Retire Fit with Nathan Fort
Standing in a welfare line as a young man with his mother to collect donated groceries, Nathan's relentless determination to understand money was born. With appreciation for the loving sacrifices and hard work of his parent's to support him and his siblings despite health complications and layoffs, living a financially fearless life became Nathan's quest and helping others to do the same later became his mission. Over the last sixteen years Nathan has developed and perfected the art of retirement planning culminating in his Three Steps to Financial Fitness process which has allowed hundreds of pre-retirees and retirees approach and thrive in retirement, fearlessly. As host of the Retire Fit with Nathan radio show, Nathan shares invaluable insight into practical planning tips and strategies weekly with his listeners and guests. Tune in on KLBJ, 11:00am on Sundays. Nathan has also contributed to his industry by serving on multiple national boards and training hundreds of financial advisors across the country on proven retirement strategies. He holds the Chartered Advisor for Senior Living® (CASL®) designation and the Retirement Income Certified Professional® (RICP®) designation. Nathan married his best friend, Lindsay in 2004 and their family of six children is their pride and joy. Between homeschooling, boating, sports, church activites and taking care of their 150lb dog and nineteen chickens they also make time for pizza and a lazy movie-night.
Episodes
This conversation, on today's show, explores the evolving concept of retirement, emphasizing the importance of planning beyond just financial aspects. Host Nathan Fort discusses the significance of relationships, the need for clarity and control in financial planning, and strategies to manage longevity risk and emotional investing. Nathan encourages listeners to rethink retirement as a fulfilling phase of life rather than just a ce...
In this episode of Retire Fit Radio, Nathan Fort discusses the importance of retirement savings and common missteps that can hinder financial security. He emphasizes the need for early planning, understanding cash flow, and the impact of unexpected windfalls on retirement strategies. The conversation also covers the significance of having a clear financial plan to navigate market volatility and the role of annuities in retirement i...
In this episode of Retire Fit Radio, Nathan Fort discusses the importance of redefining retirement beyond just financial assets. He introduces the Breakaway Point Calculator, which helps individuals determine when they can retire based on their financial situation. The conversation shifts to legacy planning, emphasizing that it encompasses more than just wills and trusts. Nathan also addresses upcoming changes in estate tax exempti...
In this episode of Retire Fit Radio, Nathan Fort discusses the complexities of retirement, particularly the transition from a busy work life to a potentially chaotic retirement. Nathan explores the challenges of the first year of retirement, the importance of shifting from a doing mindset to a being mindset, and the necessity of financial flexibility to navigate unexpected life events. The conversation emphasizes the importance of ...
In this episode, Nathan Ford delves into the complexities of estate planning, emphasizing the importance of timely and thoughtful planning to avoid common pitfalls. Nathan discusses the significance of beneficiary designations, the impact of taxes, and the financial implications of losing a spouse. The introduction of the Breakaway Point Calculator is highlighted as a tool for assessing retirement readiness. The discussion also tou...
In this episode of Retire Fit Radio, Nathan Fort discusses the unique challenges and opportunities facing Generation X as they approach retirement. With many Gen Xers now nearing 60, the conversation focuses on the importance of transitioning from saving to strategic planning, understanding tax efficiency, and the significance of having a clear cash flow strategy. Nathan emphasizes that retirement is not just about reaching a certa...
In this episode of Retire Fit Radio, Nathan Fort discusses the evolving landscape of retirement planning, emphasizing the need for modern strategies that reflect today's economic realities. He critiques outdated methods like the 4% rule and highlights the importance of having a comprehensive financial plan. The conversation covers various topics, including income strategies for retirement, the pros and cons of Roth and traditional ...
In this episode of Retire Fit Radio, Nathan Ford discusses the evolving landscape of annuities in light of rising interest rates. He emphasizes the importance of reviewing older annuities, understanding their features, and being aware of hidden fees. The conversation also covers strategies for retirement income, including the benefits of the 1035 exchange and the importance of having a clear financial plan. Listeners are encouraged...
