Erik Soderborg - Podcast Details

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The Retirement NerdsWhich Trust Is Right for You? Revocable vs Irrevocable ExplainedRevocable vs Irrevocable Trusts – What’s the difference, and which one should you choose? In this video, we break down the pros and cons of both types of trusts so you can make an informed decision when it comes to estate planning, asset protection, and avoiding probate.Connect with Jim and his team at Easy Legal Planning:Website: EasyLegalPlanning.comEmail: Service@EasyLegalPlanning.comYou’ll learn:• What a revocable trust is and when to use one• The key features of an irrevocable trust• Which trust protects your assets from creditors• How each trust impacts taxes and control• The biggest mistakes people make when...2025-07-1139 min

Making the TeamMost People Are WRONG About The Rules of Basketball35-Year Basketball Official reveals the realities of high school officiating. For any athlete, coach, or parent, this information is a must-watch to better understand how to work with referees, even if you disagree with calls. Turns out, most people don't actually know basketball rules, and your fiery taunting of referees is not helping, but hurting your team. Special thanks to Bret Kinghorn for being willing to answer the tough questions and provide these valuable insights. Please consider following us on social:https://www.youtube.com/@MakingTheTeamPodcast/sub_confirmation=1https...2025-07-011h 23

Making the TeamThe Difference Between High School and College Basketball - Ike PalmerIke Palmer is a 6'6" wind currently playing at Utah State Eastern. In his freshman season, he averaged 17 points per game and is a force to be reckoned with. Ike had a stellar high school career at Herriman High School and currently holds several school records, including scoring 39 points in a game. Ike shares his perspective on the transition from high school to college athletics. Follow Ike here:https://www.instagram.com/ikepalmerr/Please consider following us on social:https://www.youtube.com/@MakingTheTeamPodcast/sub_confirmation=1 2025-06-2523 min

Making the TeamWhat Do You Do When You Want to Quit? - Lance GummersallIt's easy to give in to self-doubt and the urge to quit, especially when facing challenges. But by focusing on mental strength and grit, you can learn to believe in yourself and push through those tough times. Lance Gummersall is entering his 19th season as a coach. It will be his 2nd year as the Riverton Head Basketball Coach and he shares the challenges and struggles of building a program from year one. Lance shares how a competitive drive and will to win is impossible to ignore, but the life lessons for the kids are...2025-06-2357 min

The Retirement NerdsGiving Cash Is The LEAST Effective Way to Donate to CharityUsing existing tax advantages when you donate to charities allows you to donate even more than you otherwise could. If giving to charities is a part of your life and your mission, there are ways outside of giving just cash that will be more beneficial to you and the charities.Our video on above the line and below the line tax strategies: https://youtu.be/PiGFVuAT67QIf you'd like our help with your charitable giving or tax strategies, reach out at https://TheRetirementNerds.com/=============================Send me a message!2025-05-2754 min

The Retirement NerdsAre You Prepared For Long Term Care? | Long Term Care 101Here is the link to mess with the Long Term Care cost calculator:https://partner.buddyins.com/retirementnerdsMarc Glickman is the CEO of Buddy Ins and helps people all over the country plan for the four major long term care questions:1. Where will I receive care?2. Who will provide the care?3. How much will it cost?4. How will I pay for it?Other Resources:Free Retirement Nerds Newsletter: https://theretirementnerds.com/newsletter/Services:MedicareSocial...2025-05-1437 min

Making the TeamDavis Darts Senior Captain's Dagger 3 Crushed the Hearts of his State Championship OpponentsBryker Couser is a vocal senior team captain of the Davis Darts. They are fresh off their 2025 Utah 6A State Championship and Bryker made some crucial plays down the stretch to put the game away for his team. Bryker talks about accepting his role on the team, being ready for big moments, and his future. Special thank you to Red Petal Media and Isaac Fisher SportsPhotos for the insanely awesome highlight videos and pictures. Be sure to check out the Davis High Basketball Instagram page: https://www.instagram.com/davishighbasketball/Please...2025-05-1233 min

Making the TeamUtah's 6A Player of the Year - Coleman AtwaterColeman Atwater is one of Utah's top basketball players. He is a prolific scorer, and the senior leader of the State Championship Davis Darts. He led the state in 3 pointers and was the 2nd leading scorer in 6A. Coleman is a serious athlete, but he's also brilliant, earning academic all state honors. He has devoted a lot of time and energy to becoming the player and young man he is. We hope you enjoy his insights. Special thank you to Red Petal Media and Isaac Fisher SportsPhotos for the insanely awesome highlight videos...2025-05-1151 min

The Retirement NerdsSimple Ways to Reduce Your Taxes Immediately and Save ThousandsAre you looking for ways to reduce the taxes on your income? Zacc Call goes over tax strategies from simple to more advanced. Schedule a free call with Zacc’s team to review your tax saving opportunities: https://theretirementnerds.com/contact-us/Other Resources:Free Social Security Taxability Worksheet: https://theretirementnerds.com/social-security-worksheet/Free Money and Mind Ebook: https://theretirementnerds.com/money-mind/Free Retirement Nerds Newsletter: https://theretirementnerds.com/newsletter/The 7 Prosperity Projects Book: https://amzn.to/4dvxWgAServices:The Retirement Nerds partners help wi...2025-05-111h 28

Making the TeamBennett Wright's Journey from Soccer Player to Basketball Team Captain and State ChampionBennett Wright is a Senior Team Captain for the 2025 6A State Champion - Davis Darts. Bennett shares his basketball story and how accepting his role to make the team better meant putting aside some personal glory to achieve success for the entire team. We are grateful to have him on the show and hope you enjoy his perspective. Be sure to check out the Davis High Basketball Instagram page: https://www.instagram.com/davishighbasketball/Please consider following us on social:https://www.youtube.com/@MakingTheTeamPodcast/sub_confirmation=1https://www.instagram.com/making_the_team/https://www.tiktok.com/@making...2025-04-3020 min

