The Retirement Nerds

How your investment accounts are taxed could save you considerable amounts of money if you use the right investment vehicle. The two most common are Roth and Traditional accounts, especially as we talk about IRAs and 401(k)s. Our original video on Roth vs Traditional generated a lot of questions, so Zacc Call - President of Capita Financial Network - took some time to answer those questions. Watch...

If you are worried about running out of money during retirement, you are not alone. There are things outside your control that will impact your retirement funds. However, the more important things to worry about fall under your control and, with some discipline and knowledge, you can protect yourself against the external risks. Zacc's free Financial Education Platform here: https://www.thefinancia...

If you want to know when you should take Social Security watch this video! Be sure to go to Zacc's free Financial Education Platform here: https://www.thefinancialcall.com/guided-path Need help? Email me! Erik@TheRetirementNerds.com Visit our website: https://www. TheRetirementNerds.com Join our newsletter: https://theretirementnerds.com/newsletter/ ============================= This video is NOT...

If you want to know the realities of timing the Stock Market, watch this video! This episode was originally released September 21st, 2023 Visit Dallin's YouTube channel for more useful videos: https://www.youtube.com/@insightwdallincutler Book of historical returns data Dallin referenced: https://static1.squarespace.com/static/5a29de13e5dd5b5fb7021e6c/t/645e5f124644cd2b57964f39/1683906326686/matri...

If you want to know whether you should be using a Roth or Traditional Account watch this video! This episode was originally released August 27th, 2023. Be sure to go to Zacc's free Financial Education Platform here: https://www.thefinancialcall.com/guided-path Need help? Email me! Erik@TheRetirementNerds.com Visit our website: https://www. TheRetirementNerds.com Join our newsletter: https://theret...