FINANCIAL LITERACY

Tim talks about how to reduce your lifetime tax liability by using Roth IRA conversions, how to get more money into a Roth IRA with a “backdoor Roth,” and how to use a Roth IRA for college savings.

A Roth IRA is a great tax planning tool to include in your retirement plan. Roth IRAs can be used to save for retirement, save for college (bet you didn’t know that one!), and convert traditional IRA assets. In this article, I talk about the difference between traditional IRAs and Roth IRAs and explain the Roth IRA contribution limits and Roth IRA distribution rules.

What is a retirement tax bomb? This episode covers the problem and how it can lead to an income tax bomb and a Medicare tax bomb. We also discuss the widow's tax and how an income tax bomb can affect your heirs.

Income annuities and fixed indexed annuities might be better than bonds for retirees, but it depends on your own situation and goals. Let's look at some options.

In this episode of Retire You Way Radio, we talk about more than just money. We look at the relationship of money, health, and time and how to maximize those resources to create memorable experiences throughout your life.

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.

On Retire Your Way Radio, I talked about annuities and how to decide whether or not to include them in your retirement portfolio.

On Retire Your Way Radio, Tim shares a list of 7-figure retirement dos and don’ts. List lovers will appreciate these 8 financial tips for a successful retirement.

Moving to a state with no income tax in retirement sounds great, but what about property taxes, sales taxes, and insurance rates? Move for lifestyle, not taxes!

Raise your standard of living for half the cost by living abroad? On Retire Your Way Radio, I share some benefits and tips for living abroad in retirement.

On Retire Your Way Radio, I share how to decide if you can self fund for long-term care and the two types of long-term care insurance with pros and cons.

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 this episode of Retire Your Way Radio, I describe how our dynamic distribution strategy with guardrails works for providing on-going retirement income and how we determine how much money you can safely withdraw from your investments in retirement.

This week on Retire Your Way Radio, I talk about 4 strategies to consider in your Social Security planning process plus what you can do if you are not happy with the Social Security decision you have already made.

Since we specialize in working with clients close to or in retirement, Medicare is often a topic of conversation and always a part of our planning process. Today, I am going to touch on some of the basics of Medicare.

Today we’re going to test your knowledge about Social Security. Social Security is one of those things that most of us don’t think much about until we get close to retirement. Of course, that's only natural! However, I’m in business to help you put all the pieces together before and when you get to this phase.

Today we welcome Scott Witzig of Morton Community Foundation to Retire Your Way Radio as our first podcast interviewee. In this interview, I asked Scott a few questions about Morton Community Foundation and donor advised endowment funds.

I talk about the difference between a retirement rehearsal and a practice retirement and how either can help you determine if you are ready for retirement.

Does The SECURE Act address millions of Americans that are unprepared for retirement? I review 7 provisions of The SECURE Act and how they might affect you.

In this episode of the Retire Your Way Podcast, I discuss risk management, and particularly whether or not you should buy long-term care insurance to supplement your retirement plan.