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 • 17 episodes
The 'What's Next?' Retirement Podcast
Latest Episodes
Tax Tips if You’re Headed (back) to Canada
This episode focuses on the unique challenges faced by Canadians living and working in the United States and those planning to return to Canada. The conversation covers topics such as cross-border taxation, immigration issues, and retirement pl...
April 29, 2024
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36:48
My Medicare Audit: A Personal Journey to Optimal Coverage
In this conversation, Craig discusses the questions and decisions that arise when preparing for retirement, including the important decision of choosing a Medicare plan. He introduces Emily, a Medicare consultant who helps individuals make info...
March 21, 2024
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49:06
Unlocking Your Retirement Goldmine: How to Legally Tap into Your 401K and Pension Now
SummaryThis episode discusses accessing retirement funds while still working. Marcus Foote, an attorney, shares his discovery of a way to access qualified funds such as 401ks and pension plans. The most common reasons for accessin...
March 07, 2024
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29:54