Retire Your Way Radio

Retire Your Way Radio

Your host, Tim Doehrmann, CFP®, wants to make sure you don’t run out of money in retirement. We spend our entire lives building and saving for retirement and Tim's goal is to help you turn those savings into income without getting killed in taxes! This show covers financial topics in the news, basic planning topics, and case study examples and answers any questions you may have. Topics include taxes, insurance, Social Security, healthcare, withdrawal rates and more. If you ever have a question or would like Tim to cover a topic, send us an email and let us know: support@erwealth.com.

Episodes

June 7, 2023 13 mins

What is a retirement tax bomb? This episode covers the problem and how it can lead to an income tax bomb and a Medicare tax bomb. We also discuss the widow's tax and how an income tax bomb can affect your heirs.

For more information, visit the show notes at https://erwealth.com/podcastblog/are-you-sitting-on-a-retirement-tax-bomb

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Income annuities and fixed indexed annuities might be better than bonds for retirees, but it depends on your own situation and goals. Let's look at some options.

For more information, visit the show notes at https://erwealth.com/podcastblog/should-i-get-an-annuity

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In this episode of Retire You Way Radio, we talk about more than just money. We look at the relationship of money, health, and time and how to maximize those resources to create memorable experiences throughout your life.

For more information, visit the show notes at https://erwealth.com/podcastblog/100-billion-at-90-or-broke-at-20

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What's up with the housing market, and how is there a housing shortage? Tim Doehrmann, CFP®, answers these questions here and on Retire Your Way Radio. 

For more information, visit the show notes at https://erwealth.com/podcastblog/whats-up-with-the-housing-market

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Parts of the SECURE Act 2.0 go into effect January 1, 2023. There is a lot to unpack, but Tim hits on the highlights and how it will affect your retirement.

For more information, visit the show notes at https://erwealth.com/podcastblog/how-will-the-secure-act-20-affect-your-retirement

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A good, comprehensive financial advisor can boost investment performance by using tax planning strategies, such as asset location. Here's how.

For more information, visit the show notes at https://erwealth.com/podcastblog/how-tax-planning-boosts-investment-performance.

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December 7, 2022 10 mins

On Retire Your Way Radio, Tim Doehrmann, CFP®, talks about annuities and how to decide whether or not to include an annuity in your retirement portfolio.

For more information, visit the show notes at https://erwealth.com/podcastblog/should-you-consider-an-annuity.

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A break-even analysis is useful for comparing investments, but Social Security is not an investment. Social Security is more like an insurance policy.

For more information, visit the show notes at https://erwealth.com/podcastblog/social-security-break-even-analysis

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On Retire Your Way Radio, Tim shares a list of 7-figure retirement dos and don’ts. List lovers will appreciate these 8 tips for a successful retirement.

For more information, visit the show notes at https://erwealth.com/podcastblog/your-7-figure-retirement-dos-and-donts 

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Moving to a state with no income tax in retirement sounds great, but what about property taxes, sales taxes, and insurance rates? Move for lifestyle, not taxes!

For more information, visit the show notes at https://erwealth.com/podcastblog/moving-to-a-state-with-low-income-taxes

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Tim Doehrmann, CFP®, talks about how proposed guidance from the IRS on required minimum distributions (RMDs) from inherited IRAs could affect you or your heirs.

For more information, visit the show notes at https://erwealth.com/podcastblog/new-rmd-rules-for-ira-beneficiaries

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The jump to retirement is a big change after working full time for many years or decades. What if you could phase into it with a part-time retirement? Here's how!

For more information, visit the show notes at https://erwealth.com/podcastblog/part-time-retirement-with-phased-retirement

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In this episode of Retire Your Way Radio, Tim talks about how asset location can be combined with your desired asset allocation to reduce your taxable income.

For more information, visit the show notes at https://erwealth.com/podcastblog/reduce-taxable-income-with-asset-location

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2021 has been called the Great Resignation as Americans chose to leave their jobs in record numbers. But is the Great Resignation sustainable for retirees?

For more information, visit the show notes at https://erwealth.com/podcastblog/is-the-great-resignation-sustainable.

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February 2, 2022 11 mins

Raise your standard of living for half the cost by living abroad? On Retire Your Way Radio, Tim shares some benefits and tips for living abroad in retirement.

For more information, visit the show notes at https://erwealth.com/podcastblog/living-abroad-in-retirement

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Considering Social Security? On Retire Your Way Radio, Tim gives you the facts beyond the headlines about Social Security being depleted sooner than expected.


For more information, visit the show notes at https://erwealth.com/podcastblog/is-social-security-really-going-to-run-out

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Tim shares a Morningstar study about why investors underperform every year and how to improve your returns. He also ties in how advisors can add value.

For more information, visit the show notes at

https://erwealth.com/podcastblog/why-investors-underperform-every-year-how-to-improve-returns

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On Retire Your Way Radio, Tim talks about the U.S. national debt, why the debt ceiling doesn't really matter, and the role of Modern Monetary Theory.

For more information, visit the show notes at https://erwealth.com/podcastblog/how-will-us-government-pay-debt

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October 6, 2021 7 mins

Do you feel a rush to retire? On the Retire Your Way Radio podcast, Tim reviews an article about more Americans considering retirement now due to the pandemic.

For more information, visit the show notes at https://erwealth.com/podcastblog/do-you-feel-the-rush-to-retire

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September 1, 2021 19 mins

On Retire Your Way Radio, Tim shares how to decide if you can self fund for long-term care and the two types of long-term care insurance with pros and cons.

For more information, visit the show notes at https://erwealth.com/podcastblog/planning-for-long-term-care

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