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Retire Your Way Radio

Business & Economics Podcasts

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, 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 me to cover a topic, send us an email and let us know: support@erwealth.com.

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, 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 me to cover a topic, send us an email and let us know: support@erwealth.com.

Location:

United States

Description:

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, 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 me to cover a topic, send us an email and let us know: support@erwealth.com.

Twitter:

@timd79

Language:

English

Contact:

3098577745


Episodes

Your 7-figure Retirement Dos and Don’ts, EP 047

8/3/2022
On Retire Your Way Radio, Tim shares a list of 7-figure retirement dos and don’ts. List lovers will appreciate these 8 tips for a successful retirement. For more information, visit the show notes at https://erwealth.com/podcastblog/your-7-figure-retirement-dos-and-donts

Duration:00:10:43

Moving to a State with Low (or no!) Income Taxes, EP 046

7/6/2022
Moving to a state with no income tax in retirement sounds great, but what about property taxes, sales taxes, and insurance rates? Move for lifestyle, not taxes! For more information, visit the show notes at https://erwealth.com/podcastblog/moving-to-a-state-with-low-income-taxes

Duration:00:05:24

New RMD Rules for IRA Beneficiaries, EP 045

6/1/2022
Tim Doehrmann, CFP®, talks about how proposed guidance from the IRS on required minimum distributions (RMDs) from inherited IRAs could affect you or your heirs. For more information, visit the show notes at https://erwealth.com/podcastblog/new-rmd-rules-for-ira-beneficiaries

Duration:00:07:55

Start Part-time Retirement with a Phased Retirement Plan, EP 044

5/4/2022
The jump to retirement is a big change after working full time for many years or decades. What if you could phase into it with a part-time retirement? Here's how! For more information, visit the show notes at https://erwealth.com/podcastblog/part-time-retirement-with-phased-retirement

Duration:00:06:44

Reduce Taxable Income with Asset Location, EP 043

4/6/2022
In this episode of Retire Your Way Radio, Tim talks about how asset location can be combined with your desired asset allocation to reduce your taxable income. For more information, visit the show notes at https://erwealth.com/podcastblog/reduce-taxable-income-with-asset-location

Duration:00:11:33

Is the Great Resignation Sustainable? EP 042

3/2/2022
2021 has been called the Great Resignation as Americans chose to leave their jobs in record numbers. But is the Great Resignation sustainable for retirees? For more information, visit the show notes at https://erwealth.com/podcastblog/is-the-great-resignation-sustainable.

Duration:00:07:23

Living Abroad in Retirement, EP 041

2/2/2022
Raise your standard of living for half the cost by living abroad? On Retire Your Way Radio, Tim shares some benefits and tips for living abroad in retirement. For more information, visit the show notes at https://erwealth.com/podcastblog/living-abroad-in-retirement

Duration:00:11:14

Is Social Security REALLY going to run out? EP 040

1/5/2022
Considering Social Security? On Retire Your Way Radio, Tim gives you the facts beyond the headlines about Social Security being depleted sooner than expected. For more information, visit the show notes at https://erwealth.com/podcastblog/is-social-security-really-going-to-run-out

Duration:00:08:20

Why Investors Underperform Every Year and How to Improve Returns, EP 039

12/1/2021
Tim shares a Morningstar study about why investors underperform every year and how to improve your returns. He also ties in how advisors can add value. For more information, visit the show notes at https://erwealth.com/podcastblog/why-investors-underperform-every-year-how-to-improve-returns

Duration:00:08:50

How will the U.S. Government Pay its Debt? EP 038

11/3/2021
On Retire Your Way Radio, Tim talks about the U.S. national debt, why the debt ceiling doesn't really matter, and the role of Modern Monetary Theory. For more information, visit the show notes at https://erwealth.com/podcastblog/how-will-us-government-pay-debt

Duration:00:11:28

Do You Feel the Rush to Retire? EP 037

10/6/2021
Do you feel a rush to retire? On the Retire Your Way Radio podcast, Tim reviews an article about more Americans considering retirement now due to the pandemic. For more information, visit the show notes at https://erwealth.com/podcastblog/do-you-feel-the-rush-to-retire

Duration:00:07:33

Planning for Long-term Care, EP 036

9/1/2021
On Retire Your Way Radio, Tim shares how to decide if you can self fund for long-term care and the two types of long-term care insurance with pros and cons. For more information, visit the show notes at https://erwealth.com/podcastblog/planning-for-long-term-care

Duration:00:34:00

Make a Money Mindshift with Maggie Klokkenga, EP 035

8/4/2021
In this episode of Retire Your Way Radio, Tim interviews Maggie Klokkenga, financial coach and owner of Make a Money Mindshift, and they dive into money mindset. For more information, visit the show notes at: https://erwealth.com/podcastblog/make-a-money-mindshift-with-maggie-klokkenga

Duration:00:21:12

7 Steps for Widows and Widowers in the First Year, EP 034

7/7/2021
In this episode of Retire Your Way Radio, Tim shares 7 steps for widows and widowers to manage the first year alone, based on estate attorney Anna Byrne's personal and professional experience. For more information, visit the show notes at https://erwealth.com/podcastblog/7-steps-for-widows-and-widowers-in-the-first-year

Duration:00:08:50

Financial Mistakes Made in 2020, EP 033

6/2/2021
Tim talks about 4 financial mistakes made in 2020 and 3 general financial mistakes that are not specific to 2020. For more information, visit the show notes at https://erwealth.com/podcastblog/financial-mistakes-made-in-2020

Duration:00:12:45

Should You Use a Robo-advisor? EP032

5/5/2021
What is a robo-advisor and how do they compare with hiring a comprehensive financial planner? In this episode of Retire Your Way Radio, Tim talks about what a robo-advisor is, how a robo-advisor works, and who may or may not be a good fit for a robo-advisor. For more information, visit the show notes at https://erwealth.com/podcastblog/should-you-use-a-robo-advisor

Duration:00:14:55

Using Dynamic Distribution for Your Retirement Income Withdrawal Strategy, EP 031

4/14/2021
In this episode of Retire Your Way Radio, Tim describes how our dynamic distribution strategy with guardrails works to provided on-going retirement income and how we determine how much money you can safely withdraw from your investments in retirement. For more information, visit the show notes at https://erwealth.com/podcastblog/dynamic-distribution-retirement-income-withdrawal-strategy

Duration:00:09:11

Strategies for Social Security Planning, EP 030

4/7/2021
This week on Retire Your Way Radio, Tim talks about 4 strategies to consider in your Social Security planning process plus what you can do if you are not happy with the Social Security decision you have already made. For more information, visit the show notes at https://erwealth.com/podcastblog/strategies-for-social-security-planning

Duration:00:11:25

The GameStop Short Squeeze, EP 029

3/3/2021
In January 2021, a short squeeze of the stock of GameStop and other publicly-traded companies made headlines. Perhaps you heard the term "short squeeze" and wondered what a short squeeze is. Tim talks about what happened to cause the rapid increase in the stock price of GameStop, why it could happen again, and how it doesn’t have to affect your retirement. For more information, visit the show notes at https://erwealth.com/podcastblog/the-gamestop-short-squeeze

Duration:00:12:59

The Gilded Pandemic, EP 028

2/3/2021
In this episode, Tim talks about two true and seemingly opposite stories of how American consumers as a whole are in the best financial shape they have ever been in while so many consumers are in the worst financial shape they have ever been in. Then he compares the present time to The Gilded Age in American History. For more information, visit the show notes at https://erwealth.com/podcastblog/the-gilded-pandemic

Duration:00:12:37