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  • Are You Sitting on a Retirement Tax Bomb, EP 055
    2023/06/07

    What is a retirement tax bomb? This episode covers the problem and how it can lead to an income tax bomb and a Medicare tax bomb. We also discuss the widow's tax and how an income tax bomb can affect your heirs.

    For more information, visit the show notes at https://erwealth.com/podcastblog/are-you-sitting-on-a-retirement-tax-bomb

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    14 分
  • Should I Get an Annuity? EP 054
    2023/05/03

    Income annuities and fixed indexed annuities might be better than bonds for retirees, but it depends on your own situation and goals. Let's look at some options.

    For more information, visit the show notes at https://erwealth.com/podcastblog/should-i-get-an-annuity

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    11 分
  • What Would You Choose: $100 Billion at 90 or Broke at 20? EP 053
    2023/04/05

    In this episode of Retire You Way Radio, we talk about more than just money. We look at the relationship of money, health, and time and how to maximize those resources to create memorable experiences throughout your life.

    For more information, visit the show notes at https://erwealth.com/podcastblog/100-billion-at-90-or-broke-at-20

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    11 分
  • What's up with the housing market? EP 052
    2023/03/08

    What's up with the housing market, and how is there a housing shortage? Tim Doehrmann, CFP®, answers these questions here and on Retire Your Way Radio. 

    For more information, visit the show notes at https://erwealth.com/podcastblog/whats-up-with-the-housing-market

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    9 分
  • How Will the Secure Act 2.0 Affect Your Retirement? EP 051
    2023/02/01

    Parts of the SECURE Act 2.0 go into effect January 1, 2023. There is a lot to unpack, but Tim hits on the highlights and how it will affect your retirement.

    For more information, visit the show notes at https://erwealth.com/podcastblog/how-will-the-secure-act-20-affect-your-retirement

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    16 分
  • How Tax Planning Boosts Investment Performance, EP 050
    2023/01/04

    A good, comprehensive financial advisor can boost investment performance by using tax planning strategies, such as asset location. Here's how.

    For more information, visit the show notes at https://erwealth.com/podcastblog/how-tax-planning-boosts-investment-performance.

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    12 分
  • Should You Consider an Annuity? EP 049
    2022/12/07

    On Retire Your Way Radio, Tim Doehrmann, CFP®, talks about annuities and how to decide whether or not to include an annuity in your retirement portfolio.

    For more information, visit the show notes at https://erwealth.com/podcastblog/should-you-consider-an-annuity.

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    10 分
  • Should you Focus on a Social Security Break-even Analysis? EP 048
    2022/09/07

    A break-even analysis is useful for comparing investments, but Social Security is not an investment. Social Security is more like an insurance policy.

    For more information, visit the show notes at https://erwealth.com/podcastblog/social-security-break-even-analysis

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    9 分