The Retirement Nerds10 Retirement Myths From Canada You May Not Want to BelieveSteve Willems sat down to go through the 10 Retirement Myths he hears most when helping Canadians plan for their retirement. We compare and contrast retirement choices in Canada with those in the United States and go through general concepts of what most retirees actually experience. Connect with Steve here:https://willemswealthplanning.ca/Steve's YouTube Channel:https://www.youtube.com/@willemswealthSome related videos from Steve:https://youtu.be/IM8F8GGsUF0?si=IPv0lWysAy78l5Va https://www.youtube.com/watch?v=6O2gvSF1o2...2025-04-2954 min

Making the TeamThe Life of a Two-Sport High School Athlete (and State Champion)Croydon Christensen is a 6’6” Senior Team Captain for the 2025 6A State Champion - Davis Darts. He is a foundational piece to this team and their success.Croydon shares his thoughts on the season and how he has managed to successfully navigate the stresses and pressures of high school life, all while being an incredible, two-sport athlete with basketball and baseball. We are grateful to have him on the show and hope you enjoy his perspective. Be sure to check out the Davis High Basketball Instagram page: https://www.instagram.com/davishighbasketball/Please consider foll...2025-04-2630 min

Making the TeamFrom Making the Team to Varsity Captain and 2-Time State ChampionLuke Owen is the Varsity Team Captain of the 2-time State Champion Olympus Titans in Salt Lake City, Utah.Luke's character, toughness, and work ethic propelled him into a starring role for his senior season at the basketball powerhouse - Olympus High. Luke is a great basketball player and a solid young man. We hope you enjoy this interview with Luke Owen and learn something from his experience. Luke's Accolades:• 2024/25 2nd Team All State• 2024 & 2025 State Championships• Team CaptainPlease consider following us on social:https://www.youtube.com/@MakingTheTeamPodcast?sub_confirmation=1https://www.instagram.com/making_the_team/https://www.tiktok...2025-04-2536 min

Making the Team2025 Utah's Mr. Basketball & Back-to-Back State Champion - Gavin Lowe | Olympus HighGavin Lowe is Utah's Mr. Basketball after his incredible 2024/2025 season. In his junior year, he led the Olympus Titans to back-to-back state championships. Gavin is a tenacious, relentless player who's toughness and aggression cause chaos for other teams. He is backed by some incredible teammates and a legendary coach in Matt Barnes. We hope you enjoy this interview with Gavin and learn something from his mindset. Gavin's Accolades:• 2024/25 MaxPreps Player of the Year• 2024/25 Utah's Mr. Basketball• 2024 & 2025 State Championships• 1st team All StatePlease consider following us on social:https://www.youtube.com/@MakingTheTeamPodcast?sub_confirmation=1https://www.instagram.com/making_the_team...2025-04-2446 min

Making the TeamOur Favorite Basketball Shoe of the Past 30 YearsErik has a problem and called an intervention for himself after he purchased his 7th pair of Book 1s. Other Eric is here to encourage Erik's obsession with these shoes and we discuss what makes these shoes special while comparing with Jordans, Currys, and Way of Wade alternatives. Congratulations to Andy Strong for winning the Basketball giveaway!Book 1 Contest Rules:• Subscribe to this YouTube Channel and comment with your favorite basketball shoes of all time. • Follow us on Instagram:https://www.instagram.com/making_the_team/• Comment on this Instagram post with your favorite basketball shoes of all time: https...2025-04-1930 min

Making the TeamState Champion Coach Shares the Keys to a Successful Basketball ProgramCoach Chad Sims, head coach of Davis High School in Kaysville, Utah, has won two state championships in the past 4 years in Utah High School Basketball’s highest class designation (6A). His teams are known for their physical defense, aggressive play, and disciplined teamwork. Coach Sims was kind enough to sit down with us and go over the keys to his program’s success over the past 14 years and what players and parents can expect from the high school basketball experience in an excellent program. Be sure to check out the Davis High Basketball Instagram page: https://www...2025-04-181h 07

Making the TeamThe INCREDIBLE Work Ethic of Carlo MulfordCarlo Mulford is a 6'0" phenom point guard at Herriman High School. He just finished his Junior year and here are a handful of his accomplishments. • Team Captain• 1st Team All Region• Region 2 Most Outstanding Player• 1st Team All State• Crossed 1,000 Career Points• Herriman High's All Time Leader in Assists• 2nd Place finish in the State ChampionshipCarlo shares his thoughts on high school basketball, life, and his insatiable work ethic on and off the court. Please consider following us on social:https://www.youtube.com/@MakingTheTeamPodcast?sub_confirmation=1https://www.instagram.com/making_the_team/https://www.tiktok.com/@making.the.tea...2025-03-2737 min

Making the Team6'8" SUU Commit - Cale Barclay - Shares His Basketball Story and SacrificesCale Barclay just finished up a stellar season at Herriman High School.• Team Captain• 1st Team All Region• Academic All Region• Region 2 MVP• 1st Team All State• Academic All StateCale shares his thoughts on basketball, life, and moving on after a tough loss in the State Championship Game.Please consider following us on social:https://www.youtube.com/@MakingTheTeamPodcast?sub_confirmation=1https://www.instagram.com/making_the_team/https://www.tiktok.com/@making.the.teamCHAPTERS0:00 Cale Highlights0:42 Remembering this Season2:40 Region Rivals at State3:27 Cale's Youth5:00 Early Influences5:54 Coaching Style Preferences6:55 Cale's Shooting Ability8:00 Stopping Cale9:13 Where to Improve10:03 Mindset When...2025-03-2728 min

Making the TeamBYU's Winningest Basketball Coach Jeff Judkins Shares His StoryJeff "Juddy" Judkins has one of the most impressive basketball resumes on the planet. He was a high school sensation at Highland High School in Salt Lake City, Utah. He went on to play at the University of Utah where he is currently the 8th all-time leading scorer in Utes history - doing so before the 3-point line or shot clock era.To this day, he is the all time leader in minutes per game in a season at the University of Utah at 38 minutes per game. After his college career, he was...2025-03-261h 43

