Shows
Retirement Rescue RadioEpisode 200 - Stock Market Outlook for 2026: Optimism, AI, and the Risks Investors Can't IgnoreNate discusses the last part of 2025 as well as what Wall Street expects for the stock market in 2026, what the big financial firms are saying, and—most importantly—what that means for you as an investor, especially if you're approaching or already in retirement. Source: AEWM's Weekly Market Commentary Dec21-27 2025, https://www.cnn.com/2026/01/01/investing/what-to-expect-stock-market-2026 https://www.bloomberg.com/graphics/2026-investment-outlooks/ https://www.schwab.com/learn/story/us-stock-market-outlook
2026-02-0918 min
Bowhunter Chronicles PodcastThe ROAM Podcast Project - Nate RozeveldThe Bowhunter Chronicles Podcast - Episode 383: Nate Rozeveld and The ROAM Podcast Project
In this episode of The Bowhunter Chronicles Podcast, Adam Miller and Nate Rozeveld break down major updates coming to the show in 2026, including Nate officially stepping into a co-host role. The conversation blends industry insight, personal stories, and real-world bowhunting experience, making it a must-listen for serious whitetail and archery enthusiasts.
The guys recap their time at the ATA Show, discussing emerging trends in archery, bow technology, and hunting gear innovations. From evolving bow design and performance to the rising cost of...
2026-01-071h 29
Retirement Rescue RadioEpisode 198 - Money, Mission Trips, and MistletoeNate 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.
2025-12-2223 minRetirement Rescue RadioEpisode 199 - Money, Mission Trips, and MistletoeNate 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.
2025-12-1823 minRetirement Rescue RadioEpisode 198 - Retirement Success Lessons from an NBA Player MindsetNate got the chance to interview Tyshawn Taylor and found parallels between what it takes to succeed on the court and in retirement.
2025-10-2012 min
A Call To LeadershipEP293: God's Adventure Awaits with Vic MillerWhat if the battles you face are actually part of your calling? In this episode, Vic Miller shares his powerful journey of faith, illness, and identity, and how the message of Wild at Heart reshaped his mission to rescue the hearts of men. From forgiveness to spiritual warfare, his story shows how surrender leads to strength and hope. Listen now and discover the adventure God may be inviting you into today. Key Takeaways To Listen ForWhy forgiveness and identity are the keys men struggle to embraceThe three core truths of Wild at H...
2025-09-1741 min
Retirement Rescue RadioEpisode 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
2025-08-1835 min
Retirement Rescue RadioEpisode 196 - The American Blue-Collar BoomNate 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
2025-08-1121 min
Retirement Rescue RadioEpisode 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_CJzShSC6xo4f...
2025-08-0418 min
Retirement Rescue RadioEpisode 194 - Beyond Work Retirement Plans: Exploring Investment Account OptionsNate discusses some of the investment accounts that you can open and investing for retirement other than someone's retirement plan at work.
2025-06-2326 min
Retirement Rescue RadioEpisode 193: Tesla Will Help Me Donate to Charity For Free!Nate discusses how to use certain marketing conditions to your advantage combined with Donor Advised Funds to donate more money to charity in a tax savvy way. Source: https://www.google.com/finance/quote/TSLA:NASDAQ?sa=X&ved=2ahUKEwjaquOr5aKMAxVWHNAFHSXNEJwQ3ecFegQIPxAf
2025-04-1414 min
Retirement Rescue RadioEpisode 192: Retirement Doomsday? I Don't Think So, BobNate discusses a video that has been making its rounds among his clients that is simply a fear mongering advertisement to sell more newsletter subscriptions and should not be taken seriously. Source: https://www.retirementwatch.com/offer/rw-default?source=RWDD8715T&step=0&CID=434710&AFID=506988&CLICKID=01_177173239_16f527e5-17dc-4e86-a4ca-263b15cb6e5f https://www.retirementwatch.com/offer/rw-default?source=RWDD8715T&step=1&CID=434710&AFID=506988&CLICKID=01_177173239_16f527e5-17dc-4e86-a4ca-263b15cb6e5f
2025-02-0321 min
Retirement Rescue RadioEpisode 191: The New Social Security Fairness ActNate discusses the new Act and the positives and negatives of it, and how it could impact retirees and the Social Security Trust Fund. Source: https://www.thinkadvisor.com/2025/01/05/biden-signs-social-security-fairness-act-/?kw=Biden%20Signs%20Social%20Security%20Fairness%20Act&utm_source=email&utm_medium=enl&utm_campaign=newsroomupdate&utm_content=20250105&utm_term=ta&oly_enc_id=4791J5393367D8I&user_id=7dece68a50d12914b4929182d0b4cb5001dd82cb0e00296b32af6f59bb259b0a https://www.thinkadvisor.com/2025/01/03/debate-is-the-social-security-fairness-act-fair/?kw=Debate%3A%20Is%20the%20Social%20Security%20Fairness%20Act%20Fair%3F&utm_position=1&utm_source=email&utm_medium=enl&utm_ca...
