Nate interviews Dorian Mintzer on the bonus years and how to find happiness in retirement. Resource List – https://revolutionizeretirement.com/giveaway/ Free Monthly Webinar - https://revolutionizeretirement.com/bandbsig/ Book: https://www.amazon.com/Couples-Retirement-Puzzle-Must-Have-Conversations/dp/1402295901/ref=sr_1_3?keywords=the+couples+retirement+puzzle&qid=1638988940&sr=8-3 Key takeaways:

• Embracing your bonus years
• Optimism
• Ageism
• Hobbies in retirement
• Finding your identity in retirement

Nate discusses money and when to determine how much money is enough for retirement. Source: Psychology of Money book by Morgan Housel Key takeaways:

• How much money is too much?
• Billionaire Circle
• Ponzi Scheme
• Happiness in retirement

Nate congratulates and highlights two clients from Miller Retirement Group for running 50 marathons together as a couple. Source:  https://www.fa-mag.com/news/prepare-to-live-on--33-000-a-year-if-you-retire-with-a--1-million-portfolio-64906.html?section=43&utm_source=FA+Subscribers&utm_campaign=047a98a3d6-FAN_AM_Send_052220_A-B+Split_COPY_01&utm_medium=email&utm_term=0_6bebc79291-047a98a3d6-236403437 Episode Link: https://retirementrescueradio.com/episode-111-discretionary-liquidity/ Key takeaways:

• Marathons in Retirement
• Safe withdraw rate
• Bonds
• Market based products
• 4% rule
• Long term care

Nate and Josh discuss questions received through the podcast. If you have questions, email them to us at [email protected] Key takeaways:

• Should you sell your parent’s house?
• Long term care
• Medicaid
• Filial Law
• Selling a farm before retirement
• Mortgage in retirement

Nate discusses excerpts from the Psychology of Money book by Morgan Housel. Click here to order Morgan Housel's book The Psychology of Money! Key takeaways:

• Psychology of Money
• What shapes our psychology of money?
• Debt
• Inflation

Nate dissects a few excerpts from the book “The Psychology of Money” by Morgan Housel. Key takeaways:

• IQ, AQ, EQ
• Ronald Reed
• Financial success
• Relationships with Money

Nate discusses a little known state specific laws that could wreak havoc on you or your children’s financial plans. Click here to listen to Nate's interview with Cameron Huddleston that he referenced! Key takeaways:

• Filial responsibility laws
• Filial states
• Healthcare bills
• Long term care
• Home equity

Nate pokes fun at his industry and some of the things that advisors say. Sources: Stupid Things Advisors Say 7 Stupid Things People Do with Their Money That Feel Smart at the Time Stupid Things People Say to Advisors Key takeaways:

• Mortgages
• Negative & Positive Earnings
• Stocks
• Risk and Investing
• Maximizing Returns and Minimizing Risks

Nate interviews Jasmine Anderson about Medicare enrollment, the different parts of Medicare, and how to apply for it.   Jasmine’s Contact Info: Email: [email protected] Phone: 785-813-1222   Key takeaways:

• What is Medicare?
• What are the parts of Medicare?
• What are the costs of Part A & Part B
• What are the types of Medicare Supplement Plans?
• Who is eligible for Medicare?
• What is AEP?

Nate discusses an innovation in the annuity space and gives his take on a new product. Source: https://www.investmentnews.com/annuity-rias-living-benefit-funds-212368 Key takeaways:

• Sequence of Returns Risk
• Standalone Living Benefit
• Variable Annuities