Should you stay invested in the stock market?
Nolan Baker discusses critical aspects of retirement planning, focusing on market investment strategies, tax implications, and the importance of family conversations about finances. They highlight Warren Buffett's insights on market risks and the necessity of understanding personal financial situat…
The 4% rule is starting to fail in retirement
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 …
Spotting fees that can add up over time
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 maximi…
America's Retirement Headquarters
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 comprehensi…
Understanding Tax Strategies for Retirement
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, h…
The bills don't stop in retirement
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 emphasi…
Fear of spending after retirement is common
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 em…
Navigating Interest Rate Cuts and Market Fluctuations
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 …
Navigating Medicare: Your Essential Guide
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…
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…