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.
Using existing tax advantages when you donate to charities allows you to donate even more than you otherwise could. If giving to charities is a part of your life and your mission, there are ways outside of giving just cash that will be more beneficial to you and the charities.Our video on above the line and below the line tax strategies: https://youtu.be/PiGFVuAT67QIf you'd like our help with your charitable giving or tax strategies, reach out at https://TheRetirementNerds.com/=============================Send me a [email protected]==========================================================Be Sure to Subscribe to our Channel!=============================YouTube: @theretirementnerds ============================================================Join our newsletter for monthly tips, book recommendations, and personal stories!https://theretirementnerds.com/newsletter/============================================================⏰ TIME CODES ⏰0:00 Introduction0:35 Cash inefficiencies2:55 Tax Deduction Basics5:50 Appreciated Assets11:41 How To Donate Stock17:35 Intro to DAFs20:34 Donor Advised Fund27:42 Bunching Strategy33:42 Best Way To Give QCD35:16 Qualified Charitable Distributions40:40 Business Charity Strategies47:30 Final Thoughts51:08 Where to Get Help=============================#finance #charitablegiving #taxplanning #theretirementnerdsFederal Disclaimer:We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.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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