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.
Episodes
21 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
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...
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37:52
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...
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50:10
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...
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30:58
Supercharge Roth Conversions Through DAFs
SummaryIn this episode, Craig Wear discusses how to supercharge your Roth conversion strategy by using donations. He introduces the concept of Qualified Charitable Donations (QCDs) and explains how they can be used to offs...
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18:33
Recession proof your investments with this...
Join in to listen to Craig and Matt Blackwell discuss how to recession proof your investments. Special Guest: Matt Blackwell
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39:37
Investment ideas ahead of a recession!
Today's primary objective is to provide insight into the current financial climate and offer potential solutions. We have a special guest who will share valuable insights. Contact Ben Nelson:646-849-6840
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40:51
The Inside Scoop of Roth Conversions
Listen in to ‘three dudes’ talking about the inside story of doing Roth conversions. Craig, Derrick DeHays and Ted Irwin talk about the specialized field of Roth conversion advice. Learn about the fears that many people have around Roth convers...
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36:31
The best investment I've ever made!
In this podcast, financial coach Craig Wear and fitness expert Chuck Kastor discuss their program on helping people achieve their fitness and financial goals. They discuss how people tend to yo-yo in their fitness progress and how their program...
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41:38
Unlocking the Power of Alternative Investments for Retirees with Ben Fraser
Ben and Craig discuss the evolution of alternative investments, highlighting how improved access and transparency have made it easier for individuals to invest in private markets. They explain that investors can benefit from greater diversifica...
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46:15
3 Biggest Fears of Roth Conversions
To watch to full VIDEO version of the podcast click HERE.Check out the Roth Conversion Deliverable here
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14:27
Why is it so difficult to get a straight answer on Roth conversion advice?
Check out the Roth Conversion Deliverable here!Here is access to my first book, Paying the Pi...
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21:41
Secure Act 2.0's Impact on Roth Conversions
Tune in to learn more about the Secure Act 2.0!Click here to schedule your FREE consult with our awesome team of CFP®sHere is access to Craig’s first book,
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39:21
5 Reasons Why Roth Conversions are Critical to Your Plans for Retirement
Tune in to learn 5 Reasons why Roth conversions are critical to your plans for retirement!Click here to schedule your FREE consult with our awesome team of CFP®sHere i...
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19:25
SECURE 2.0 - All you need to know...
Tune in to learn more about the Secure Act 2.0!Click here to schedule your FREE consult with our awesome team of CFP®sHere is access to Craig’s first book,
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Season 1
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Episode 4
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24:01
Interview with Jay Tompkins, CPA
Click here to schedule your FREE consult with our awesome team of CFP®sDownload your copy of
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Episode 3
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33:24