Making the Team2025 Utah 5A/6A Boy’s Basketball State Tournament RecapWe go over the 2025 Utah 5A and 6A State Tournament brackets and our reactions to the games we saw. Remarkable talent, passion, and players on the court this year with exciting storylines. Notable performances by:Coleman Atwater - Davis High6A Tournament MVPState ChampionCale Barclay - Herriman HighState Runner UpGavin Lowe - Olympus High5A Tournament MVPState ChampionPlease consider subscribing to our channel: https://www.youtube.com/@MakingTheTeamPodcast/sub_confirmation=1Be sure to follow us on other platformsInstagram:https://www.instagram.com/making_the_teamTikTok:https://www.tiktok.com/@making.the.team CHAPTERS0:00 Setting up the Tournament1:46 6A Quarterfinals2:04...2025-03-2636 min

The Retirement NerdsQuestions to Ask a Financial Advisor to Get to the TRUTHHow you ask your financial advisor is just as important as what you ask your financial advisor. If you are thinking of working with a financial advisor, we'll show you not only which questions to ask, but how to get to them in a way that establishes credibility and gets you the answers you really need. Zacc's Article on Questions to Ask:https://www.capitafinancialnetwork.com/education-center/how-to-interrogate-a-financial-professionalOur video on the different types of Financial Professionals:https://youtu.be/8uC1lgkZUWEConnect with Zacc's team at...2025-03-2246 min

Making the TeamThe Basketball You're Using May Be Why Your Shot SucksIs the basketball you're using affecting your shot? We measured 8 different basketballs to see whether or not the ball you're using in your pickup games is affecting your performance. If you're used to shooting with a particular basketball, and then play in a game that uses a different ball, your shooting percentages could suffer. We initially thought it was just a feel and familiarity problem. We learned that different basketballs actually have different weights, which will definitely impact your shooting performance.⚠️ Basketball Giveaway Instructions ⚠️1. Subscribe to this channel. https://www.youtube.com/@MakingTheTeamPodcast?sub_confirmation=12. Comment on this video about yo...2025-03-0719 min

Making the TeamCoach of the Year Explains How to Make a High School Basketball Team and See More Playing Time with Dough MeachamCoach Doug Meacham is the head basketball coach of the Herriman High Mustangs in Herriman, Utah. They are the #1 ranked team in 6A headed into the 2024-2025 state tournament and have their eyes on a state championship. Coach Meacham shares his perspective around how youth and their parents can best prepare for high school athletics, cope with the challenges, get more playing time, and use this time to grow as individuals. High School Sports are a small window that can have lasting impacts on the rest of your life. Here are some of...2025-02-261h 01

The Retirement NerdsWhy the S&P 500 Index May Not Be Your Benchmark - DIY Investing with Zacc CallLearn how to create your own investment portfolio and what the professional financial advisors look for when constructing a solid portfolio. Zacc Call outlines the factors and options available for those who want to do something other than just invest in the S&P 500 index funds. Zacc goes over stocks, index funds, bonds, and other asset classes to help you build your wealth. Connect with Zacc's Team at Capita Here:https://www.capitafinancialnetwork.com/Get The INVESTMENTS Article from the Money & Mind Book Here:https...2025-02-231h 45

Making the TeamTHE BEST INDOOR BASKETBALL FOR SHOOTERS - Only Pure Shooters Will UnderstandTrue shooters can feel the subtle differences between basketballs. In this video, we review 3 of the most popular indoor basketballs on the market and compare them with 2 basketballs that used to dominate the market.Let us know which ball is your favorite. Want to send in questions for us to ask coaches and players? MakingTheTeamPodcast@gmail.com⏰Time Codes⏰0:00 Electric Pumps3:00 Eric's Top 5 3:38 Ball 16:00 Ball 27:54 Ball 38:57 Ball 411:33 Ball 512:23 Eric's Revised List14:47 Erik's Blind Test15:57 Erik's Top 522:40 The Worst24:00 What's coming25:00 What did we miss?---#highschoolbasketball #highschoolsports #basketball 2025-02-1126 min

The Retirement NerdsStop Losing Money to Taxes When You Understand America's Tax Basics with Zacc CallAs you prepare to file your taxes, you will want to understand how your taxes are calculated to ensure you are making the most of your tax situation. There are different types of income, tax rates, and the progressive tax structure of the United States tax code. Zacc Call goes over how to simplify the taxation in America and where they may be some opportunities for you as you plan your tax filings. Get the full Money & Mind eBook for Free here: https://theretirementnerds.com/money-mind/ Get the Tax-Specific Money & Mind article here: https://cdn.prod.website-files.com/61bbaf4759074...2025-02-0756 min

The Retirement NerdsThe Important Responsibilities of Successor Trustees, Executors, and Powers of Attorney with Jim BurchPutting in the right people to act in your Estate Plan is as important as any other decision. Who will act as your successor trustee (trusts), executor (wills), and financial powers of attorney for finances and healthcare decisions will impact how your estate plan is executed upon death. On the other side of the coin, if you are named as one of these important individuals, it is important to understand your responsibilities to carry out the wishes of the people entrusting you with this responsibility. Jim Burch of EasyLegalPlanning.com outlines all of this in this video. Want your...2025-02-0448 min

Making the TeamThe Ugly Truth About the Odds of Making it to the NBAThe odds of a High School VARSITY basketball player of making the NBA is 0.03%. For every 10,000 varsity basketball players, only 2-3 will make it to the NBA. For every kid (and their parents) who dream of making the NBA, the harsh reality is that it is highly unlikely and maybe we should take a step back and appreciate the opportunities to make even a high school team. In this episode, you'll meet the hosts of the Making The Team Podcast: Eric Bland & Erik Soderborg. Submit your questions for high school coaches, players, and referees here: MakingTheTeamPodcast@gmail.com ⏰Time Co...2025-02-0435 min

