The 'What's Next?' Retirement Podcast

The 'What's Next?' Retirement Podcast

Por: Craig Wear, CFP®
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. 
22 episodios disponibles

Latest episodes of the podcast The 'What's Next?' Retirement Podcast

The Roth Illusion: Why Most Software Gets It Wrong 13/06/2025
Maximizing Your Medicare: Essential Tips for Open Enrollment 2024 with Expert Emily Gang 13/11/2024
The Truth About Capital Gains and Roth Conversions – A CPA’s Take 07/11/2024
Medicare Open Enrollment 101: Navigating Changes with Todd Morrissey and Craig Wear 01/11/2024
Roth Conversion Myths and Tax Pitfalls: Insights from a CPA with Glenn Block 14/10/2024
Tax Tips if You’re Headed (back) to Canada 29/04/2024
My Medicare Audit: A Personal Journey to Optimal Coverage 21/03/2024
Unlocking Your Retirement Goldmine: How to Legally Tap into Your 401K and Pension Now 07/03/2024
Supercharge Roth Conversions Through DAFs 27/02/2024
Recession proof your investments with this... 16/11/2023
Investment ideas ahead of a recession! 26/10/2023
The Inside Scoop of Roth Conversions 01/06/2023
The best investment I've ever made! 26/05/2023
Unlocking the Power of Alternative Investments for Retirees with Ben Fraser 19/05/2023
3 Biggest Fears of Roth Conversions 27/04/2023
Why is it so difficult to get a straight answer on Roth conversion advice? 05/04/2023
Secure Act 2.0's Impact on Roth Conversions 20/03/2023
5 Reasons Why Roth Conversions are Critical to Your Plans for Retirement 06/01/2023
SECURE 2.0 - All you need to know... 27/12/2022
Interview with Jay Tompkins, CPA 15/07/2022
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