
Episode 198 - Money, Mission Trips, and Mistletoe
Nate thanks his team and his clients by telling how they’ve helped him build his business to allow him to give back, and recounts a very recent story of his first Mission Trip.

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Hosted by Nate Miller · 🇺🇸 US · EN · 74 episodes
Established thought leaders with verified media credentials.
Retirement Rescue Radio is a weekly podcast with Author, Financial Advisor, Husband, Father, and Blackbelt, Nate Miller, Founder of Miller Retirement Group headquartered in the heart of the Midwest; Lawrence, Kansas. If you are a retiree, or pre-retiree, this podcast is for you. In it, he will draw on his experience both as an Advisor, and the cumulative knowledge that he received when he had the opportunity to consult with some of the top financial and retirement advisors in the nation. He will be bringing actionable advice and steps that you can take in order to help avoid potentially misleading financial advice and make sure that your retirement income lasts as long as you do and that you not simply survive, but thrive in retirement! Miller Retirement Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and M
Nate Miller hosts Retirement Rescue Radio, a business show with 74 episodes published.

Nate thanks his team and his clients by telling how they’ve helped him build his business to allow him to give back, and recounts a very recent story of his first Mission Trip.

Nate discusses some of the way is that advisors bring value to their clients in more ways than simply investment returns. Source: PDF of the RMA study guide. Pages 16 – 19

Nate shares some actual good news about the economy amidst a lot of negative. Good news is out there! Source: https://www.youtube.com/watch?v=7er_Cjknknw https://www.dailywire.com/news/trump-secures-biggest-of-all-trade-

Nate discusses the final big beautiful bill and what it means to retirees and pre retirees from a tax and income standpoint. Source: Source: https://taxfoundation.org/research/all/federal/big-beautiful-bill-senate-gop-ta

Nate discusses some of the investment accounts that you can open and investing for retirement other than someone’s retirement plan at work.

Nate discusses how to use certain marketing conditions to your advantage combined with Donor Advised Funds to donate more money to charity in a tax savvy way. Source: https://www.google.com/finance/quote/TSLA:NASDAQ?sa=X

Nate discusses a video that has been making its rounds among his clients that is simply a fear mongering advertisement to sell more newsletter subscriptions and should not be taken seriously. Source: https://www.retireme

Nate discusses the new Act and the positives and negatives of it, and how it could impact retirees and the Social Security Trust Fund. Source: https://www.thinkadvisor.com/2025/01/05/biden-signs-social-security-fairness-

Nate discusses the positives and negatives about the Trump tariffs and how they could affect prices, the market, and retirees’ investments. Source: https://www.washingtonpost.com/opinions/2024/10/28/jeff-bezos-washington

Nate has heard multiple times that Trump wants to cut Social Security, hearing that the source of those concerns was project 2025, so he downloaded all 922 pages, and gets to the bottom of it. Source: https://static.proj

Nate discusses the cost of living adjustment increase for 2025 along with the Medicare premium increase, and again tries, possibly in vain, to temper election season emotions. Source: https://www.thinkadvisor.com/2024/10

Nate discusses a few articles around the theme of underspending in retirement and why some retirees may be hesitant to spend money in retirement, even if their strategies show that they could spend higher amounts. Source

Nate discusses Kamala Harris’s 25% proposed tax on unrealized capital gains. Sources: https://www.forbes.com/sites/robertwood/2024/08/29/kamala-harris-plan-to-tax-unrealized-capital-gain-is-scary-heres-why/ https://www.f

Nate is once again fed up with the narrative of the rich not paying any taxes. Literally every single tax comment that came out of Biden’s mouth is wrong. And not subjectively wrong, not politically wrong, they are every

Nate discusses an article that explains the changes to the Social Security System that Retirees would be willing to make in order to shore up the reserves and bring it back to solvency.

Nate interviews Advisor Josh Miller on some very specific nuanced social security claiming strategies.

Nate interviews Matt Black who busts some myths surrounding retirement.

Nate discusses strategies to retire early and get the income you need while still qualifying for the ACA tax credits. Sources: Health Insurance Marketplace Calculator HealthCare.gov - Count Income & Household Size

Nate discusses a specific claiming strategy that received a major overhaul in 2015. Source: Social Security Filing Rules for Retirement and Spouses Benefits

Nate takes us through some of the questions you should be asking if you are part of the KPERS system, as well as other considerations to help make your pension and lump sum decisions.
Josh Miller
worship leader, songwriter, producer · British International Clay Target Shooting Federation
1 appearance on this show
Matt Black
Serial Entrepreneur
1 appearance on this show
Richard Eisenberg
Jane Street
1 appearance on this show
Chris Green
Principal, Black Fox Elementary · Georgia Student Finance Commission
1 appearance on this show
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Retirement Rescue Radio is hosted by Nate Miller. The show is categorised under business (investing) and has published 74 episodes.
Retirement Rescue Radio has published 74 episodes.
Retirement Rescue Radio regularly covers business, investing, education. It sits in the business category, with a investing focus.
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