Independence Wealth Podcast
Retirement isn’t one-size-fits-all. Join Eric Nelson on the Independence Wealth Podcast as he shares insights to help pre-retirees and retirees craft their unique path to happiness. Catch new episodes every 3rd Wednesday of the month!
Episodes
Join Eric Nelson, founder of Independence Wealth, as he explores crucial tax strategies for those approaching retirement. This episode is packed with insights on how to make informed financial decisions that can save you significant amounts in taxes over the years.
Key Topics:
- The importance of Roth conversions and how they can benefit your retirement savings.
- Understanding a...
In this episode of the Independence Wealth Podcast, Eric Nelson discusses the delicate balance of providing financial support to adult children while ensuring one's own financial security and retirement readiness. He emphasizes the importance of setting boundaries, understanding the long-term implications of financial assistance, and encouraging financial independence among children. The conversation also touches on th...
In this episode, Eric Nelson discusses retirement income strategies, focusing on the traditional 4% rule and the more dynamic guardrails approach. He explains the importance of having a sustainable withdrawal strategy and how each method can impact retirement income. The conversation emphasizes the need for flexibility in withdrawals based on market conditions and personal financial goals, encouraging listeners to cons...
Eric Nelson, a certified financial planner, discusses the importance of timing Social Security benefits, which can impact a retiree's lifetime income, taxes, and legacy planning. He explains the three key ages: 62 (earliest), 67 (full retirement age), and 70 (maximized benefits). Delaying benefits until 70 increases them by 8% annually, but early collection reduces benefits by 30%. Nelson emphasizes understanding cash ...
In this episode of the Independence Wealth Podcast, Eric Nelson discusses effective strategies for managing retirement income. He emphasizes the importance of understanding expenses categorized into needs, wants, and wishes, and highlights the significance of identifying reliable income sources such as Social Security and pensions. The conversation also covers withdrawal strategies, including the traditional 4% rule an...
In this episode of the Independence Wealth Podcast, Eric Nelson discusses the often-overlooked aspect of retirement: finding purpose and fulfillment. He emphasizes the importance of planning for how to fill time in retirement, exploring hobbies, and maintaining social connections. Eric also outlines a financial framework for retirement, categorizing expenses into needs, wants, and wishes, and stresses the significance ...
Join Eric Nelson, CERTIFIED FINANCIAL PLANNER® and president of Independence Wealth, as he breaks down the most popular retirement income rules and strategies. We're talking 4% rule, Guyton-Clinger guardrails, risk-based guardrails, and more! Whether you're a DIY investor or working with a pro, this episode has the info you need to maximize your retirement income. Grab a pen and get ready to take some notes - this one'...
On this episode of the Small Business Founders Podcast our guest Jeff Platt, Owner and CEO of Kokua Technologies discusses how his company helps businesses both large and small manage their technology needs.
On this episode of the Small Business Founders Podcast our guest Peter Mares, founder of Growth 1776 discusses how his company helps businesses increase their profit margins and reduce costs.
On this episode of the Small Business Founders Podcast your host, Eric Nelson, CFP® interviews Mike Regina, founder of Big Sky Enterprises, LLC, Global Post Auditing Solutions, The Opposite Entrepreneur Podcast, and mikeregina.io discusses how business can thrive by using relationship marketing, personal branding, and how he helps businesses generate exceptional ROI.
On this episode of the Small Business Founders Podcast your host, Eric Nelson, CFP® interviews Orlando M. Rivera, J.D., founder of Aspira Business Brokers about the current environment of small and mid market companies M&A activity.
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