America's Retirement Headquarters

Dec 10 2024 189 ep. 41 mins
America's Retirement Headquarters Podcast artwork

Nolan Baker and Scott Kerschner know that retirement investing is inherently different from pre-retirement investing. It's all about preserving your life's work and collecting income. Join them as they discuss strategies to make your retirement dreams into retirement reality.

Learn more about America's Retirement Headquarters online.  Follow us on Facebook, YouTube and LinkedIn for even more helpful insights you can use for retirement.

 

  Business  Education
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The 4% rule is starting to fail in retirement

Dec 10 2024 51 mins  
Nolan Baker and David Ross delve into the complexities of retirement planning, focusing on pensions, investment strategies, the viability of the 4% withdrawal rule, and the nuances of annuities. The speakers emphasize the importance of personalized financial advice and the need for a comprehensive retirement plan that considers various factors such as market volatility and individu

Spotting fees that can add up over time

Nov 26 2024 49 mins  
Nolan Baker discusses the importance of understanding hidden costs in retirement accounts, the impact of market volatility on investment strategies, and the considerations involved in choosing between pension options. He emphasizes the need for careful financial planning to minimize fees and maximize retirement income. For more information about upcoming events and to schedule a ti

America's Retirement Headquarters

Nov 19 2024 52 mins  
Jeremy and Dave start the conversation focused on the rising costs of healthcare in retirement and the importance of planning for these expenses. It discusses Medicare options, long-term care, and the role of annuities in providing financial security. The speakers emphasize the need for comprehensive planning and understanding of various financial products to ensure a stable retire

Understanding Tax Strategies for Retirement

Nov 12 2024 52 mins  
Nolan Baker focuses on the rising costs of healthcare in retirement, the importance of understanding tax strategies to optimize retirement savings, and the complexities of annuities as a financial tool. Nolan emphasizes the need for comprehensive planning to navigate these challenges effectively, highlighting the role of independent advisors in providing tailored solutions for indi

The bills don't stop in retirement

Oct 29 2024 49 mins  
Jeremy Baker and Dave Ross delves into the intricacies of retirement planning, focusing on the importance of reliable income through annuities, the impact of market trends and interest rates, and the confidence levels of current retirees compared to those still planning for retirement. They emphasize the need for a comprehensive retirement strategy. Learn more about America's Retir

Fear of spending after retirement is common

Oct 15 2024 48 mins  
This conversation delves into the complexities of retirement planning, focusing on the fears surrounding spending and income reliability. Nolan Baker & David Ross discuss the role of annuities, the importance of a comprehensive retirement plan, and strategies for managing market volatility. They emphasize the need for proactive risk management and the creation of a retirement t

Navigating Interest Rate Cuts and Market Fluctuations

Oct 08 2024 51 mins  
Nolan Baker and the team America's Retirement Headquarters at discuss the implications of recent interest rate cuts by the Federal Reserve and how they affect retirement savers. They emphasize the importance of having a protective strategy in place for investment portfolios, especially in light of potential market fluctuations. The discussion also covers the benefits of selling a h

Navigating Medicare: Your Essential Guide

Oct 01 2024 47 mins  
Nolan and Scott get you ready for open enrollment with a conversation that includes insights on navigating Medicare, understanding the gaps in coverage, and strategies to mitigate risks associated with Social Security cuts. For more information about upcoming events and to schedule a time to speak with the team, visit https://arhq.com/ See omnystudio.com/listener for privacy infor

Rebalancing portfolios can help take advantage of market opportunities

Sep 24 2024 50 mins  
Nolan Baker discusses various strategies for maximizing retirement savings and navigating the complexities of retirement planning. He emphasizes the need for a comprehensive retirement plan that includes stress testing and rebalancing investment portfolios to adapt to changing market conditions. Learn more about America's Retirement Headquarters online. Follow us on Facebook, YouTu

Understanding Tax Loss Harvesting

Sep 17 2024 48 mins  
Nolan Baker and Dave Ross discuss the crucial elements of retirement planning, with a special focus on the distinct challenges women face due to longevity. They highlight the necessity of clear communication between spouses to align financial objectives. Additionally, they address the development of an all-encompassing Retirement Team Action Plan, tactics for managing interest rate