The Retirement Nerds
By Erik Soderborg
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Category: Education
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Episodes: 50
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.
| Episode | Date |
|---|---|
|
Why Roth Conversions Should Be Your LAST Retirement Priority - NOT Your First
|
Jun 04, 2026 |
|
We Ran the Numbers: When Singles vs Married Couples Should Take Social Security
|
May 19, 2026 |
|
The Social Security Break Even Points That Everyone Misses
|
May 03, 2026 |
|
The Social Security Menu: 4 Benefits, But Most Retirees Only Know About 1
|
Apr 26, 2026 |
|
How Your Social Security Benefit Is Calculated And How You Can Increase Your Monthly Payment
|
Apr 15, 2026 |
|
Is Long-Term Care Insurance Worth It? Here's What to Consider
|
Apr 02, 2026 |
|
The Truth About Annuities And What Every Person Needs to Know Before Buying One
|
Apr 01, 2026 |
|
The RMD Reality Check Every Retiree Needs
|
Mar 25, 2026 |
|
Roth IRA 5-Year Rules: How to Avoid Penalties & Taxes
|
Mar 04, 2026 |
|
The Family Conversation Nobody Wants to Have: How to Help Your Parents With Estate Planning
|
Feb 19, 2026 |
|
Watch This Before You Do A Roth Conversion
|
Feb 11, 2026 |
|
Why Smart People Still Don’t Have an Estate Plan
|
Jan 31, 2026 |
|
CPA Explains How to Gift Money to Your Kids the Right Way
|
Jan 26, 2026 |
|
When a Trust is a Waste of Money (And When It's Not)
|
Jan 15, 2026 |
|
Tax Expert: How the News Triggered a $22,000 Tax Bill
|
Jan 10, 2026 |
|
Your Best Financial Year: This Will Change How You Think About Your Finances
|
Jan 09, 2026 |
|
How to Make Big Purchases Without Triggering a TAX BOMB
|
Dec 31, 2025 |
|
The Bold Move Some States Are Making Against Medicare Advantage Plans
|
Dec 22, 2025 |
|
Do You Know Your Net Worth? (And Why It Matters)
|
Oct 31, 2025 |
|
16 Roth Mistakes Many People Make (and How to Avoid Them)
|
Oct 23, 2025 |
|
When Should You Update Your Will or Trust? | Estate Planning w/ Jim Burch
|
Oct 13, 2025 |
|
Social Security Tax Explained – How to Do the Math & How It Affects Your Roth Conversions
|
Oct 07, 2025 |
|
The 8 Reasons Why You Should Consider Roth Conversions (Or Not)
|
Oct 06, 2025 |
|
Roth vs Traditional – Where Most People Get the Math Wrong
|
Sep 17, 2025 |
|
The Right Way to Fund Your Trust - The 7 Key Assets To Get Into Your Trust
|
Sep 15, 2025 |
|
How the Big Beautiful Bill Changes Social Security Taxes for Seniors (Roth Conversions)
|
Jul 15, 2025 |
|
Which Trust Is Right for You? Revocable vs Irrevocable Explained
|
Jul 10, 2025 |
|
Giving Cash Is The LEAST Effective Way to Donate to Charity
|
May 27, 2025 |
|
Are You Prepared For Long Term Care? | Long Term Care 101
|
May 13, 2025 |
|
Simple Ways to Reduce Your Taxes Immediately and Save Thousands
|
May 10, 2025 |
|
10 Retirement Myths From Canada You May Not Want to Believe
|
Apr 29, 2025 |
|
Questions to Ask a Financial Advisor to Get to the TRUTH
|
Mar 22, 2025 |
|
Why the S&P 500 Index May Not Be Your Benchmark - DIY Investing with Zacc Call
|
Feb 23, 2025 |
|
Stop Losing Money to Taxes When You Understand America's Tax Basics with Zacc Call
|
Feb 06, 2025 |
|
The Important Responsibilities of Successor Trustees, Executors, and Powers of Attorney with Jim Burch
|
Feb 04, 2025 |
|
The Social Security Fairness Act's Impact on Government Workers with Tyler Williamson
|
Jan 31, 2025 |
|
Protect ANY Form of Real Estate You May Own with Jim Burch
|
Jan 29, 2025 |
|
The 7 Prosperity Projects You Can Do to Find Real Financial Freedom with Zacc Call
|
Jan 27, 2025 |
|
How to Avoid the Costly Mistakes of Roth Conversions with Zacc Call
|
Jan 25, 2025 |
|
Do You Really Need a Living Trust? | Estate Planning 101 with Jim Burch
|
Jan 23, 2025 |
|
You Should Be Getting Much More Than Just Investment Advice For 1% with Zacc Call
|
Jan 23, 2025 |
|
Which Financial Professional You Are Working With? And How They Are Paid with Zacc Call
|
Jan 21, 2025 |
|
Avoid the Most Common Early Retirement Mistakes with Jaeden May
|
Jan 20, 2025 |
|
Make Smart Money Decisions After the Death of Your Spouse with Jaeden May
|
Jan 19, 2025 |
|
Avoid the Social Security Tax Torpedo with Zacc Call
|
Jan 18, 2025 |
|
Questions From the Internet: Roth vs Traditional with Zacc Call
|
Jan 16, 2025 |
|
Protect Yourself From Running Out of Money in Retirement with Zacc Call
|
Jan 14, 2025 |
|
When Should You Take Social Security to Get The Most Out of Your Benefits with Zacc Call
|
Jan 13, 2025 |
|
The Truth about Timing the Stock Market with Dallin Cutler
|
Jan 12, 2025 |
|
Exposing the TRUTH Behind the Math of Roth vs Traditional Accounts with Zacc Call
|
Jan 10, 2025 |