The Retirement NerdsThe Social Security Fairness Act's Impact on Government Workers with Tyler WilliamsonThe Social Security Fairness Act, HR 82, concerning the Windfall Elimination Provision and Government Pension Offset, was signed into law on January 5, 2025 by President Joe Biden. Tyler Williamson from Capita Financial Network explains what this means for those impacted. This impacts 2.7 million Americans who had their Social Security Benefits reduced by the Windfall Elimination Provision (WEP) or the Government Pension Offset (GPO). The impact of this Act will cause an average increase of about $360 per month for those impacted by WEP or GPO. Connect with Capita Financial Network here: https://www.capitafinancialnetwork.com/ Check out our resources at https://TheRetirementNerds...2025-01-3122 min

The Retirement NerdsProtect ANY Form of Real Estate You May Own with Jim BurchThere are many ways to title your real estate properties, but who or what entity owns that property can have significant consequences when we start talking about probate, taxes, and freedom to sell properties upon death. For most, their home is their single biggest financial asset. Jim Burch masterfully explains the different ways to structure real estate to ensure your assets are passed on effectively and at the lowest cost. If you would like help with your estate plan, here is Jim's information: Jim@EasyLegalPlanning.com EasyLegalPlanning.com Check out our resources at https://TheRetirementNerds.com/ ============================= Send me a...2025-01-2928 min

The Retirement NerdsThe 7 Prosperity Projects You Can Do to Find Real Financial Freedom with Zacc CallIn this video, Zacc Call, a Certified Financial Planner explores the 7 projects to achieve financial freedom. If you are tired of living paycheck to paycheck and want to take control of your finances to build a sustainable future, this video is for you! Zacc breaks down his 7 Prosperity Projects in a simple, step-by-step way that is a proven way to assign your next dollar to the most beneficial task to make sure your money is working for you, rather than you being a slave to the next dollar. Erik asked Zacc these questions a few months back, prompting Zacc...2025-01-271h 43

The Retirement NerdsHow to Avoid the Costly Mistakes of Roth Conversions with Zacc CallYou've decided you want to do a Roth conversion, and in this video, we go over exactly HOW to do a Roth conversion. What is happening during the conversion? What are best practices? And how can you avoid costly mistakes when doing a Roth conversion. Roth vs Traditional Video: https://youtu.be/VHHNYdpVwrU Social Security Tax Tornado Video (with free worksheet): https://youtu.be/ZetbFdEqi2A The Financial Call: https://www.thefinancialcall.com/ Want help? Send me a message! Erik@TheRetirementNerds.com ============================= Join our newsletter for monthly tips, book recommendations, and personal stories! https://theretirementnerds.com/newsletter/ ============================================================ Check out...2025-01-2554 min

The Retirement NerdsDo You Really Need a Living Trust? | Estate Planning 101 with Jim BurchHaving the control to plan what happens to your estate (or stuff) when you die is important to people. If you have property, kids, or financial assets, you want to control who gets what should you pass away. Jim Burch of EasyLegalPlanning.com outlines the important aspects of Estate Planning. What to expect if you do nothing. Is a Will sufficient, or does a Living Trust make more sense? Watch to learn all of the key aspects of a complete estate plan to take care of you and your family. Want your estate...2025-01-231h 17

The Retirement NerdsYou Should Be Getting Much More Than Just Investment Advice For 1% with Zacc CallIf you enjoy hearing about how to keep your financial professionals honest, I recommend listening to my conversation with Zacc Call about the secrets to knowing which type of financial professional you are dealing with. (https://youtu.be/8uC1lgkZUWE) Zacc's Podcast: The Financial Call: https://www.thefinancialcall.com/guided-path Reach out to me here: Erik@TheRetirementNerds.com Subscribe to the Channel @theretirementnerds Join our newsletter for monthly tips, book recommendations, and personal stories! https://theretirementnerds.com/newsletter/ ⏰ TIME CODES ⏰ 0:00 Episode Intro 02:50 🚀 Warren Buffet Challenge 6:51 📈 Investment Funds 10:50 👥 Financial Professional Designations 13:58 🤝 Investments Only Advisor Value 17:43 💰 How to find out advisor fees 21:25 🛠️ If yo...2025-01-231h 07

The Retirement NerdsWhich Financial Professional You Are Working With? And How They Are Paid with Zacc CallThere are many financial professionals out there, and it gets hard differentiating which one you need, how they are paid, and which have conflicting incentives with your hard earned money. Zacc Call, President of Capita Financial Network, goes through the different financial professionals, what services they can offer, how they are paid, and how to know which you should be working with. Download the Financial Professional Reference Sheet here: https://theretirementnerds.com/financial-professionals-guide/ Hear more from Zacc on his podcast - The Financial Call https://www.thefinancialcall.com/ ============================= Send me a message! Erik@TheRetirementNerds.com ============================= ============================= Be Sure to Subscribe...2025-01-211h 29

The Retirement NerdsAvoid the Most Common Early Retirement Mistakes with Jaeden MayIf you want to retire early, there are some important considerations you need to keep in mind. How are your investment accounts taxed? What about Medicare and Social Security? Should you wait or go for it now? Jaeden May from Adams Wealth Advisors goes over how to plan for an early retirement and outlines how to structure your plans into the future. *Connect with Jaeden here:* https://adamswealthadvisors.com/jaeden Need help? Email me! Erik@TheRetirementNerds.com Visit our website: https://www.TheRetirementNerds.com Join our newsletter: https://theretirementnerds.com/newsletter/ ==================================== This video is NOT sponsored. The Retirement Nerds...2025-01-2033 min

The Retirement NerdsMake Smart Money Decisions After the Death of Your Spouse with Jaeden MayLosing a spouse is one of the most devastating experiences. Finances are the last thing on your mind. But, if you don't plan, financial stress could cripple your freedom to mourn in peace. Jaeden May from Adams Wealth Advisors outlines what to do when you lose a spouse and how to plan beforehand to make the unfortunate transition as easy as possible on you and your family. *Connect with Jaeden here:* https://adamswealthadvisors.com/jaeden *Life Insurance Policy Locator* https://eapps.naic.org/life-policy-locator/#/welcome Here is a list from Health Equity of Qualified Medical Expenses (QME): https://www...2025-01-2033 min

