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, 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 me to cover a topic, send us an email and let us know: support@erwealth.com.

Episodes

July 7, 2021 8 min

In this episode of Retire Your Way Radio, Tim shares 7 steps for widows and widowers to manage the first year alone, based on estate attorney Anna Byrne's personal and professional experience.

For more information, visit the show notes at https://erwealth.com/podcastblog/7-steps-for-widows-and-widowers-in-the-first-year

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Tim talks about 4 financial mistakes made in 2020 and 3 general financial mistakes that are not specific to 2020. 

For more information, visit the show notes at https://erwealth.com/podcastblog/financial-mistakes-made-in-2020

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What is a robo-advisor and how do they compare with hiring a comprehensive financial planner? In this episode of Retire Your Way Radio, Tim talks about what a robo-advisor is, how a robo-advisor works, and who may or may not be a good fit for a robo-advisor. 

For more information, visit the show notes at https://erwealth.com/podcastblog/should-you-use-a-robo-advisor

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In this episode of Retire Your Way Radio, Tim describes how our dynamic distribution strategy with guardrails works to provided on-going retirement income and how we determine how much money you can safely withdraw from your investments in retirement.

For more information, visit the show notes at https://erwealth.com/podcastblog/dynamic-distribution-retirement-income-withdrawal-strategy

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This week on Retire Your Way Radio, Tim talks about 4 strategies to consider in your Social Security planning process plus what you can do if you are not happy with the Social Security decision you have already made.

For more information, visit the show notes at https://erwealth.com/podcastblog/strategies-for-social-security-planning

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March 3, 2021 11 min

In January 2021, a short squeeze of the stock of GameStop and other publicly-traded companies made headlines. Perhaps you heard the term "short squeeze" and wondered what a short squeeze is. Tim talks about what happened to cause the rapid increase in the stock price of GameStop, why it could happen again, and how it doesn’t have to affect your retirement.

For more information, visit the show notes at https://erwealth.com/p...

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February 3, 2021 11 min

In this episode, Tim talks about two true and seemingly opposite stories of how American consumers as a whole are in the best financial shape they have ever been in while so many consumers are in the worst financial shape they have ever been in. Then he compares the present time to The Gilded Age in American History.

For more information, visit the show notes at https://erwealth.com/podcastblog/the-gilded-pandemic

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There is a lot of confusion about President-elect Joe Biden’s tax proposals. And with the state of the economy and a likely republican senate, it’s hard to say what tax changes could actually be passed in 2021. Today, Tim highlights some of Biden’s tax proposals and what they could mean for your retirement.

For more information, visit the show notes at https://erwealth.com/podcastblog/how-bidens-tax-proposals-could-affect-your-reti...

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December 2, 2020 15 min

Since we specialize in working with clients close to or in retirement, Medicare is often a topic of conversation and always a part of our planning process. Here in episode 26, Tim touches on some of the basics of Medicare.

For more information, visit the show notes at: https://erwealth.com/podcastblog/medicare-basics

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Today we’re going to test your knowledge about Social Security. Social Security is one of those things that most of us don’t think much about until we get close to retirement. Of course, that's only natural! However, Tim is in business to help you put all the pieces together before and when you get to this phase.

For more information, visit the show notes at: https://erwealth.com/podcastblog/test-your-knowledge-about-social-sec...

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Today we welcome Scott Witzig of Morton Community Foundation to Retire Your Way Radio as our first podcast interviewee. In this interview, Tim asked Scott a few questions about Morton Community Foundation and donor advised endowment funds.

For more information, visit the show notes at https://erwealth.com/podcastblog/donor-advised-endowment-funds-morton-community-foundation

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There are several nuances when it comes to inheriting the assets of an IRA. This depends on the relationship of the beneficiary to the IRA owner, whether the IRA was funded with pretax or after-tax money, and whether the account owner was required to take minimum distributions. Tim touches on some of those nuances here as a guide of things to think about when it comes to planning your legacy. However, please consider talking to an ...

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We focus on tax planning here at Eagle Ridge Wealth Advisors. Today Tim covers four ways to use charitable giving to your advantage to reduce your tax liability.

For more information, visit the show notes at https://erwealth.com/podcastblog/tax-planning-for-the-charitably-inclined

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In this episode, Tim discusses estate planning, including why estate planning is important, common misconceptions about estate planning, and how to get started with estate planning.

For more information, visit the show notes at: https://erwealth.com/podcastblog/estate-planning-misconceptions

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Tim goes more in depth to explain the“Don’t fight the Fed” line you’ve been hearing in some of our weekly emails. Then he wraps up with a Twitter thread from Peter Mallouk for more clarification on why the markets are bouncing back so well.

For more information, visit the show notes at https://erwealth.com/podcastblog/this-market-believe-it-or-not

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Today, Tim covers the main types of insurance coverage and how to determine what coverage you need. The types of insurance covered are life, disability, umbrella liability, property and casualty, and long-term care insurance.

For more information, visit the show notes at https://erwealth.com/podcastblog/what-insurance-do-you-really-need

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In this episode, Tim talks about the difference between a retirement rehearsal and a practice retirement and how either one can be used to help you determine if you are ready for the intangibles that go into retirement. Afterall, it's not just the dollars you need to think about when it comes to retirement. 

For more information, visit the show notes at  https://erwealth.com/podcastblog/how-to-rehearse-or-practice-for-retiremen...

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This week Tim provides an update on the current market volatility, discusses important things to keep in mind during this uncertainty, and shares 3 action items he is recommending to his clients.

For more information, visit the show notes at: https://erwealth.com/podcastblog/update-on-current-market-volatility-with-3-action-items

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In this week's episode of Retire Your Way Radio, Tim talks about how to assess the possible impact of the coronavirus (or any future pandemic) on your investment portfolio. He also uses the story of Andy Dufresne from Shawshank Redemption as a great example of playing the long game.

For more information, visit the show notes at: https://erwealth.com/podcastblog/coronavirus-the-long-game-and-andy-dufresne

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Understanding investment fees is challenging! In this article, Tim discusses why investment fees are traditionally so high, how to think about value in relation to an advisor's fees, and why Eagle Ridge Wealth Advisors is different when it comes to value and transparency.

For more information, visit the show notes at https://erwealth.com/podcastblog/investment-returns-receiving-value-from-your-advisor

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