The 'What's Next?' Retirement Podcast

Craig Wear, CFP®
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  • INVESTING
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. OCT 14

    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...

    29 min

  2. APR 29

    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...

    37 min

  3. MAR 21

    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...

    49 min

  4. MAR 7

    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...

    30 min

  5. FEB 27

    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...

    17 min

  6. 11/16/2023

    Recession proof your investments with this...

    Join in to listen to Craig and Matt Blackwell discuss how to recession proof your investments. Special Guest: Matt BlackwellSchedule a call to learn morewww.reliant-mgmt.commblackwell@reliant-mgmt.comCheck out my books here.

    40 min

  7. 10/26/2023

    Investment ideas ahead of a recession!

    Today's primary objective is to provide insight into the current financial climate and offer potential solutions. We have a special guest who will share valuable insights. Contact Ben Nelson:646-849-6840bnelson@ashcroftcapital.comInvestashcroft.comCheck out my website for access to my books.

    41 min

  8. 06/01/2023

    The Inside Scoop of Roth Conversions

    Listen in to ‘three dudes’ talking about the inside story of doing Roth conversions. Craig, Derrick DeHays and Ted Irwin talk about the specialized field of Roth conversion advice. Learn about the fears that many people have around Roth conversion and how these guys help walk with them through the journey. Check out my website for access to my books.

    37 min
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Ratings & Reviews

5
out of 5
2 Ratings

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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