The Retirement NerdsAvoid the Social Security Tax Torpedo with Zacc CallIf you're not careful, the fact that Social Security is taxable can lead to you making decisions that become much more expensive than you may have realized. Zacc Call, President of Capita Financial Network, dives into the details of Social Security tax, which then helps determine the value of taking more money out of investments during retirement or whether or not a Roth conversion is worth it. *Here is where to get the Spreadsheet referenced in the video:* https://theretirementnerds.com/social-security-worksheet/ Be sure to check out Zacc's free financial podcast - The Financial Call: https://www.thefinancialcall.com...2025-01-1855 min

The Retirement NerdsQuestions From the Internet: Roth vs Traditional with Zacc CallHow your investment accounts are taxed could save you considerable amounts of money if you use the right investment vehicle. The two most common are Roth and Traditional accounts, especially as we talk about IRAs and 401(k)s. Our original video on Roth vs Traditional generated a lot of questions, so Zacc Call - President of Capita Financial Network - took some time to answer those questions. Watch the original Roth vs Traditional video here: https://open.spotify.com/episode/48MziVxRF0QkKY6IyWhof3?si=xo1ewuirSCGOjPtwpNrBIA Zacc's free Financial Education Platform here: https://www...2025-01-1628 min

The Retirement NerdsProtect Yourself From Running Out of Money in Retirement with Zacc CallIf you are worried about running out of money during retirement, you are not alone. There are things outside your control that will impact your retirement funds. However, the more important things to worry about fall under your control and, with some discipline and knowledge, you can protect yourself against the external risks. Zacc's free Financial Education Platform here: https://www.thefinancialcall.com/guided-path Free Withdrawal Strategy PDF: https://assets-global.website-files.com/61bbaf4759074aa904a63ee6/6408c018dc007469c2e541bc_Withdrawals.pdf Need help? Email me! Erik@TheRetirementNerds.com Visit our website: https://www.TheRetirementNerds.com Join our...2025-01-151h 34

The Retirement NerdsWhen Should You Take Social Security to Get The Most Out of Your Benefits with Zacc CallIf you want to know when you should take Social Security watch this video! Be sure to go to Zacc's free Financial Education Platform here: https://www.thefinancialcall.com/guided-path Need help? Email me! Erik@TheRetirementNerds.com Visit our website: https://www.TheRetirementNerds.com Join our newsletter: https://theretirementnerds.com/newsletter/ ============================= This video is NOT sponsored. The Retirement Nerds is the no-cost educational platform and serves to offer information around Medicare, Social Security, Financial Planning, and Estate Planning. ⏰ TIME CODES ⏰ 0:00 Rules of Thumb Problem 0:14 Zacc Introduction 0:40 Beware Absolutes 3:40 What's on the Menu? 7:00 Important Terms & Acronyms 11:57 Spousal Benefits Rules 23:40 Divorced Spou...2025-01-131h 22

The Retirement NerdsThe Truth about Timing the Stock Market with Dallin CutlerIf you want to know the realities of timing the Stock Market, watch this video! This episode was originally released September 21st, 2023 Visit Dallin's YouTube channel for more useful videos: https://www.youtube.com/@insightwdallincutler Book of historical returns data Dallin referenced: https://static1.squarespace.com/static/5a29de13e5dd5b5fb7021e6c/t/645e5f124644cd2b57964f39/1683906326686/matrix-book-2023_usd-us.pdf Need help? Email me! Erik@TheRetirementNerds.com Visit our website: https://www.TheRetirementNerds.com Join our newsletter: https://theretirementnerds.com/newsletter/ ============================= This video is NOT sponsored. The Retirement Nerds is...2025-01-121h 22

The Retirement NerdsExposing the TRUTH Behind the Math of Roth vs Traditional Accounts with Zacc CallIf you want to know whether you should be using a Roth or Traditional Account watch this video! This episode was originally released August 27th, 2023. Be sure to go to Zacc's free Financial Education Platform here: https://www.thefinancialcall.com/guided-path Need help? Email me! Erik@TheRetirementNerds.com Visit our website: https://www.TheRetirementNerds.com Join our newsletter: https://theretirementnerds.com/newsletter/ ============================= This video is NOT sponsored. The Retirement Nerds is the no-cost educational platform and serves to offer information around Medicare, Social Security, Financial Planning, and Estate Planning. ============================= Send me a message! ============================= Erik...2025-01-101h 01

The Financial CallBONUS - Questions From the Internet: Roth vs TraditionalIn this special bonus episode Zacc Call joins Erik Soderborg on the 90 Days from Retirement Youtube channel to delve into the most pressing questions from the internet following their recent episode on Roth vs. Traditional. This engaging discussion offers valuable insights and answers to commonly asked questions, providing listeners with a comprehensive understanding of the complexities surrounding these critical financial decisions. Topics covered include: Traditional & RMDs (Required Minimum Distributions): Unpack the nuances of Traditional retirement accounts and navigate the intricacies of Required Minimum Distributions. Are Taxes Going Up? Explore...2024-02-2632 min

The Financial CallBONUS: Protect Yourself from Running Out of Money in RetirementGet ready for another special bonus episode where Zacc Call joins Erik Soderborg on the "90 Days from Retirement" YouTube channel! They dive deep into the critical art of securing your retirement funds, covering everything from external risks to the internal decisions that could make or break your financial future. The conversation dives deep into the intricacies of risk tolerance, savvy withdrawal strategies, and debunking the 4% rule, all while stressing the need for a personalized approach tailored to your unique circumstances. Erik and Zacc pull back the curtain on the impact of taxes on retirement, delivering a fresh p...2024-02-121h 27

The Financial CallBONUS: When to Take Social Security to Maximize Your BenefitsExplore an exclusive bonus episode featuring Zacc Call and Erik Soderborg from 90 Days from Retirement, where they unravel the intricacies of optimizing your Social Security benefits. Delve into valuable insights on maximizing your financial future. Catch the full interview on Erik's YouTube channel for a comprehensive guide to securing your retirement. Full video: https://www.youtube.com/watch?v=KXFqGra9qHI&t=937s https://90daysfromretirement.com/ 2024-01-291h 19

