Episode 188: Social Security COLA 2025 with a Little Politics
Release Date: 10/28/2024
Episode 198 - Retirement Success Lessons from an NBA Player Mindset
Retirement Rescue Radio
Nate got the chance to interview Tyshawn Taylor and found parallels between what it takes to succeed on the court and in retirement.
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Episode 197 - How Advisors Add Value. It’s Probably Different than what You Think!
Retirement Rescue Radio
Nate discusses some of the way is that advisors bring value to their clients in more ways than simply investment returns. Source: PDF of the RMA study guide. Pages 16 – 19
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Episode 196 - The American Blue-Collar Boom
Retirement Rescue Radio
Nate shares some actual good news about the economy amidst a lot of negative. Good news is out there! Source:
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Episode 195 - The Big Beautiful Bill has Passed!
Retirement Rescue Radio
Nate discusses the final big beautiful bill and what it means to retirees and pre retirees from a tax and income standpoint. Source: Source:
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Episode 194 - Beyond Work Retirement Plans: Exploring Investment Account Options
Retirement Rescue Radio
Nate discusses some of the investment accounts that you can open and investing for retirement other than someone’s retirement plan at work.
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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:
info_outlineNate 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.
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