The 'What's Next?' Retirement Podcast

Craig Wear, CFP®
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The 'What's Next?' Retirement Podcast

Welcome to another edition of The “What’s Next?” Retirement Podcast with Craig Wear. Life is full of transitions that have a financial impact now and in your future. When finances are affected, there are always questions to ask and choices to make. As an independent Certified Financial Planner for well over thirty years, Craig has helped Americans make decisions that give them their best financial futures. The experiences with so many clients has given him a unique perspective to help with “What’s Next?” for you - as you navigate the unknowns of your own life. 

  1. 1 DAY AGO

    Maximizing Your Medicare: Essential Tips for Open Enrollment 2024 with Expert Emily Gang

    Summary: In this episode of What's Next in Retirement, Craig Wear welcomes Medicare expert Emily Gang to unpack the intricacies of Medicare open enrollment. Whether you’re already enrolled or gearing up for your first enrollment, Emily shares essential insights on the choices available and critical considerations for 2024. From big changes to Medicare Part D, including a new $2,000 cap on medication copays, to the nuanced pros and cons of Medicare Advantage plans, this episode is packed with ...

    22 min

  2. 7 NOV

    The Truth About Capital Gains and Roth Conversions – A CPA’s Take

    SummaryIn this conversation, Craig Wear and Glenn Block discuss essential financial strategies for IRA millionaires, focusing on tax implications and the importance of financial education. They emphasize the potential tax savings and the benefits of informed financial planning, aiming to simplify the financial lives of their clients.TakeawaysUnderstanding tax implications is crucial for IRA millionaires.Proper financial strategies can save millions in taxes.Financial education is key to makin...

    22 min

  3. 1 NOV

    Medicare Open Enrollment 101: Navigating Changes with Todd Morrissey and Craig Wear

    Interested in talking with Todd and his team? Schedule some time with them here:https://hello.q3adv.com/todd-podcastIn this episode of What's Next in Retirement, host Craig Wear and guest Todd Morrissey, President of Medicare Solutions at Advisors Excel, provide insights into the Medicare Open Enrollment period. Whether you’re already on Medicare or exploring options for the first time, this discussion covers key information about Medicare Advantage, Part D, and the changes brought on by rece...

    17 min

  4. 14 OCT

    Roth Conversion Myths and Tax Pitfalls: Insights from a CPA with Glenn Block

    SummaryIn this podcast episode, Craig Wear and Glenn Block discuss the intricacies of Roth IRA conversions from a CPA's perspective. They explore the misconceptions surrounding tax brackets, the importance of strategic planning, and the role of CPAs in guiding clients through the conversion process. The conversation highlights common pitfalls, tax strategies, and the benefits of charitable contributions in relation to Roth conversions. The episode emphasizes the need for professional guidance...

    30 min

  5. 29 APR

    Tax Tips if You’re Headed (back) to Canada

    This episode focuses on the unique challenges faced by Canadians living and working in the United States and those planning to return to Canada. The conversation covers topics such as cross-border taxation, immigration issues, and retirement planning. The guests, Jerry Scott and Craig Wear, discuss the importance of finding the right professionals to navigate these complex issues and the need for proper planning to minimize tax liabilities. They also highlight the significance of filing the n...

    38 min

  6. 21 MAR

    My Medicare Audit: A Personal Journey to Optimal Coverage

    In this conversation, Craig discusses the questions and decisions that arise when preparing for retirement, including the important decision of choosing a Medicare plan. He introduces Emily, a Medicare consultant who helps individuals make informed decisions about Medicare. They discuss the differences between Original Medicare and Medicare Advantage, and Craig decides to stick with Original Medicare for its flexibility. They explore the various parts of Original Medicare, including Part A, P...

    50 min

  7. 7 MAR

    Unlocking Your Retirement Goldmine: How to Legally Tap into Your 401K and Pension Now

    SummaryThis episode discusses accessing retirement funds while still working. Marcus Foote, an attorney, shares his discovery of a way to access qualified funds such as 401ks and pension plans. The most common reasons for accessing these funds include diversifying investment options, investing in alternative investments, and rolling funds down to a younger spouse. Marcus explains the process of using in-marriage quadros to transfer funds legally. He also addresses limitations and consideratio...

    31 min

  8. 27 FEB

    Supercharge Roth Conversions Through DAFs

    SummaryIn this episode, Craig Wear discusses how to supercharge your Roth conversion strategy by using donations. He introduces the concept of Qualified Charitable Donations (QCDs) and explains how they can be used to offset taxable minimum distributions. Craig then dives into the benefits and workings of Donor Advised Funds (DAFs), which act as charitable giving accounts. He highlights the tax advantages of DAFs, including immediate tax deductions and the elimination of capital gains tax. Cr...

    19 min
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About

Welcome to another edition of The “What’s Next?” Retirement Podcast with Craig Wear. Life is full of transitions that have a financial impact now and in your future. When finances are affected, there are always questions to ask and choices to make. As an independent Certified Financial Planner for well over thirty years, Craig has helped Americans make decisions that give them their best financial futures. The experiences with so many clients has given him a unique perspective to help with “What’s Next?” for you - as you navigate the unknowns of your own life. 

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