FINANCIAL LITERACY

Tim expertly covers the three main types of accounts and their tax implications with capital gains. He also explores tax loss harvesting and the potential tax burdens of passing different types of accounts to beneficiaries.

Tim discusses the taxation of Social Security income and highlights the provisional income formula. He also discusses how adjusted gross income can affect Medicare premiums.

Changes in RMD ages provide more "gap years" for tax planning, allowing individuals to lower their lifetime tax liability. We also look at how capital gains on mutual funds affect taxes in retirement.

By implementing tax planning strategies, you can make informed decisions that maximize your retirement income and minimize your tax burden.

The U.S. income tax code has always had seven tax brackets based on income level, but the rates have fluxuated based on economic policies, political agendas, and societal needs.

Are you worried about the looming threat of a retirement tax bomb? In this short video, I'll explore what the main problem is and how it relates to paying too much in taxes during retirement!

What's up with the housing market, and how is there a housing shortage? Tim Doehrmann, CFP®, answers these questions here and on Retire Your Way Radio.

Are you considering Social Security? On Retire Your Way Radio, I give you the facts beyond the headlines about Social Security being depleted sooner than expected.

On Retire Your Way Radio, I’m sharing a recent Morningstar study about why investors underperform every year and how to improve your returns. I also tie in how advisors can add value.

On Retire Your Way Radio, I talk about the U.S. national debt, why the debt ceiling doesn't really matter, and the role of Modern Monetary Theory.

Do you feel a rush to retire? On the Retire Your Way Radio podcast, I review an article about more Americans considering retirement now due to the pandemic.

In this episode of Retire Your Way Radio, I interview Maggie Klokkenga, financial coach and owner of Make a Money Mindshift, and we dive into our money mindset.

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. Today I talk 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.

In this episode of Retire Your Way Radio, I talk 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 I compare the present time to The Gilded Age in American history.

There is a lot of confusion about President-elect Joe Biden’s tax proposals. And with the state of the economy and a nearly split Senate, it’s hard to say what tax changes could actually be passed in 2021. Today, I’m going to highlight some of Biden’s tax proposals and what they could mean for your retirement.

Today I’m going to go a bit more in depth to explain the“Don’t fight the Fed” line you’ve been hearing in some of our weekly emails. Then we’ll wrap up with a Twitter thread from Peter Mallouk for more clarification on why the markets are bouncing back so well.

This week I want to provide an update on the current market volatility, discuss important things to keep in mind during this uncertainty, and share 3 action items I am recommending to my clients.

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

In this episode of Retire Your Way Radio, I talk about the reality of how impeachment proceedings affect the stock market by looking at prior impeachments and the economic forces going on at the time.

This episode comes from conversations I’ve had recently concerning interest rates, inflation, economic growth and why they are all relatively low in historical terms. We dig into how the global financial paradigm has changed and why the basic principles of investing can no longer be taken for granted in today’s world.