America's Retirement Headquarters

We've all heard the term "rebalancing your portfolio," but... what is it?  How do we do it, and how often?  Nolan and Scott break it all down in this episode. Set up a time to speak with the team at https://americasretirementheadquarters.com/ See omnystudio.com/listener for privacy information.

It's not an easy discussion to have, but it's an extremely important one: what do your loved ones do after you're gone?  This week, Scott and special guest Sam tell their stories, and highlight the need for estate planning.   Get your copy of the Ultimate Estate Planning Guide at https://americasretirementheadquarters.com/ See omnystudio.com/listener for privacy information.

Even though the calendar has already switched over, there's still time to make contributions to your Roth IRA to reflect on your 2021 taxes.  Chaz and Scott discuss how (and how much) on this episode. Develop your tax strategy for all the years you'll spend in retirement at https://americasretirementheadquarters.com/ See omnystudio.com/listener for privacy information.

While everyone's plan in retirement will vary, there's one thing that is universal: the desire to know that you'll be okay.  And for a lot of people, that boils down to seeing a "magic number" in their accounts.  This week, Nolan and Scott Osborn talk about how to figure out what that number is (surprise: it's different for everyone!). Start the path to retirement confidence today at https://ameri...

Nolan and Chaz discuss the strategies the team at America's Retirement Headquarters utilize with their clients when it comes to building an maintaining portfolios.   Start your new year off on the right financial path by scheduling an appointment at https://americasretirementheadquarters.com/ See omnystudio.com/listener for privacy information.

When the government began taxing Social Security in the 80s, it only affected about one out of every ten recipients.  Today, the number is closer to one out of every two.  Its one thing to know that taxes are probable, it's another to find ways to minimize/relieve those tax obligations all together.  On this episode, Scott and Chaz Price talk about what you need to know and what you should do. Go...

With over 50 years of combined industry experience, the team at America's Retirement Headquarters has helped a wide variety of people get to and through retirement.  This week, Nolan and Scott discuss the 10 biggest mistakes they've seen people make and discuss how they can be avoided. Step 1: reach out to them to start your plan at https://americasretirementheadquarters.com/ See omnystudio.com/li...

As we prepare to enter into the final month of 2021, there are several things that we can and should do to set us up for a better 2022 and beyond... especially when it comes to taxes.  Nolan and Scott go over what you need to do to get ready. A good first step?  Schedule a time to speak with them at https://americasretirementheadquarters.com/ See omnystudio.com/listener for privacy information.

There's still time (but not much) to make changes to your Medicare plan for 2022 during the Annual Election Period.  Scott talks about what you need to do before the December 7th deadline, and also what you should be doing even if you're not even Medicare eligible  yet. Schedule a time to review your options today at https://www.americasmedicareassociates.com/ See omnystudio.com/listener for priva...

Risk in retirement isn't just about market volatility, although that's certainly a factor.  On this episode, Nolan discusses the other risks you could potentially face during your golden years, as well as ways to mitigate those risks. Start the path towards your retirement dreams at https://americasretirementheadquarters.com/ See omnystudio.com/listener for privacy information.

The end of the year is often a busy time, especially as the holidays approach.  But there are some things that can (and should) be done financially that can help set you for a successful 2022, 2023 and beyond.  Schedule your end of the year meeting with the team at https://americasretirementheadquarters.com/ See omnystudio.com/listener for privacy information.

When trusting someone with your life savings, it's important to ask a lot of questions, even if it seems taboo.  On this episode, Scott and Chaz Price talk about some of the important questions, and answer them about themselves. Schedule your complimentary Q&A session with the team today at https://americasretirementheadquarters.com/ See omnystudio.com/listener for privacy information.

'Tis the season... to review your Medicare for the upcoming year.  On this episode, Scott and Nolan take a deep dive into what to expect for 2022, how to decide if it's better to enroll or stay on your employer's health plan, and how to find out what Medicare does, and doesn't,  cover. Schedule a time to review your options today at https://www.americasmedicareassociates.com/ See omnystudio.com/li...

It's fairly common sense: the less money you pay to the government, the more money you get to keep for yourself.  But how do you maximize that amount (legally, of course)?  Nolan and Scott break it down. Schedule a time to figure out your year-end tax moves at https://americasretirementheadquarters.com/ See omnystudio.com/listener for privacy information.

Between a significant spike in 401(k) values in the past decade and "The Great Resignation," among other things, more and more people are eyeing the idea of an early retirement.  Nolan and Scott break down the things you should know and plan for before you make the leap. Start mapping out your retirement, early or otherwise, today at https://americasretirementheadquarters.com/ See omnystudio.com/l...

It's already October, and it's not too early (or too late) to start thinking about the end of year moves you can make to set yourself up for a more successful 2022, and beyond.  Nolan and Scott tell you what you should be doing, and how to get started. A good first step?  Set up a time to speak with them at https://americasretirementheadquarters.com/ See omnystudio.com/listener for privacy informa...

It's easy to say you've got a good investment plan when the market is been doing great (like it has been).  But we all know that nothing lasts forever.  What happens to your plan, or lack of one, then?  On this episode, Nolan is joined by Robert Swan of Swan Global Investments to discuss how to create a plan that will weather not just the  coming storm, and all the other ones you'll encounter duri...

In the grand scheme of things, buying a vehicle is not one of the biggest decisions you'll make in life.  But we all do our research and, before we sign on the dotted line, we make sure we give that car a test drive.  Why shouldn't you do the same when it comes to how you'll spend your retirement years?  This week, Nolan talks about how to test drive your retirement before you clock out for the fi...

We all know the importance of regular maintenance on our vehicles, but did you know that there's a tweak to our 401ks that over 34 million people aren't doing?  This week, the two Scotts talk about that tweak, and how to do it. Schedule your financial tune up today at https://americasretirementheadquarters.com/ See omnystudio.com/listener for privacy information.

Believe it or not, there's an order in which you should start pulling your money from your income sources.  On this episode, Noland and Scott discuss what that order should be, and why it actually matters. Prepare for your "lifetime of Saturdays" at https://americasretirementheadquarters.com/   See omnystudio.com/listener for privacy information.

The market is consistently seeing new highs, and many feel we're in the a market bubble.  This week, Nolan and Scott discuss what happens when bubbles burst, and moves retirees/pre-retirees should make ahead of that happening. Take the first step on your retirement journey at https://americasretirementheadquarters.com/ See omnystudio.com/listener for privacy information.

I know, we've still got a good portion of 2021 left on the calendar... But there are things you can (and should) do right now to minimize your taxes going into 2022, and 2023, and beyond.  Nolan and Scott discuss what those things are, as well as how concerned you should be with inflation (a little) and long-term care (a lot more than a little). Start planning for your future at https://americasre...

This week, Nolan and Scott discuss the importance of rebalancing your portfolio, how often to do it, and most importantly, how to  do it. Take the first steps towards your retirement at https://americasretirementheadquarters.com/ See omnystudio.com/listener for privacy information.

Believe it or not (and we hope you do), your investment style should change in retirement vs your working years.  This week, Nolan and Scott discuss what those changes should be and how to make them. Also: Amanda Held of H.O.O.V.E.S. joins the show to talk about her organization's mission of using rescue horses to help veterans suffering from PTSD. See omnystudio.com/listener for privacy informati...

On this episode, Nolan and Scott tackle a listener question regarding her retirement accounts.  Also: the importance of long-term care planning and the importance of being "tax-savvy" in retirement.   Start piecing together your retirement puzzle at https://americasretirementheadquarters.com/ See omnystudio.com/listener for privacy information.