Can I Retire Now?

Nick J. Russell, CRPC® & Becky Wagoner
  • 5.0 (6)
  • BUSINESS
  • UPDATED BIWEEKLY
Can I Retire Now?

Welcome to the Can I Retire Now? Podcast!Where savvy financial insights meet relatable wisdom. With almost two decades in the industry, Nick Russell and his wife Becky Wagoner bring a dynamic perspective to help you navigate your unique financial landscape. Join us as we decode the intricacies of your financial world, offering tailored strategies for dream retirement plans and protection against life's storms. Discover what truly matters in your financial life, gain insights on relationships and money, and maybe even share a good laugh. Your journey to financial well-being starts here.Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer, and a Registered Investment Adviser. Cetera is separate from any other named entity. 6052 Turkey Lake Rd #101, Orlando, FL 32819. Main Telephone: (407) 351-3476

  1. MAR 19

    Choosing a Financial Advisor: 7 Key Questions to Ask Before You Decide (Ep. 20)

    Selecting a financial advisor can shape your financial future, so asking the right questions is vital. In this episode, Nick Russell and Becky Wagoner discuss key considerations when choosing a financial advisor, emphasizing the importance of understanding fiduciary responsibilities, communication styles, and compensation models. They highlight how advisors’ approaches can significantly impact your financial planning and stress the value of finding someone you trust. Nick and Becky disc...

    39 min

  2. MAR 6

    Understanding Annuities: Breaking Down the Basics (Ep. 19)

    Annuities can be a confusing financial topic, often met with strong opinions and misconceptions. What are they, how do they work, and who should consider them? Are they really as complicated as they seem? In this episode, Nick Russell and Becky Wagoner tackle the fundamentals of annuities, explaining the four main types and how they function. They break down the potential benefits and drawbacks, providing clarity on how annuities can fit into different financial strategies. Nick and Becky dis...

    33 min

  3. FEB 19

    In-Service Distributions: The Hidden Opportunity in Your Retirement Plan (Ep.18)

    Financial decisions can be daunting, especially when they involve understanding complex options like in-service distributions. How can you make sure your retirement planning stays on track? What steps should you take to optimize your savings without falling into common pitfalls? In this episode, Nick Russell and Becky Wagoner explore the concept of in-service distributions, demystifying its nuances and explaining how it can benefit your financial strategy. They provide relatable anecdotes, pr...

    29 min

  4. FEB 6

    Retirement Catch-Up Contributions: Time Travel and Condiments (Ep. 17)

    Retirement planning doesn’t have to be daunting, even if you feel like time has slipped away. With a little strategic action, you can still make significant progress toward financial stability. In this episode, Nick Russell and Becky Wagoner tackle practical ways to increase retirement savings, even if you’ve started late. They explore little-known opportunities to contribute retroactively to your accounts, discuss updated contribution limits, and explain creative strategies for staying on tr...

    27 min

  5. JAN 13

    Retirement and Investing Cheat Codes (Ep. 16)

    Managing finances for retirement doesn’t have to feel overwhelming. Learn straightforward strategies that can help simplify your financial planning! In this episode, Nick Russell and Becky Wagoner share three practical "cheat codes" for managing retirement investments, from understanding how money grows over time to determining safe withdrawal rates. With humor and clarity, they break down complex concepts into actionable tips, ensuring listeners leave informed and empowered. Nick and B...

    35 min

  6. 12/18/2024

    Financially Smart Holiday Celebrations (Ep. 15)

    Holidays bring joy but often come with hidden financial pressures. Balancing festive cheer and budgeting is crucial for long-term financial health. How can you celebrate the season without overspending? This week, Nick Russell and Becky Wagoner delve into practical tips for managing holiday budgets, fostering meaningful connections, and avoiding post-season debt. Discover strategies to prioritize experiences and financial security over extravagance. They discuss: Budgeting b...

    36 min

  7. 11/27/2024

    Tax Loss Harvesting: Turning Setbacks into Savings (Ep. 14)

    Ever wondered how you could save money on taxes by losing money? What if those past financial losses could actually be a blessing in disguise? In this episode of Can I Retire Now? Nick Russell and Becky Wagoner take you through the ins and outs of tax loss harvesting. Join them as they discuss how this financial strategy might turn your investment losses into tax savings, all without corporate lingo. With a mix of humor and real-world examples, Nick and Becky demystify the topic t...

    36 min

  8. 11/13/2024

    Should I Stay or Should I Go? Deciding Between Moving or Renovating (Ep. 13)

    Should you invest in renovating or find a new home altogether? In this episode, Nick Russell and Becky Wagoner share their recent whirlwind experience of deciding between renovating and moving. Recently caught off-guard by a sudden home move, they discuss the factors that led to their decision shift, offering insights into navigating big life changes with clear financial thinking. Will their story inspire you to rethink your own home and financial plans? Find out as they dive ...

    43 min
See All (20)

    Ratings & Reviews

    5
    out of 5
    6 Ratings

    About

    Welcome to the Can I Retire Now? Podcast!Where savvy financial insights meet relatable wisdom. With almost two decades in the industry, Nick Russell and his wife Becky Wagoner bring a dynamic perspective to help you navigate your unique financial landscape. Join us as we decode the intricacies of your financial world, offering tailored strategies for dream retirement plans and protection against life's storms. Discover what truly matters in your financial life, gain insights on relationships and money, and maybe even share a good laugh. Your journey to financial well-being starts here.Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer, and a Registered Investment Adviser. Cetera is separate from any other named entity. 6052 Turkey Lake Rd #101, Orlando, FL 32819. Main Telephone: (407) 351-3476

    Information

    • Creator
      Nick J. Russell, CRPC® & Becky Wagoner
    • Years Active
      2024 - 2025
    • Episodes
      20
    • Rating
      Explicit
    • Copyright
      © 2025 Can I Retire Now?
    • Show Website
      Can I Retire Now?

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