Financial Education

Tim shares the secrets of successful retirees, offering insights into how they conquered the retirement mountain. Discover these key behaviors and gain valuable insights for your own retirement journey.

Is it inflation or is it ‘lifestyle creep’ that is really draining our bank accounts? Let's address what is actually making us feel like we have less money.

Tim breaks down the "behavior gap" and why avoiding marketing timing and opting to stick to a well-thought-out financial plan is crucial for retirement success.

Get the lowdown on how expiring tax laws could impact you in 2026. Tim breaks down the potential effects of the TCJA sunset and strategies you can take to prepare.

Tim breaks down the 20 most common investment mistakes as outlined by the CFA Institute. This emphasizes the importance of planning ahead, minimizing emotional decisions, considering risk tolerance, and the importance of partnering with a financial professional.

Tim discusses four common misconceptions about aging that can negatively impact individuals' mental, physical, and emotional well-being.

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.