Can I Retire Now?

Nov 27 2024 14 ep. 31 mins 3

Can I Retire Now? Podcast artwork

Welcome to the Can I Retire Now? Podcast!

Where savvy financial insights meet relatable wisdom. With almost two decades in the industry, Nick Russell and his wife Becky Wagoner bring a dynamic perspective to help you navigate your unique financial landscape.

Join us as we decode the intricacies of your financial world, offering tailored strategies for dream retirement plans and protection against life's storms.

Discover what truly matters in your financial life, gain insights on relationships and money, and maybe even share a good laugh.

Your journey to financial well-being starts here.

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer, and a Registered Investment Adviser. Cetera is separate from any other named entity. 6052 Turkey Lake Rd #101, Orlando, FL 32819. Main Telephone: (407) 351-3476

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Tax Loss Harvesting: Turning Setbacks into Savings (Ep. 14)

Nov 27 2024 36 mins

Ever wondered how you could save money on taxes by losing money? What if those past financial losses could actually be a blessing in disguise?In this episode of Can I Retire Now? Nick Russell and Becky Wagoner take you through the ins and outs of tax loss harvesting. Join them as they discuss how this financial strategy might turn your investment losses into tax savings, all withou

Should I Stay or Should I Go? (Ep. 13)

Nov 13 2024 43 mins

Should you invest in renovating or find a new home altogether?In this episode, Nick Russell and Becky Wagoner share their recent whirlwind experience of deciding between renovating and moving. Recently caught off-guard by a sudden home move, they discuss the factors that led to their decision shift, offering insights into navigating big life changes with clear financial thinking. W

The Election Cycle and Your Investments: A Non-Partisan Financial Approach (Ep. 12)

Oct 30 2024 39 mins

What role does the election cycle play in your financial future? Should political shifts influence your retirement planning?In this episode of Can I Retire Now?, Nick Russell and Becky Wagoner break down the effects of presidential elections on the stock market and retirement savings. They share unbiased insights on the historical performance of the market under different political

Navigating Mortgage Decisions in Retirement (Ep. 11)

Oct 10 2024 28 mins

Are you nearing retirement and wondering if you should pay off your mortgage first? Is downsizing or relocating a good idea upon retirement?Nick Russell and Becky Wagoner discuss the mortgage question in retirement. They explore whether it's a good idea to pay off a mortgage before retirement and the factors to consider when making this decision. They also discuss downsizing and re

How 529 Plans Can Set Your Kids Up for Financial Success (Ep.10)

Sep 25 2024 31 mins

Saving for your kid’s college doesn’t have to mean sacrificing your own financial security.Nick Russell and Becky Wagoner explore the ins and outs of 529 plans, the versatile college savings vehicles that can do so much more than just cover tuition fees. From understanding the tax advantages to exploring the flexibility and contributions limits, Nick and Becky break down everyt

Demystifying the Federal Reserve: Who is the Fed? (Ep. 9)

Sep 11 2024 28 mins

Ever wonder who controls the rise and fall of interest rates and how it impacts your financial life? Join Nick and Becky as they delve into the role of the Federal Reserve and explain what happens when interest rates go up or down. Discover how these changes can affect everything from your mortgage to your retirement portfolio. Gain insightful tips on how to navigate the shifting l

Redefining Yourself in Retirement (Ep. 8)

Aug 28 2024 23 mins

Have you ever wondered how you'll introduce yourself once you retire? Nick Russell and Becky Wagoner explore the often-overlooked challenge of identity after leaving the workforce. Tune in to hear Becky’s personal experiences and get tips on how to craft a new, meaningful self-description that doesn’t rely on your job title. Nick and Becky discuss: The importance of redefining

What Do I Do Now? Turning Hobbies into Happiness (Ep. 7)

Aug 14 2024 31 mins

One of the biggest concerns when it comes to retirement is finding something to replace the time you would be spending working. The question "What are you going to do with all that free time once you retire?" seems to always creep up. We aim to answer this question and more! Join in the conversation as Nick and Becky guide you through discovering multiple hobbies that can bring joy

Financial Literacy Insights on Investment Returns and Risk Management (Ep. 6)

Jul 24 2024 27 mins

Think you can just 'set it and forget it' with your retirement plans? Think again! Nick Russell and Becky Wagoner dive into the key factors that impact your investment returns, using relatable and amusing analogies to demystify financial concepts. They discuss how to manage investment risk, the difference between asset allocation and diversification, and why regular reviews are ess

Understanding the Tax Triangle (Ep. 5)

Jul 10 2024 23 mins

Are your savings smartly diversified to beat the tax man in retirement?Nick Russell and Becky Wagoner delve into the intricacies of taxes and retirement savings, breaking down the 'tax triangle' to shed light on how different tax treatments affect your investments. Their easy-to-understand explanations aim to make a complex topic more approachable, ensuring you're better prepared f