The Financial CallGuided Path 8-2 Navigating the Alphabet Soup of MedicareNavigating the intricacies of Medicare can feel like wading through an alphabet soup of confusion and misinformation. To help you feel less overwhelmed, Zacc Call and Laura Hadley break down the different parts of Medicare and explain key points to keep in mind before enrolling — so you can make an informed decision based on your healthcare needs. Zacc and Laura discuss: Why enrolling in Medicare at 65 isn't mandatory and delaying is an option The importance of timely Medicare enrollment to avoid penalties An overview of Medicare Parts A and B, Medic...2024-01-0818 min

The Financial CallBONUS: Roth vs. Traditional Accounts: Navigating the Financial Landscape with Zacc Call and Erik SoderborgIn this engaging episode, financial experts Zacc Call and Erik Soderborg come together on Erik's YouTube channel 90 Days From Retirement to unravel the complexities of Roth and Traditional retirement accounts. Zacc and Erik provide listeners with valuable insights into how each account aligns with varying financial goals and circumstances. They demystify the common misconceptions surrounding Roth and Traditional accounts, empowering the audience to make informed decisions for their unique financial situations. The dynamic conversation delves into scenarios, strategies, and key factors to consider when choosing between Roth and Traditional accounts. Whether you're a seasoned investor or...2023-10-181h 03

Man Games and Girl GamesMG | GG Podcast Season 2 Episode 8 : Donnie Lao | Orthopedic SurgeonDonnie Lao is a husband, father, surgeon, and 3-time Man Games Champion. He is a close friend and I hope you enjoy our conversation. Man Games & Girl Games Instagram https://www.instagram.com/mangames.girlgames/2023-06-2956 min

Man Games and Girl GamesMG | GG Podcast Season 2 Episode 7 : Taylor Brown | Elite Turf SupplyTaylor Brown is one of the owners of Elite Turf Supply. He is an incredible athlete and he shares his story around how athletics shaped who he is today. Taylor explains the artificial turf industry and how he came to own two turf companies. Here are the links mentioned in the episode: Taylor Brown LinkedIn Profile https://www.linkedin.com/in/taylorbrownsales/ Elite Turf Supply https://www.eliteturfsupply.com/ https://www.instagram.com/eliteturfsupply/ Turf Impressions https://turfimpressions.com/ https://www.instagram.com/turfimpressions/ Utah Water Conservation Program https://utahwatersavers.com/ Man Games & Girl Games...2023-05-221h 10

Man Games and Girl GamesMG | GG Podcast Season 2 Episode 6 : Peyton Wunderli | The Hive Design GroupPeyton Wunderli is an incredible human. There's no other way to say it. His personality makes everyone around him feel like a million bucks. His company - Hive Design Group - is an architecture firm that helps commercial and residential clients design their dream spaces. Peyton is also stellar athlete in any sport that involves throwing things really hard, catching things thrown really hard, running really fast, and tackling others or avoiding being tackled by others. Enjoy.2023-05-221h 42

Man Games and Girl GamesMG | GG Podcast Season 2 Episode 5 : John Sherwood | The Life of an Airline PilotJohn Sherwood is a brilliant financial mind, commercial pilot, father to 4 girls, and 3-time (and reigning) Man Games Champion. John shares details around the life of a pilot, answers some random questions from Instagram, and shares neat stories about the path his life has taken so far. Follow John on social: Instagram: https://www.instagram.com/its_sherwood/ Follow Man Games on Instagram for highlight videos, pictures, and updates: https://www.instagram.com/mangames.girlgames/2023-02-141h 35

Man Games and Girl GamesMG | GG Podcast Season 2 Episode 4 : Bobby & Heidi Macey | Macey MediaBobby & Heidi Macey are a power couple. Parents. Entrepreneurs. And participants in both Man Games and Girl Games. In fact, Heidi is the reigning Girl Games Champion. Just prior to COVID, Bobby took a risk and started his own company - Macey Media. He and Heidi have been working and growing that from the ground up. They share great stories of how they met and important lessons they've learned through life. Follow Macey Media: MaceyMedia.com Be sure to follow Man Games on Instagram for highlight videos, pictures...2023-02-101h 30

Man Games and Girl GamesMG | GG Podcast Season 2 Episode 3 : Alex Blaisdell | Founder | Sixth MediaAlex Blaisdell is a 2-time Man Games competitor, multi-sport athlete, and founder of Sixth Media. Sixth Media: https://sixthmedia.com/ Sixth Media is a digital marketing agency specializing in website development, search engine optimization - SEO, and paid search. Alex is a man who's purpose is bringing human happiness to as many people as he can through hard work and service. Follow Alex on social: LinkedIn: https://www.linkedin.com/in/alexblaisdell/ Instagram: https://www.instagram.com/thealexblaze/ Be sure to follow Man Games on Instagram for high...2023-02-091h 40

Man Games and Girl GamesSeason 2 Episode 2 : Erik Soderborg | Man Games & Girl Games FounderIt's me - Erik - writing this, so it seems a bit silly to write in the 3rd person. After several episodes on this channel of interviewing the other athletes, two of them got in their heads that it would be a good idea to have me in the hot seat. It is much easier for me to ask questions about others than to answer them about myself, but hopefully I was able to do a decent job of giving you details about my life and sports experiences. JD graciously volunteered to be the host of...2023-01-302h 08

Man Games and Girl GamesSeason 2 : Episode 1 - Brandon Jorgensen, Golf, and the Generosity of OthersBrandon Jorgensen shares his experience of having his entire golf bag stolen while at a golf course. His clubs, wallet, and car keys were taken. His credit cards were used fraudulently and he was overwhelmed with all that goes into such an event. At the fall Man Games event, friend, coworkers, and Man Games participants chipped in to completely replace Brandon's stolen clubs. You can watch the story here: https://youtu.be/kg6B6cmW-zk In this video, Brandon shares his side of the story and what the event and people mean to him. Be sure...2023-01-302h 03

