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…

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…

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…

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…