Hosted by Erik Soderborg · 🇺🇸 US · EN · 51 episodes
Established thought leaders with verified media credentials.
Retirement gets complicated. Medicare, Social Security, Investments, and your Estate Plan are the core of your retirement decisions, but each of those gets remarkably complex. They are mazes with minefields every step of the way that lead to confusion and nightmares. Our channel puts out videos to help remove obstacles, clear up the mess, and keep your retirement decisions a whole lot more simple.
Erik Soderborg hosts The Retirement Nerds, a education show with 51 episodes published.
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 Dani
Roth conversions, Social Security timing, RMDs, and IRMAA — what order should you tackle retirement decisions? Most people start with the wrong one. In this episode, Erik Soderborg from The Retirement Nerds and Zacc Call
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 Cap
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 Secu
Are you getting every Social Security benefit you're entitled to? Most retirees only claim one — but there are actually four different types of benefits available depending on your situation. In this video, I sit down wi
💵 How is your Social Security benefit calculated? 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 Security retiremen
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 insur
💰 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 choice
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. In this video, we discuss: •
Do you know about the two Roth 5-year rules? If you don't, violating them could cost you thousands in penalties and taxes. RELATED VIDEOS: https://youtu.be/RODrPaJ-xNU https://youtu.be/9boiPwzOats ZACC'S CHANNEL: https:/
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 conve
If you want to know how to approach a mathematically sound roth conversion strategy, watch this video! Social Security Taxability Video: https://youtu.be/NxH2jHzZwFo Get the Free Social Security Taxability Worksheet Here
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 fami
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. We cover the annual gift tax rules, co
Estate Planning expert Jim Burch explains who doesn't need to worry about setting up a trust as well as the 5 benefits to setting up a trust for those who would consider this as part of their estate plan. Jim Burch is th
CPA and tax expert Daniel Astleford shares a simple story of a retiree who got spooked by the news and decided to pull all retirement investments. This triggered a steep and expensive tax bill for this individual who use
Financial expert Zacc Call details how small, weekly financial checkpoints can completely transform your relationship with money and help you have Your Best Financial Year. Zacc Call is a financial advisor and the Presid
Retirees need to keep both Tax Consequences AND Investment Preparation Strategies in mind when planning for a big purchase. There are tax-efficient and investment-efficient ways to make these purchases along with other i
In this interview, I talk with the Director of the Idaho Department of Insurance - Dean Cameron - who is standing up to major Medicare Advantage insurance companies. These companies are eliminating commissions for Medica
In this episode of The Retirement Nerds, Erik Soderborg and Zacc Call walk you through Zacc’s brand new Net Worth Calculator tool — a simple but powerful way to understand where you stand financially. DOWNLOAD THE WORKSH
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The Retirement Nerds is hosted by Erik Soderborg. The show is categorised under education and has published 51 episodes.
The Retirement Nerds has published 51 episodes.
The Retirement Nerds regularly covers education. It sits in the education category.
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Episodes of The Retirement Nerds average 48 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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