Man Games and Girl GamesSeason 1 Episode 8 : Taylor Dance | Financial HealthTaylor Dance is a 3-time Man Games competitor, multi-sport athlete, and leader of GBS Retire. GBS Retire: https://gbsretire.com/ Taylor helps people with their financial planning as well as companies in their efforts to offer and manage a retirement plan for employees. Taylor is an excellent human being and shares compelling stories about health, wealth, and humanity. Be sure to follow Man Games on Instagram for highlight videos, pictures, and updates: https://www.instagram.com/mangames.girlgames/2023-01-151h 43

Man Games and Girl GamesSeason 1 : Episode 7 - JD Lewis & Carson Heninger | Legal TalkJD Lewis and Carson Heninger were teammates at the most recent Man Games. They are both attorneys in different specialties. JD was a multi-sport high school athlete. Carson was as well and he went on to play volleyball at Brigham Young University (BYU) and professional volleyball. Both are excellent men and great to be around. 2022-12-1159 min

Man Games and Girl GamesSeason 1 : Episode 6 - Kristina Worton & Sione Moli with Brighter Futures | A Utah Foster AgencyKristina Worton is the CEO of Brighter Futures (bfinc.net) in Salt Lake City, UT. She was a big reason for the start of Girl Games and is an excellent athlete, mother, and business mind. She shares the vision and purpose of Brighter Futures along with what womanhood means to her. Sione Moli is a Supervisor at Brighter Futures and has the longest active Man Games participation streak. He shares how people can help these foster kids and his thoughts on what it means to be a man. 2022-12-111h 00

Man Games and Girl GamesSeason 1 : Episode 5 - Matt Pace and Experiencing Man Games for the first time | Beehive SeniorMatt Pace is an entrepreneur and the owner of Beehive Senior Care: http://beehiveseniorcare.com/ Matt was the captain of the Urine Trouble team - the first full team to attend Man Games without knowing anyone. He shares his thoughts on the event, expectations, and how to improve it. Be sure to follow Man Games on Instagram for highlight videos, pictures, and updates: https://www.instagram.com/mangames.girlgames/2022-11-261h 41

Man Games and Girl GamesSeason 1 : Episode 4 - Kyle Harvey and Data & Compliance Law - Oh... and Sports of course.Kyle Harvey is a Corporate & Data Privacy attorney with Fabian VanCott: https://fabianvancott.com/attorneys/kyle-a-harvey/ Kyle completed his first Man Games event and shares his insights on what happened. Kyle is a former college baseball and basketball athlete. He is now passionate about fighting and trains in both boxing and Muay Thai. Be sure to follow Man Games on Instagram for highlight videos, pictures, and updates: https://www.instagram.com/mangames.girlgames/2022-11-1549 min

Man Games and Girl GamesSeason 1 : Episode 3 - Chase Debenham and Nectar HRChase Debenham is an Account Executive with Nectar HR: https://nectarhr.com/ Chase completed his first Man Games event and shares his insights on what happened. Chase's brother Blake passed away back in 2015 and Chase shares a little about Blake, his story, and how his family has coped with the loss. You can get in touch with Chase here: Chase@NectarHR.com Be sure to follow Man Games on Instagram for highlight videos, pictures, and updates: https://www.instagram.com/mangames.girlgames/2022-11-141h 04

Man Games and Girl GamesSeason 1 : Episode 2 - Nathan Snarr and ERC SpecialistsNathan Snarr was a Sponsor at the most recent Man Games event. He is a financial professional with ERC Specialists and he just finished competing in his first Man Games event. Nathan is a former college basketball player who loves competing against other great athletes. Nate lives in Cleveland, Ohio and currently holds the title of longest traveler to a Man Games event. You can get in touch with Brad here: Nathan's Website Be sure to follow Man Games on Instagram for highlight videos, pictures, and updates: Man Games Instagram 2022-11-061h 59

Man Games and Girl GamesSeason 1 : Episode 1 - Brad Hansen and Summit Sotheby's Real EstateBrad Hansen was the Main Sponsor at the most recent Man Games event. He is a real estate agent with Summit Sotheby's International Realty and he just finished competing in his first Man Games event. Brad is an exceptional athlete who loves golf, basketball, baseball, and any other opportunity to throw things fast, jump high, or lift heavy objects. Brad is a dear friend and a real estate expert here along the Wasatch front of Utah. You can get in touch with Brad here: Brad's Sotheby's Profile Be sure to fo...2022-10-271h 47

The Financial CallBONUS: Recap of Capita's Fall 2022 Educational BootcampZacc Call is joined by Tyson Long to give you a quick summary of Capita's Fall 2022 Educational Bootcamp. Listen for highlights from Kurt Brown's market updates, Tyson's overview of the market from this last year, Erik Soderborg's insights on Medicare costs and options, and Zacc's strategies for saving on taxes when doing a personal audit.2022-10-1312 min

How in the HealthS2 : E2 Greg Davidson and Lower Limb Prosthetic DevicesGreg Davidson is a pioneer in the lower limb prosthetic world. His prosthetic devices enable lower-leg amputees to be able to run, walk, and enjoy mobility in their lives after losing their limbs to combat, disease, or accident. Greg has spent his career mastering the biomechanics of the human body to allow for the highest percentage of energy return given through his prosthetic devices. This means a more realistic feel and optimal performance for his clients and their limbs. Connect with Greg here: Website: http://davidsonprosthetics.org/2022-04-011h 14

How in the HealthS2 : E1 Vanessa Steil and Patient AdvocacyVanessa Steil's remarkable story of courage and survival is inspiring. At 26-years-old, Vanessa was diagnosed with Thyroid cancer. After the diagnosis, she started her blog: livinginsteil.com where she shared her story and offered a hand of support to others going through the battle with cancer. She has since become a board certified patient advocate and uses her blog and resources to help patients understand their options when it comes to their healthcare. Vanessa has also been the sole caregiver for her 93-year old grandmother for the past 10+ years and brings a unique perspective on the long term...2022-03-0246 min

