The 'What's Next?' Retirement Podcast
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.
Podcasting since 2022 • 21 episodes
The 'What's Next?' Retirement Podcast
Latest Episodes
Maximizing Your Medicare: Essential Tips for Open Enrollment 2024 with Expert Emily Gang
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 enrollment...
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21:47
The Truth About Capital Gains and Roth Conversions – A CPA’s Take
SummaryIn 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 tax savings and th...
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21:58
Medicare Open Enrollment 101: Navigating Changes with Todd Morrissey and Craig Wear
Interested in talking with Todd and his team? Schedule some time with them here:https://hello.q3adv.com/todd-podcastIn this episode of What's Next in Retirement, host Craig Wear and guest Todd Morrissey, President o...
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16:38
Roth Conversion Myths and Tax Pitfalls: Insights from a CPA with Glenn Block
SummaryIn 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 planning, ...
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29:44