America's Retirement Headquarters
America's Retirement Headquarters
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 help…Follow the podcast:
Rebalancing portfolios can help take advantage of market opportunities
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. L…
50:34
Understanding Tax Loss Harvesting
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 o…
48:09
Understanding the Tax Implications of Receiving an Inheritance
Nolan Baker and Chaz Price discuss how to make an inheritance last longer and provide lasting impact. They emphasize the importance of creating a financial plan, considering tax implications, paying off high-interest debt, and avoiding lifestyle splurges. They also highlight the role of trust plann…
48:54
Metrics for Determining a Recession
The Retirement Guys Formula considers indicators like increasing unemployment and negative GDP growth to assess the likelihood of a recession. Their investment strategy prioritizes highly profitable companies with substantial cash reserves and products that have strong market demand. Learn more ab…
49:27
The Pitfalls of Checking Stock Prices Daily
Nolan Baker emphasizes the significance of choosing a fiduciary advisor committed to the client's best interests. The discussion moves to portfolio diversification, underscoring the advantages and disadvantages, and the necessity for customization according to personal objectives and timelines. The…
50:17
The Impact of Fees and Expenses in Retirement Portfolios
Nolan Baker touches on the topic of annuities and why some financial advisors may not offer them. He will also explain the topic of fees and expenses in retirement portfolios, specifically focusing on the detection and impact of fees. Learn more about America's Retirement Headquarters online. Fo…
51:06
Financial Planning for Small Business Owners
Scott and Dave share how they can help small business owners with various aspects of their financial planning, including buy-sell agreements and life insurance. They can also assist with retirement planning, such as setting up 401(k) plans and creating income analysis. For small startup businesses,…
49:07
Preparing for a Stock Market Bubble Burst
Nolan Baker discusses the benefits of converting traditional IRAs to Roth IRAs and the need for a mid-year financial checkup and the importance of running a 'fire safety drill' to prepare for market downturns Learn more about the Independent Income System and schedule a time to speak with the team…
50:17
Avoiding Guesswork in Retirement Planning
Scott and Connor highlight the importance of precise planning over guesswork in retirement preparation and the difficulties of selecting investments. They also examine the function of life insurance in retirement and the necessity for tailored advice to ascertain the appropriate level of coverage. …
45:56
Costco's hot dog soda combination price will remain unchanged
Nolan Baker discusses strategies to combat inflation in retirement, including investing in stocks, real estate, Treasury Inflation-Protected Securities (TIPS), commodities, and inflation-protected annuities. He also offers advice on selecting a financial advisor, emphasizing the importance of their…
50:11