Retirement Rescue Radio

Episode 198 - Money, Mission Trips, and Mistletoe

Nate thanks his team and his clients by telling how they’ve helped him build his business to allow him to give back, and recounts a very recent story of his first Mission Trip.

Episode 197 - How Advisors Add Value. It’s Probably Different than what You Think!

Nate discusses some of the way is that advisors bring value to their clients in more ways than simply investment returns. Source: PDF of the RMA study guide. Pages 16 – 19

Episode 196 - The American Blue-Collar Boom

Nate shares some actual good news about the economy amidst a lot of negative. Good news is out there!   Source: https://www.youtube.com/watch?v=7er_Cjknknw   https://www.dailywire.com/news/trump-secures-biggest-of-all-trade-deals-with-eu

Episode 195 - The Big Beautiful Bill has Passed!

Nate discusses the final big beautiful bill and what it means to retirees and pre retirees from a tax and income standpoint. Source: Source:  https://taxfoundation.org/research/all/federal/big-beautiful-bill-senate-gop-tax-plan/?fbclid=IwY2xjawLd9pFleHRuA2FlbQIxMABicmlkETFtek5ubTdCdGpRZmNBYUJ4AR6uSuBkMY86eLyoFqqojCAZpOm-p8Q6HdAwudH36aM3IIpB87suXhhczXnPqg_aem_CJzShSC6xo4fgn4zdqtJ1A https://wcginc.com/blog/one-big-beautiful-bill-obbb/?fbclid=IwY2xjawLd9pRleHRuA2FlbQIxMABicmlkETFtek5ubTdCdGpRZmNBYUJ4AR6r4UcjFtXxACgx8GL_V4V6NN_YDbEtuBWV8WOpOYFc2Kdw_ZQfHbQsiJCiKA_aem_U8UJN1gOXxOnqnL3r2_ygQ https://fortune.com/2025/07/04/trump-signs-one-big-beautiful-bill-into-law-what-that-means-for-your-money/?fbclid=IwY2xjawLd9pdleHRuA2FlbQIxMABicmlkETFtek5ubTdCdGpRZmNBYUJ4AR6uSuBkMY86eLyoFqqojCAZpOm-p8Q6HdAwudH36aM3IIpB87suXhhczXnPqg_aem_CJzShSC6xo4fgn4zdqtJ1A https://www.bogleheads.org/forum/viewtopic.php?t=457576&fbclid=IwY2xjawLd9ppleHRuA2FlbQIxMABicmlkETFtek5ubTdCdGpRZmNBYUJ4AR407mFk2xmCzWFyWon2IGB7_jeIo0I-XTxpahqmkmXXb4-uLDQm2PC2_RCQQg_aem_rvC6014ec7oA7UKO0VOStA https://www.cnbc.com/guide/what-trumps-one-big-beautiful-bill-means-for-your-money/?fbclid=IwY2xjawLd9p1leHRuA2FlbQIxMABicmlkETFtek5ubTdCdGpRZmNBYUJ4AR6wVUnF2upPPztlAZqRSg7S26TGBropG5kPJk60gng_R347FApSKsiLijoTIg_aem_MINsVbLaK7sDXlgYKBBjaQ#senior-bonus-deduction

Episode 194 - Beyond Work Retirement Plans: Exploring Investment Account Options

Nate discusses some of the investment accounts that you can open and investing for retirement other than someone’s retirement plan at work.