Hosted by Craig Wear, CFP® · 🇺🇸 US · EN-US · 22 episodes
Established thought leaders with verified media credentials.
Welcome to another edition of The “What’s Next?” Retirement Podcast with Craig Wear. Life is full of transitions that have a financial impact now and in your future. When finances are affected, there are always questions to ask and choices to make. As an independent Certified Financial Planner for well over thirty years, Craig has helped Americans make decisions that give them their best financial futures. The experiences with so many clients has given him a unique perspective to help with “What’s Next?” for you - as you navigate the unknowns of your own life.
Craig Wear, CFP® hosts The 'What's Next?' Retirement Podcast, a business show with 22 episodes published.
Hosted by: Craig Wear Guest: Daniel Jandro, CFP®, Rothologist at Q3 Advisors 🔍 Episode Summary: In this episode, Craig Wear sits down with Daniel Jandro—aka “The Professor”—to unpack one of the biggest myths in Roth con
Summary: In this episode of What's Next in Retirement, Craig Wear welcomes Medicare expert Emily Gang to unpack the intricacies of Medicare open enrollment. Whether you’re already enrolled or gearing up for your first en
Summary In this conversation, Craig Wear and Glenn Block discuss essential financial strategies for IRA millionaires, focusing on tax implications and the importance of financial education. They emphasize the potential t
Interested in talking with Todd and his team? Schedule some time with them here: https://hello.q3adv.com/todd-podcast In this episode of What's Next in Retirement, host Craig Wear and guest Todd Morrissey, President of M
Summary In this podcast episode, Craig Wear and Glenn Block discuss the intricacies of Roth IRA conversions from a CPA's perspective. They explore the misconceptions surrounding tax brackets, the importance of strategic
This episode focuses on the unique challenges faced by Canadians living and working in the United States and those planning to return to Canada. The conversation covers topics such as cross-border taxation, immigration i
In this conversation, Craig discusses the questions and decisions that arise when preparing for retirement, including the important decision of choosing a Medicare plan. He introduces Emily, a Medicare consultant who hel
Summary This episode discusses accessing retirement funds while still working. Marcus Foote, an attorney, shares his discovery of a way to access qualified funds such as 401ks and pension plans. The most common reasons f
Summary In this episode, Craig Wear discusses how to supercharge your Roth conversion strategy by using donations. He introduces the concept of Qualified Charitable Donations (QCDs) and explains how they can be used to o
Join in to listen to Craig and Matt Blackwell discuss how to recession proof your investments. Special Guest: Matt Blackwell Schedule a call to learn more www.reliant-mgmt.com mblackwell@reliant-mgmt.com Check out my boo
Today's primary objective is to provide insight into the current financial climate and offer potential solutions. We have a special guest who will share valuable insights. Contact Ben Nelson: 646-849-6840 bnelson@ashcrof
Listen in to ‘three dudes’ talking about the inside story of doing Roth conversions. Craig, Derrick DeHays and Ted Irwin talk about the specialized field of Roth conversion advice. Learn about the fears that many people
In this podcast, financial coach Craig Wear and fitness expert Chuck Kastor discuss their program on helping people achieve their fitness and financial goals. They discuss how people tend to yo-yo in their fitness progre
Ben and Craig discuss the evolution of alternative investments, highlighting how improved access and transparency have made it easier for individuals to invest in private markets. They explain that investors can benefit
To watch to full VIDEO version of the podcast click HERE . Check out the Roth Conversion Deliverable here ! Here is access to my first book, Paying the Piper . Here is a link to my most recent book, Roth Conversion Secre
Check out the Roth Conversion Deliverable here ! Here is access to my first book, Paying the Piper . Here is a link to my most recent book, Roth Conversion Secrets . Click here to schedule your FREE consult with our awes
Tune in to learn more about the Secure Act 2.0! Click here to schedule your FREE consult with our awesome team of CFP®s Here is access to Craig’s first book, Paying the Piper. Here is a link to Craig’s most recent book,
Tune in to learn 5 Reasons why Roth conversions are critical to your plans for retirement! Click here to schedule your FREE consult with our awesome team of CFP®s Here is access to Craig’s first book, Paying the Piper. H
Tune in to learn more about the Secure Act 2.0! Click here to schedule your FREE consult with our awesome team of CFP®s
Tune in to learn more about the Secure Act 2.0! Click here to schedule your FREE consult with our awesome team of CFP®s Here is access to Craig’s first book, Paying the Piper. Here is a link to Craig’s most recent book,
Glenn Block
2 appearances on this show
Emily
Cal State Long Beach President's Ambassador · The Rooted Vine
1 appearance on this show
Ben Nelson
Partner at Wild Oak Capital and Former Red Bull Event Producer · Minerva University
1 appearance on this show
Ben Fraser
Chief Investment Officer · Aspen Funds
1 appearance on this show
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The 'What's Next?' Retirement Podcast is hosted by Craig Wear, CFP®. The show is categorised under business (investing) and has published 22 episodes.
The 'What's Next?' Retirement Podcast has published 22 episodes.
The 'What's Next?' Retirement Podcast regularly covers business, investing. It sits in the business category, with a investing focus.
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Episodes of The 'What's Next?' Retirement Podcast average 31 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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