America's Retirement Headquarters
America's Retirement Headquarters
Playlist by America's Retirement HeadquartersNolan 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 the…Follow the podcast:
269 clip(s) in playlist
The $42,000 Retirement Tax Surprise Few Savers See Coming
A $42,000 tax surprise from a retirement account sounds extreme, but it can happen faster than many retirees realize. This episode explores how required minimum distributions (RMDs) can trigger higher taxes, taxable Social Security, and increased Medicare premiums through IRMAA. Nolan Baker discus…
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The Retirement Tax Domino Effect Most People Never See Coming
One overlooked tax decision could trigger a chain reaction that impacts your Social Security, Medicare premiums, and retirement income. Nolan Baker breaks down seven retirement tax strategies that many retirees miss, including Roth conversions, Social Security timing, tax-loss harvesting, zero-per…
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The Retirement Risks Most People Don't See Coming
Could a market downturn, an unexpected inheritance, or rising healthcare costs derail your retirement plans faster than you think? This week on the How to Retire Radio Show, the team from America’s Retirement Headquarters explores why retirees need more than investment growth to stay on track. Lea…
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How Much of Your IRA Actually Belongs to the IRS?
Your IRA may not be as much yours as you think. This episode explores the hidden tax liability inside 401(k)s and IRAs, why the IRS can become a silent partner in your retirement, and how expiring tax laws could impact your future income. Nolan Baker and Danny Schauber break down Roth conversions,…
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Forced Into Retirement? The Decisions That Matter Most
What happens if retirement arrives years earlier than planned? This episode explores the financial decisions that can follow an unexpected job loss, including how to bridge income gaps, evaluate Social Security timing, and navigate healthcare options. Nolan Baker also breaks down the backdoor Roth…
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The 5 Retirement Mistakes That Can Cost More Than a Market Crash
What if the biggest retirement risks aren’t market crashes, but the decisions you make just before retirement? Financial advisor Nolan Baker explains why the five years leading up to retirement can be critical for protecting your nest egg. He discusses sequence of returns risk, when target-date fu…
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Forced Into Retirement? The Decisions That Matter Most
Could an unexpected layoff force you into retirement years earlier than planned, and what would you do next? Nolan Baker explores the critical financial decisions that come with an early retirement, including Social Security timing, healthcare coverage, and avoiding costly mistakes with retirement…
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The Hidden Risks Behind a $1 Million Retirement Portfolio
A seven-figure nest egg may look retirement-ready, but what if the real risks are hidden beneath the surface? This episode explores why a written retirement plan matters more than a portfolio balance alone. Nolan Baker discusses turning savings into reliable retirement income, avoiding concentrat…
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The Hidden Cost of “One More Year”
How much time are you trading for “just one more year”? This episode unpacks the real cost of delaying retirement, where people often underestimate expenses, and why clarity, not savings, may be the missing piece. Nolan Baker explores the emotional and financial side of retirement timing, from pr…
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The Hidden Retirement Tax Trap Most Savers Miss
What if your “set it and forget it” retirement plan is quietly turning into a financial ticking time bomb? This episode breaks down why taxes can remain one of your largest expenses in retirement and how deferring them may actually increase your burden. You’ll hear why autopilot investing can crea…
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