehicles that are available to help create income in retirement
• He explains why it's important to have a withdrawal plan

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!”

 

Key takeaways:

• Nate outlines the different areas you can put your money and the possible benefits
• He talks about how there is no perfect investment out there
• He explains The Rule of 100

Nate interviews Carl Honoré on the benefits of slowing down our busy lives and growing bolder rather than older.

Key takeaways:

• FOMO
• Slowing Down in Retirement
• COVID and the “slow movement”
• Ageism
• Stages of Life – are the relevant in retirement?

Nate interviews Jim Bowman, President of Life Insurance at Advisors Excel, about a new concept that is a great alternative to cash. This information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. None of the information contained herein shall constitute an offer to sell or solicit any offer to buy any investment or insurance product. The information and opinions presented by Jim Bowman are his alone and do not necessarily reflect the views of the firm providing you with this content, or Advisors Excel or AE Wealth Management, LLC. Jim Bowman is not a client of Miller Retirement Group and does not endorse the firm. All individuals should make their own evaluation of the firm and their services. Jim Bowman is president of Life Insurance at Advisors Excel. Advisors Excel receives compensation for facilitating the sale of life insurance. Advisors Excel and Miller Retirement Group are independent entities. Key takeaways:

• Cash Alternative
• Life Insurance
• Preparing for retirement
• Surrender Charges
• Legacy Accel
• Liquidity
• Tax Free Death Benefit
• Chronic Illness Rider

Nate and Josh discuss questions received through the podcast mailbox. To ask a question, simply email [email protected] Key takeaways:

• Pensions
• Retirement Income Analysis
• Saving in Retirement

What we’ve been told about the tax savings in these plans is a lie. Key takeaways:

• How did they sell it to us?
• Who stands to benefit from it?
• Nate gives a hypothetical example of how one could potentially end up paying more taxes in retirement that you saved during your working career!
• What to do instead to help avoid that happening.
• What amount should you have in these plans when you retire to help avoid paying tax on your Social Security income.

Yani is co owner of Unity Gym and helped develop the “Foundational Movement System.”

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. Source: https://www.goskills.com/Soft-Skills/Resources/Top-10-new-years-resolutions Key takeaways:

• How to set measurable goals
• New Year’s Resolutions
• Money
• Fitness

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 Key takeaways:

• Time is money
• Quotes on money
• Test your financial knowledge!
• Investing
• Share values