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Artwork for The Retirement Nerds

The Retirement Nerds

Erik Soderborg
Social Security
Financial Planning
Estate Planning
Retirement Planning
Investment Strategies
Life Insurance
Financial Freedom
Emergency Fund
Debt Management
Roth IRA
Traditional IRA
Stock Market
Financial Advisors
Taxation
Real Estate
Tax Rates
Healthcare Savings Accounts
Investment Management
Government Pension Offset
Public Sector Employees

Retirement gets complicated. Medicare, Social Security, Investments, and your Estate Plan are the core of your retirement decisions, but each of those gets remarkably complex. They are mazes with minefields every step of the way that lead to confusion and nightmares. Our channel puts out videos to help remove obstacles, clear up the mess, and keep your retirement decisions a whole lot more simple.... more

PublishesWeeklyEpisodes43Foundeda year ago
Number of ListenersCategory
Education

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Artwork for The Retirement Nerds

Latest Episodes

Required Minimum Distributions can be one of the most confusing parts of retirement planning — and getting them wrong can lead to unnecessary taxes, missed opportunities, and costly mistakes.

In this video, we discuss:

• What Required Minimum Distr... more

YouTube

Do you know about the two Roth 5-year rules? If you don't, violating them could cost you thousands in penalties and taxes.

RELATED VIDEOS:

youtu.be/RODrPaJ-xNU

youtu.be/9boiPwzOats

ZACC'S CHANNEL:

www.youtube.com/@ZaccMo... more

Talking to your parents about estate planning can feel uncomfortable… but waiting too long can create confusion, conflict, and costly mistakes.In this episode, Jim Burch talks about how to start the estate planning conversation with your parents — wi... more

YouTube

If you want to know how to approach a mathematically sound roth conversion strategy, watch this video!

Social Security Taxability Video:

youtu.be/NxH2jHzZwFo

Get the Free Social Security Taxability Worksheet Here:

theretirementner... more

YouTube

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Recent Guests

Zach Call
Financial educator on Money Education Channel
Money Education
Episode: Roth IRA 5-Year Rules: How to Avoid Penalties & Taxes
Daniel Astleford
CPA and tax expert
Episode: Tax Expert: How the News Triggered a $22,000 Tax Bill
Dean Cameron
Director of the Department of Insurance in Idaho
Idaho Department of Insurance
Episode: The Bold Move Some States Are Making Against Medicare Advantage Plans
Mark Glickman
Expert in long-term care
Episode: Are You Prepared For Long Term Care? | Long Term Care 101
Steve Willems
Financial advisor and YouTube creator focusing on Canadian financial planning topics.
Willems Wealth
Episode: 10 Retirement Myths From Canada You May Not Want to Believe
Tyler Williamson
Financial planner and speaker specializing in Social Security
Capita
Episode: The Social Security Fairness Act's Impact on Government Workers with Tyler Williamson
Jaeden May
Financial Advisor at Adams Wealth Advisors
Adams Wealth Advisors
Episode: Make Smart Money Decisions After the Death of Your Spouse with Jaeden May
Terry Flint
Lead on a program called the Live Well Program focusing on mental health during retirement transitions
Episode: Protect Yourself From Running Out of Money in Retirement with Zacc Call
Zacc Call
Social Security and retirement planning expert
Episode: When Should You Take Social Security to Get The Most Out of Your Benefits with Zacc Call

Hosts

Eric
Co-host discussing retirement accounts and financial strategies, with expertise in retirement planning and estate management.
Zacc Call
Co-host and financial educator specializing in retirement and tax strategies, with a focus on actionable financial planning.

Reviews

4.7 out of 5 stars from 14 ratings
  • Great content!

    Just started listening to this podcast and after a few episodes, I’m hooked! Great topics that can be fairly complex are addressed thoroughly in easy to understand language and explanations!

    Highly recommend!

    Apple Podcasts
    5
    MikeBinNC
    United Statesa month ago

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Talking Points

Recent interactions between the hosts and their guests.

CPA Explains How to Gift Money to Your Kids the Right Way
Q: What is the death tax?
The term 'death tax' is often misunderstood; most people under the current exemption levels do not face a death tax, which is really an estate and gift tax for estates over $15 million.
CPA Explains How to Gift Money to Your Kids the Right Way
Q: Do I have any tax implications when receiving gifts?
Generally, the receiver doesn't have tax liabilities as long as the gifts are under the annual exclusion, but higher amounts might have future implications.
CPA Explains How to Gift Money to Your Kids the Right Way
Q: What are the tax consequences of giving money to people?
Gifts up to $19,000 per person can be given without needing to report or file; if you go over that threshold, it requires filing a Form 709 but doesn't immediately incur taxes.
How to Make Big Purchases Without Triggering a TAX BOMB
Q: What would you consider a big purchase in retirement?
A big purchase is typically deemed to be anything from $20,000 to $150,000, such as buying a new truck or vacation home.
The Right Way to Fund Your Trust - The 7 Key Assets To Get Into Your Trust
Q: What if I do this and I'm transferring my house into a trust, does that trigger a due on sale clause?
No, it does not trigger a due on sale clause if you transfer the property into a revocable trust while retaining primary residency.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
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Frequently Asked Questions About The Retirement Nerds

What is The Retirement Nerds about and what kind of topics does it cover?

This podcast provides insights into navigating the complex landscape of retirement planning. It tackles a variety of topics crucial for retirees, including Medicare, Social Security, estate planning, taxation, and investment strategies. The discussions often feature expert guests who share in-depth knowledge and personal anecdotes to help listeners understand common pitfalls and best practices when managing their finances in retirement. Notably, the podcast emphasizes the importance of proactive planning and leveraging professional advice to make informed decisions, setting it apart as a reliable resource for individuals seeking clarity in their retirement journey.

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Rephonic provides a wide range of podcast stats for The Retirement Nerds. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to The Retirement Nerds and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does The Retirement Nerds get?

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Which podcasts are similar to The Retirement Nerds?

These podcasts share a similar audience with The Retirement Nerds:

1. Retirement Planning Education, with Andy Panko
2. Retirement Answers
3. Retirement Starts Today
4. Ready For Retirement
5. Big Picture Retirement®

How many episodes of The Retirement Nerds are there?

The Retirement Nerds launched a year ago and published 43 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Retirement Nerds?

Recent guests on The Retirement Nerds include:

1. Zach Call
2. Daniel Astleford
3. Dean Cameron
4. Mark Glickman
5. Steve Willems
6. Tyler Williamson
7. Jaeden May
8. Terry Flint

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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