Retirement Rescue Radio

Nate breaks down the latest tax season data to show how new tax changes are impacting everyday Americans and retirees, and why many people may actually be paying less in taxes than they think.    Source: https://www.cnbc.com/2026/04/15/irs-audit-red-flags.html https://www.newsmax.com/newsfront/trump-tax-season-treasury/2026/04/15/id/1252973/  

Nate thanks his team and his clients by telling how they’ve helped him build his business to allow him to give back, and recounts a very recent story of his first Mission Trip.

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

Nate shares some actual good news about the economy amidst a lot of negative. Good news is out there!   Source: https://www.youtube.com/watch?v=7er_Cjknknw   https://www.dailywire.com/news/trump-secures-biggest-of-all-trade-deals-with-eu

Nate discusses the final big beautiful bill and what it means to retirees and pre retirees from a tax and income standpoint. Source: Source:   https://taxfoundation.org/research/all/federal/big-beautiful-bill-senate-gop-tax-plan/?fbclid=IwY2xjawLd9pFleHRuA2FlbQIxMABicmlkETFtek5ubTdCdGpRZmNBYUJ4AR6uSuBkMY86eLyoFqqojCAZpOm-p8Q6HdAwudH36aM3IIpB87suXhhczXnPqg_aem_CJzShSC6xo4fgn4zdqtJ1A https://wcginc....

Nate discusses some of the investment accounts that you can open and investing for retirement other than someone’s retirement plan at work.

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: https://www.google.com/finance/quote/TSLA:NASDAQ?sa=X&ved=2ahUKEwjaquOr5aKMAxVWHNAFHSXNEJwQ3ecFegQIPxAf    

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: https://www.retirementwatch.com/offer/rw-default?source=RWDD8715T&step=0&CID=434710&AFID=506988&CLICKID=01_177173239_16f527e5-17dc-4e86-a4ca-263b15cb6e5f   https://www.retirementwatc...

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: https://www.thinkadvisor.com/2025/01/05/biden-signs-social-security-fairness-act-/?kw=Biden%20Signs%20Social%20Security%20Fairness%20Act&utm_source=email&utm_medium=enl&utm_campaign=newsroomupdate&utm_content=20250105&utm_term=ta&o...

Nate discusses the positives and negatives about the Trump tariffs and how they could affect prices, the market, and retirees’ investments.   Source: https://www.washingtonpost.com/opinions/2024/10/28/jeff-bezos-washington-post-trust/   https://pmc.ncbi.nlm.nih.gov/articles/PMC7255316/#:~:text=The%20wasteful%20effects%20of%20protectionism,marginally%2Dsignificant%20increase%20in%20unemployment .  ...

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: https://static.project2025.org/2025_MandateForLeadership_FULL.pdf  

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: https://www.thinkadvisor.com/2024/10/10/social-security-cola-for-2025-set-at-2-5/?kw=Social%20Security%20COLA%20for%202025%20Set%20at%202.5%25&utm_source=email&utm_medium=enl&utm_campaign=newsroomupdate&a...

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:  https://www.morningstar.com/retirement/tips-help-you-spend-less-or-more-retirement   https://www.forbes.com/sites/timmaurer/2023/09/24/scared-to-spend-overcoming-the-retiremen...

Nate discusses Kamala Harris’s 25% proposed tax on unrealized capital gains.   Sources:   https://www.forbes.com/sites/robertwood/2024/08/29/kamala-harris-plan-to-tax-unrealized-capital-gain-is-scary-heres-why/   https://www.forbes.com/sites/robertwood/2024/08/28/kamala-harris-has-big-plans-for-your-taxes-here-is-what-you-could-pay/   https://www.politifact.com/factchecks/2024/aug/30/facebook-post...

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: https://taxfoundation.org/data/all/federal/summary-latest-federal-income-tax-data-2023-update/#:~:text=The%20top%201%20percent%...

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.

Nate interviews Advisor Josh Miller on some very specific nuanced social security claiming strategies.

Nate interviews Matt Black who busts some myths surrounding retirement.

Nate discusses strategies to retire early and get the income you need while still qualifying for the ACA tax credits. Sources: Health Insurance Marketplace Calculator HealthCare.gov - Count Income & Household Size

Nate discusses a specific claiming strategy that received a major overhaul in 2015. Source: Social Security Filing Rules for Retirement and Spouses Benefits

Nate takes us through some of the questions you should be asking if you are part of the KPERS system, as well as other considerations to help make your pension and lump sum decisions.

Nate 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

Nate discusses his opinion on the debt ceiling issue and its use as a political negotiating tool and whether or not you should be concerned about it. Source: https://fiscaldata.treasury.gov/americas-finance-guide/national-debt/

Nate discusses setting good goals for the year, and gives his perspective on the last quarter of 2022, and the outlook for 2023.

Nate goes through the Secure Act 2.0 legislation, highlights important or interesting aspects, and offers his commentary on the impact to retirees.