Episode 178: Debt Ceiling Interest Rates and Old Nates
Release Date: 05/29/2023
Episode 193: Tesla Will Help Me Donate to Charity For Free!
Retirement Rescue Radio
Nate discusses how to use certain marketing conditions to your advantage combined with Donor Advised Funds to donate more money to charity in a tax savvy way. Source:
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Episode 192: Retirement Doomsday? I Don’t Think So, Bob
Retirement Rescue Radio
Nate discusses a video that has been making its rounds among his clients that is simply a fear mongering advertisement to sell more newsletter subscriptions and should not be taken seriously. Source:
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Episode 191: The New Social Security Fairness Act
Retirement Rescue Radio
Nate discusses the new Act and the positives and negatives of it, and how it could impact retirees and the Social Security Trust Fund. Source:
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Episode 190: Tariffs, Taxes and Trade – Oh My!
Retirement Rescue Radio
Nate discusses the positives and negatives about the Trump tariffs and how they could affect prices, the market, and retirees’ investments. Source: .
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Episode 189: Project 2025: Cuts or No Cuts to Social Security?
Retirement Rescue Radio
Nate has heard multiple times that Trump wants to cut Social Security, hearing that the source of those concerns was project 2025, so he downloaded all 922 pages, and gets to the bottom of it. Source:
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Episode 188: Social Security COLA 2025 with a Little Politics
Retirement Rescue Radio
Nate discusses the cost of living adjustment increase for 2025 along with the Medicare premium increase, and again tries, possibly in vain, to temper election season emotions. Source: .
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Episode 187: Underspending in Retirement? Why Retirees May Be Hesitant to Spend What They’ve Saved.
Retirement Rescue Radio
Nate discusses a few articles around the theme of underspending in retirement and why some retirees may be hesitant to spend money in retirement, even if their strategies show that they could spend higher amounts. Source:
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Episode 186: Harris’s 25% Unrealized Capital Gains Tax
Retirement Rescue Radio
Nate discusses Kamala Harris’s 25% proposed tax on unrealized capital gains. Sources:
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Episode 185: Debunking Biden’s State of the Union Tax Speech
Retirement Rescue Radio
Nate is once again fed up with the narrative of the rich not paying any taxes. Literally every single tax comment that came out of Biden’s mouth is wrong. And not subjectively wrong, not politically wrong, they are every one of them objectively, factually wrong. Source:
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Episode 184: Will Social Security Go Bankrupt?
Retirement Rescue Radio
Nate discusses an article that explains the changes to the Social Security System that Retirees would be willing to make in order to shore up the reserves and bring it back to solvency.
info_outlineNate 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