Hear from founder and president, Tim Doehrmann.
Tim explores a detailed review of a couple with a $3.5 million net worth as they consider retiring at age 60, including assets, insurance, healthcare, investment strategies, and tax planning.
You have a $3.5 million nest egg, own your home outright, and wonder: Can we afford to retire at 60 and keep living the life we want? Tim puts that question to the test.
Tim dives into a real-world retirement planning scenario for a single professional with $2 million investable assets at age 56, looking at assets, spending habits, and goals.
See how Tim helped a couple with $1.5 million retire comfortably through tax planning, analyzing expenses, and determining probabilities.
By converting pre-tax money from a traditional IRA to after-tax money in a Roth IRA, individuals can avoid paying higher taxes in the future and potentially save a lot of money over time.
This article covers the difference between traditional IRAs and Roth IRAs, Roth IRA contribution limits, and Roth IRA distribution rules.
Tim shares 5 things retirees wish they spent more money on during retirement. He emphasizes making the most of retirement instead of running up the score.
Tim presents a case study for a couple with $2.4 million in investments. Charlie is retired and Lucy is considering retirement. See how they can best prepare for retirement and continue their same lifestyle.
Tim shares the book Die With Zero by Bill Perkins and challenges traditional retirement planning by emphasizing the importance of maximizing life experiences and maintaining a balance between money and time.
Tim provides an overview of healthcare options for those considering retirement before age 65, but concerned about medical expenses in retirement.
Tim walks through a case study of a couple's retirement plan emphasizing tax planning, guardrails, and a war chest while stressing the importance of considering healthcare costs.
Tim discusses strategically claiming Social Security benefits to maximize retirement income. Factors to consider include health, life expectancy, income, & spousal benefits.
Tim breaks down everything you need to know about deploying a dynamic guardrail withdrawal strategy for a safe income stream during retirement.
Tim presents a retirement plan for a couple with $1.285 million in savings. He analyzes their cash flows, expenses, taxes, and withdrawal rates over time to determine if their savings will last through retirement.
Tim breaks down whether a $1 million nest egg is enough to retire on at age 65 in 2024. He discusses Social Security, Medicare, and strategies for withdrawing retirement income.
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 Doehrmann shows how your monthly Social Security payment is affected if you claim early at age 62 or delay until 70. Determine the best strategy for your retirement by understanding the complex rules around spousal benefits, taxes, and work earnings.
Which accounts will serve you best in retirement? Tim breaks down the key factors to consider during your retirement planning and stresses the importance of balancing cash inflows vs. cash outflows.
Tim shares how calculating your retirement expenses and choosing the right investment accounts can mean the difference between living your retirement lifestyle dreams and running out of money!
Tim covers the problem and how it can lead to an income tax bomb and a Medicare tax bomb. He also discusses the widow's tax and how an income tax bomb can affect your heirs.