In this conversation, Nathan Fort explores the evolving landscape of retirement planning, questioning traditional financial advice in light of modern economic realities. Nathan discusses the implications of mortgage management, the pros and cons of downsizing, the impact of inflation on retirement income, and the importance of having a clear financial strategy. Through various scenarios, he emphasizes the need for personalized plan...
On this edition of Retire Fit Radio with Nathan Fort, we will go over money moves to consider for your retirement. We will also highlight areas to be cautious of as you plan for your retirement. We will talk about the importance of saving, but also the role investing plays in retirement. Liquidity vs growth and will spend time on this today. Planning until the end is vital, and many seniors are falling short. We'll discuss what you...
In this episode of Retire Fit Radio, Nathan Fort discusses the essence of financial independence, emphasizing that it is not just about wealth accumulation but about living life on one's terms. The conversation covers various aspects of retirement planning, including the importance of passive income, financial literacy, and understanding trends in retirement savings
If you have any questions concerning your retirement call Nathan F...
In this episode, Nathan Fort discusses the common financial mistakes people make and how to recover from them. He emphasizes the importance of proactive planning for retirement, including understanding social security benefits and the role of annuities in creating reliable income. The conversation highlights the need for a comprehensive financial strategy to avoid pitfalls and ensure a secure retirement. In this conversation, Natha...
In this conversation, Nathan Fort and Morgan Patrick discuss the various stages of retirement, emphasizing the importance of planning and preparation. They explore the pre-retirement phase, the transition into retirement, the honeymoon phase, and the potential disenchantment that can follow. The discussion highlights the need for a solid financial plan to navigate these stages successfully and find purpose in retirement, ultimately...
In this episode of Retire Fit Radio, Nathan Fort discusses the surprising positivity among retirees, with 72% reporting that their retirement is going better than expected. The conversation explores five key strategies that successful retirees are implementing, including building multiple income sources, locking in predictable income, and consolidating accounts for better financial clarity. Additionally, the hosts address potential...
On this episode of Retire Fit Radio, Nathan Fort discusses the importance of understanding both conventional and unconventional economic indicators that can impact retirement planning. He highlights quirky indicators like the Lipstick Index and Cardboard Box Index, as well as traditional metrics such as GDP and unemployment rates. The conversation shifts to common cash flow mistakes retirees make, emphasizing the need for strategic...
In this episode of Retire Fit Radio, Nathan Fort discusses common assumptions people make about retirement planning, particularly focusing on the risks of relying solely on market performance and the impact of inflation. He emphasizes the importance of having a solid retirement plan that accounts for market fluctuations and inflation rates. The conversation also explores opportunities that arise during bear markets, such as tax los...
On this episode of Retire Fit Radio, Nathan Fort discusses the challenges and strategies for navigating market volatility as retirement approaches. He emphasizes the importance of clarity in financial planning, particularly regarding Social Security and investment strategies. The conversation also covers the impact of economic recessions on retirement planning and the necessity of having a solid financial plan to weather these situ...
In this episode of Retire Fit Radio, Nathan Fort addresses the pressing concerns surrounding recession fears and their implications for retirement planning. He emphasizes the importance of understanding market dynamics, achieving financial clarity, and identifying hidden expenses that can erode retirement savings. The conversation also covers strategies for managing debt and healthcare costs, providing listeners with actionable ins...
In this episode of Retire Fit Radio, Nathan Fort discusses the importance of proactive retirement planning, emphasizing the need to navigate life's unexpected challenges, or 'curveballs.' He highlights key areas of concern for retirees, including financial instability, healthcare and long-term care costs, tax planning, and the impact of inflation. Nathan also introduces the concept of the 'Vital View,' a comprehensive retirement pl...
On this episode, Nathan discusses the impact of tariffs on retirement planning, debunking common myths and emphasizing the importance of having a clear financial strategy. They explore the benefits of Index Universal Life Insurance (IUL) as a tax-advantaged savings vehicle and discuss the role of annuities in providing guaranteed income for retirement.
If you have any questions concerning your retirement call Nathan Fort 800-...
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