The Retirement Nerds

Most people have Social Security completely wrong — and the mistakes are expensive. In this video, Erik Soderborg and financial advisor Zacc Call correct 12 of the most common Social Security misconceptions, including...

LLC vs S-Corp vs Sole Proprietorship — which business structure saves you the most in taxes, protects you from liability, and sets you up for retirement? CPA Daniel breaks it all down. In this video, I sit down with...

<p>Roth conversions, Social Security timing, RMDs, and IRMAA — what order should you tackle retirement decisions? Most people start with the wrong one.</p><p>In this episode, Erik Soderborg from The Retirement Nerds and...

<p>When should you take Social Security — at 62, 67, or 70? The answer depends on whether you're single or married, and the math looks very different for each. In this episode, Erik Soderborg and Zacc Call, president of...

<p>Social Security break-even age — it sounds simple, but most people calculate it wrong. In this episode, Erik Soderborg sits down with Zacc Call, president of Capita Financial Network, for Part 3 of our 4-part Social...

<p>Are you getting every Social Security benefit you're entitled to?</p><p>Most retirees only claim one — but there are actually four different types of benefits available depending on your situation.</p><p>In this...

<p>💵 How is your Social Security benefit calculated? </p><p>In Part 1 of our 4-part Social Security series, financial expert Zacc Call explains the Primary Insurance Amount (PIA) - the foundation of your Social...

<p>How much does long-term care really cost — and how do you actually prepare for it? In this video, I sit down with Marc Glickman, President of BuddyIns, to break down everything you need to know about long-term care...

<p>💰 Considering an annuity for retirement income? Financial expert Zacc Call breaks down everything you need to know about annuities - how they work, the fees involved, pros and cons, and whether they're the right...

<p>Required Minimum Distributions can be one of the most confusing parts of retirement planning — and getting them wrong can lead to unnecessary taxes, missed opportunities, and costly mistakes.</p><p>In this video, we...

<p>Do you know about the two Roth 5-year rules? If you don't, violating them could cost you thousands in penalties and taxes. </p><p>RELATED...

<p>Talking to your parents about estate planning can feel uncomfortable… but waiting too long can create confusion, conflict, and costly mistakes.In this episode, Jim Burch talks about how to start the estate planning...

<p>If you want to know how to approach a mathematically sound roth conversion strategy, watch this video!</p><p>Social Security Taxability Video:</p><p>https://youtu.be/NxH2jHzZwFo</p><p>Get the Free Social Security...

<p>Most people know they should have an estate plan — yet millions never finish one. In this episode of The Retirement Nerds, I sit down with estate planning expert Jim Burch to break down the biggest hurdles that stop...

<p>If you want to help your children financially without triggering unnecessary taxes or IRS headaches, Daniel the CPA explains how to do this in the smartest, most tax-efficient ways.</p><p>We cover the annual gift tax...