Retire Your Way Radio Tim Doehrmann
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Your host, Tim Doehrmann, CFP®, wants to make sure you don’t run out of money in retirement. We spend our entire lives building and saving for retirement and Tim's goal is to help you turn those savings into income without getting killed in taxes!
This show covers financial topics in the news, basic planning topics, and case study examples and answers any questions you may have. Topics include taxes, insurance, Social Security, healthcare, withdrawal rates and more. If you ever have a question or would like Tim to cover a topic, send us an email and let us know: support@erwealth.com.
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Are You Sitting on a Retirement Tax Bomb, EP 055
What is a retirement tax bomb? This episode covers the problem and how it can lead to an income tax bomb and a Medicare tax bomb. We also discuss the widow's tax and how an income tax bomb can affect your heirs.
For more information, visit the show notes at https://erwealth.com/podcastblog/are-you-sitting-on-a-retirement-tax-bomb -
Should I Get an Annuity? EP 054
Income annuities and fixed indexed annuities might be better than bonds for retirees, but it depends on your own situation and goals. Let's look at some options.
For more information, visit the show notes at https://erwealth.com/podcastblog/should-i-get-an-annuity -
What Would You Choose: $100 Billion at 90 or Broke at 20? EP 053
In this episode of Retire You Way Radio, we talk about more than just money. We look at the relationship of money, health, and time and how to maximize those resources to create memorable experiences throughout your life.
For more information, visit the show notes at https://erwealth.com/podcastblog/100-billion-at-90-or-broke-at-20 -
What's up with the housing market? EP 052
What's up with the housing market, and how is there a housing shortage? Tim Doehrmann, CFP®, answers these questions here and on Retire Your Way Radio.
For more information, visit the show notes at https://erwealth.com/podcastblog/whats-up-with-the-housing-market -
How Will the Secure Act 2.0 Affect Your Retirement? EP 051
Parts of the SECURE Act 2.0 go into effect January 1, 2023. There is a lot to unpack, but Tim hits on the highlights and how it will affect your retirement.
For more information, visit the show notes at https://erwealth.com/podcastblog/how-will-the-secure-act-20-affect-your-retirement -
How Tax Planning Boosts Investment Performance, EP 050
A good, comprehensive financial advisor can boost investment performance by using tax planning strategies, such as asset location. Here's how.
For more information, visit the show notes at https://erwealth.com/podcastblog/how-tax-planning-boosts-investment-performance.