How in the Health12. 40 Years of Surgery with Dr. Marc MarianiA lot has changed in orthopedic surgery over the past decade. Well, Dr. Marc Mariani has been an orthopedic surgeon for 40 years and takes us through how medicine has changed over his career. Changes in procedures, techniques, equipment, and financials are discussed, as well as what the future could look like.2021-09-161h 24

How in the Health11. The Life of a Medical School Student - Kyle & Marisa MaughanDr. Kyle Maughan is a second year Interventional Radiology resident at Vanderbilt. Marisa has a Master's degree and is a college professor. They have three beautiful children and, over the past 10 years, they have worked through unique challenges as they have pursued their education, careers, and family goals. Kyle takes us through what it takes to get into medical school, get through medical school, and what comes after. Marisa describes the challenges of pursuing her own education, raising children, and balancing time with their busy lives. Episode Notes 2021-07-211h 33

How in the Health10. Speech Language Pathology with Michelle ParkerMichelle is a speech-language pathologist with both the Intermountain and Steward healthcare systems. She specializes in voice and swallowing disorders but also works with people who have speech, language, and cognitive impairments. Her goal is to improve the quality of life for those with communication or swallowing disorders as a result of stroke, traumatic injury, cancer, or progressive disease. Episode Notes 2021-06-2956 min

How in the Health9. Orthopedic Surgery - Hips & Knees with Dr. Donnie LaoDr. Donnie Lao, DO is an orthopedic surgeon in his 4th year of residency. Donnie takes us through how doctors choose residencies, the selection process, and the life of a resident. He discusses what to expect when it comes to hip and knee replacements including selecting a surgeon, surgery itself, recovery, and life with a knee and hip replacement. Dr. Lao will begin his adult reconstruction fellowship in 2022 and specializes in hip and knee replacements. Donnie attended A.T. Still University School of Osteopathic Medicine. He currently resides in Kansas City, Missouri with his wife Kait and...2021-05-2547 min

How in the Health8. COVID Mythbusters with Dr. Eddie StenehjemDr. Eddie Stenehjem tackles some of the COVID myths circulating on social media. He goes over COVID symptoms, treatments, masking, and the vaccines out as of the recording of this episode. Dr. Stenehjem is an Associate Professor of Research at Intermountain Healthcare and Intermountain’s Medical Director of Antimicrobial Stewardship, overseeing antimicrobial stewardship programs across 23 hospitals and over 200 outpatient clinics throughout Utah, Nevada, and Idaho. Episode Notes 2021-04-171h 04

How in the Health7. What's going on with prescription drugs with Jeff Dunn, PharmDPrescription drug costs have gotten out of control. We hear about price hikes in the news, rebates, lawsuits and all about those evil PBMs. Well, what are PBMs? Who are the players in the prescription drug world? Jeff Dunn sheds light on who is involved with prescription medications and where incentives may not be aligned. He discusses some strategies that work and others that don't. Jeff Dunn is currently with Haven - Berkshire Hathaway and has decades of experience in the pharmacy benefits world with an expertise around operations and clinical pharmacy programs. Epi...2021-04-121h 08

How in the Health6. Incapacity Planning with Attorney Greg LyleWe've all heard the stories of an accident where the person in the hospital bed, lying unconscious, didn't have a will or medical directive. The family bickers and fights over how to care for their loved one. Hospital bills rise. There is a way to plan for accidents and ensure that your wishes are executed in the event that you are in a medical emergency. Attorney Greg Lyle specializes in estate planning and goes over the steps you can take to make sure you and your family are protected, have access, and follow your directions on...2021-03-2532 min

How in the Health5. Healthcare Recruiting with John WilliamsHealthcare recruiting practices have experienced dramatic changes over the past year with the worldwide pandemic, testing, treatment, and now vaccine administration. Healthcare facilities have had to staff important positions even with a shortage of healthcare workers. John Williams goes over how healthcare recruiting works, where challenges cause drama, and how healthcare recruiters have had to adapt and get better at what they do to ensure that patient needs are met from a staffing point of view. Episode Notes 2021-03-0833 min

How in the Health4. The Financial side of Long Term CareThere are 40 million unpaid caregivers in the United States. That's 1 in 6 adults who care for family members, oftentimes because they cannot afford professional care. Marc Glickman is the CEO/Founder of BuddyIns (buddyins.com) and he uses technology to educate and assist people with the Long Term Care discussion. Most people don't realize that Medicare doesn't cover Long Term Care expenses. These costs can get crazy high, crazy fast, wiping out entire fortunes and eliminating a family's assets. Luckily, there's a way to protect against it. Marc walks us through a financial discussion around Long Term Care basics and...2021-02-2541 min

How in the Health3. Living with Diabetes with Brenda WintersBrenda Winters is the VP of Operations here at Senior Benefits Insurance Services and has been living with Type 1 Diabetes since she was 7 years old. Brenda walks us through the basics of diabetes and what life is like for someone who has diabetes. She also covers insulins, costs, equipment and, if you are approaching Medicare and you have diabetes, Brenda is someone you must speak with before you make your Medicare decisions. A special thank you to Kristin Stanley BSN RN CDCES at Intermountain Cottonwood Endocrine and Diabetes Center for her contribution to the Episode Notes. ...2021-02-0935 min

How in the Health2. CBD with Dr. Doug Burgoyne, PharmD, Co-Founder of Farmer & ChemistDr. Doug Burgoyne is the co-founder of Farmer & Chemist, a CBD store in Midvale, Utah that is run and operated by pharmacists. We discuss - How did you get into healthcare? What is CBD? What does CBD do? Why is CBD so controversial? Political and religious influences on CBD. What could change over the next 5 years with CBD? Episode Notes 2021-01-2837 min

How in the Health1. Starting a successful business in Healthcare with Trenton Olson, President & Matt Gibson, EVP, Senior Benefits Insurance ServicesTrenton Olson and Matt Gibson lead Senior Benefits Insurance Services. We discuss - How did you get into healthcare? What is the process of starting a business? How did you find success? What does the future of Medicare look like? And more about the team. 2021-01-1944 min

How in the HealthWelcome to the How in the Health PodcastHey! And welcome to the How in the Health podcast. Check out our trailer.2021-01-1800 min