The Retirement Nerds
Podcast Description
Retirement gets complicated. Medicare, Social Security, Investments, and your Estate Plan are the core of your retirement decisions, but each of those gets remarkably complex. They are mazes with minefields every step of the way that lead to confusion and nightmares. Our channel puts out videos to help remove obstacles, clear up the mess, and keep your retirement decisions a whole lot more simple.
Podcast Insights
Content Themes
The podcast covers essential topics such as Social Security, tax planning, Medicare intricacies, estate planning, and investment strategies. Episodes delve into themes like Roth vs. Traditional accounts, tax implications for retirees, and the importance of proper estate management, providing viewers with actionable insights and resources.
Retirement gets complicated. Medicare, Social Security, Investments, and your Estate Plan are the core of your retirement decisions, but each of those gets remarkably complex. They are mazes with minefields every step of the way that lead to confusion and nightmares. Our channel puts out videos to help remove obstacles, clear up the mess, and keep your retirement decisions a whole lot more simple.
In this episode of The Retirement Nerds, Erik Soderborg and Zacc Call walk you through Zacc’s brand new Net Worth Calculator tool — a simple but powerful way to understand where you stand financially.
DOWNLOAD THE WORKSHEET FOR FREE HERE:
https://theretirementnerds.com/networthcalculator/
OTHER FREE DOWNLOADS:
https://theretirementnerds.com/free-downloads/
ZACC'S CHANNEL:
https://www.youtube.com/@ZaccMoneyEducation
RELATED VIDEOS:
https://youtu.be/NxH2jHzZwFo
https://youtu.be/voWbWZ9tu04
https://youtu.be/8uC1lgkZUWE
In this video we go over:
How to calculate your net worth using assets and liabilities
Why tracking net worth is critical for financial planning
How to use this calculator to monitor progress and spot red flags
Real-world examples of how to input your information
Tips for improving your net worth over time
Whether you're just starting your financial journey or preparing for retirement, this video will give you a clear, data-driven way to measure your financial health.
📌 Download the calculator, follow along, and take control of your money!
Check out our resources at https://TheRetirementNerds.com/
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⏰ TIME CODES ⏰
0:00 Intro to the Calculator
2:54 Net Worth Statement
6:00 Saving as PDF
7:30 Step 1: The Setup
14:30 Step 2: Data Entry
31:50 Tony and Pepper Stark Examples
40:55 Step 3: Net Worth Statement Functionality
43:16 Reason #1 to Know Net Worth
45:17 Reason #2 to Know Net Worth
46:29 Reason #3 to Know Net Worth
46:56 Reason #4 to Know Net Worth
47:51 Reason #5 to Know Net Worth
48:35 Step 4: Net Worth Charts
56:58 Where to Get Help
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#networth #theretirementnerds #zacccall #retirementnerds #finance
Disclosure:
This podcast is intended for informational purposes only, and is not a substitute for personal advice from Capita. This is not a recommendation, offer, or solicitation to buy or sell any security. Past performance is not indicative of future results. There can be no assurance that investment objectives will be achieved. Different types of investments involve varying degrees of risk, including the loss of money invested. Therefore it should not be assumed that future performance of any specific investment or investment strategy, including the investments or investment strategies recommended or proposed by Capita will be profitable. Further, Capita does not provide legal or tax advice. Please consult with your legal or tax professional for advice prior to implementing any strategies discussed during this podcast. Certain information discussed during this podcast is based upon forward-looking statements, information and opinions, including descriptions of anticipated market changes and expectations of future activity. Capita believes that such statements, information and opinions are based upon reasonable estimates and assumptions. However, forward-looking statements, information and opinions are inherently uncertain and actual events or results may differ materially from those reflected in the forward-looking statements. Therefore, undue reliance should not be placed on such forward-looking statements, information, and opinions. Registration with the SEC does not imply a certain level of skill or training.
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