2025-01-2029 min
Retirement Rescue RadioEpisode 190: Tariffs, Taxes and Trade – Oh My!Nate discusses the positives and negatives about the Trump tariffs and how they could affect prices, the market, and retirees' investments. Source: https://www.washingtonpost.com/opinions/2024/10/28/jeff-bezos-washington-post-trust/ https://pmc.ncbi.nlm.nih.gov/articles/PMC7255316/#:~:text=The%20wasteful%20effects%20of%20protectionism,marginally%2Dsignificant%20increase%20in%20unemployment. https://taxfoundation.org/research/all/federal/tariffs/ https://www.investopedia.com/news/what-are-tariffs-and-how-do-they-affect-you/ https://www.dailywire.com/news/trump-promises-tariffs-on-all-products-from-mexico-until-it-curbs-flow-of-migrants-into-u-s https://www.dailywire.com/news/trudeau-says-he-had-a-good-call-with-trump-after-threat-of-tariffs https://www.dailywire.com/news/trump-unveils-tariff-ultimatums-against-canada-mexico-and-china https://www.dailywire.com/news/the-art-of-the-tariff-how-trump-can-help-save-the-middle-class
2024-12-2326 min
Retirement Rescue RadioEpisode 189: Project 2025: Cuts or No Cuts to Social Security?Nate has heard multiple times that Trump wants to cut Social Security, hearing that the source of those concerns was project 2025, so he downloaded all 922 pages, and gets to the bottom of it. Source: https://static.project2025.org/2025_MandateForLeadership_FULL.pdf
2024-11-1118 min
Get Leaner & Live Longer268: Here's How a Mom Overcame Her Genetics to Get Healthy Ft. Brooke MillerIs your approach to health based on past beliefs? Find out how letting go of family influences and diet culture can make a difference. In today's episode, I chat with Brooke Miller, a wellness coach dedicated to helping women break free from diet culture and find a balanced lifestyle. Brooke shares her own journey of growing up in a family where dieting was common, making food feel more like a struggle than something to enjoy. She talks about years of restrictive eating and exercise routines that left her feeling trapped. But thi...
2024-11-0421 minGet Leaner & Live Longer268: Here's How a Mom Overcame Her Genetics to Get Healthy Ft. Brooke MillerIs your approach to health based on past beliefs? Find out how letting go of family influences and diet culture can make a difference. In today's episode, I chat with Brooke Miller, a wellness coach dedicated to helping women break free from diet culture and find a balanced lifestyle. Brooke shares her own journey of growing up in a family where dieting was common, making food feel more like a struggle than something to enjoy. She talks about years of restrictive eating and exercise routines that left her feeling trapped. But thi...
2024-11-0421 min
Retirement Rescue RadioEpisode 188: Social Security COLA 2025 with a Little PoliticsNate discusses the cost of living adjustment increase for 2025 along with the Medicare premium increase, and again tries, possibly in vain, to temper election season emotions. Source: https://www.thinkadvisor.com/2024/10/10/social-security-cola-for-2025-set-at-2-5/?kw=Social%20Security%20COLA%20for%202025%20Set%20at%202.5%25&utm_source=email&utm_medium=enl&utm_campaign=newsroomupdate&utm_content=20241010&utm_term=ta&oly_enc_id=4791J5393367D8I&user_id=7dece68a50d12914b4929182d0b4cb5001dd82cb0e00296b32af6f59bb259b0a https://www.aarp.org/retirement/social-security/info-2024/cola-set-for-2025.html#:~:text=In%20their%202024%20annual%20report,a%20month%20for%20most%20recipients.
2024-10-2813 min
Retirement Rescue RadioEpisode 187: Underspending in Retirement? Why Retirees May Be Hesitant to Spend What They've Saved.Nate discusses a few articles around the theme of underspending in retirement and why some retirees may be hesitant to spend money in retirement, even if their strategies show that they could spend higher amounts. Source: https://www.morningstar.com/retirement/tips-help-you-spend-less-or-more-retirement https://www.forbes.com/sites/timmaurer/2023/09/24/scared-to-spend-overcoming-the-retirement-cycle-of-fear/?sh=4937ce036c5f https://www.msn.com/en-us/news/us/the-anxiety-of-spending-money-you-definitely-have/ar-AA1ojOvF
2024-10-0727 min
Retirement Rescue RadioEpisode 186: Harris's 25% Unrealized Capital Gains TaxNate discusses Kamala Harris's 25% proposed tax on unrealized capital gains. Sources: https://www.forbes.com/sites/robertwood/2024/08/29/kamala-harris-plan-to-tax-unrealized-capital-gain-is-scary-heres-why/ https://www.forbes.com/sites/robertwood/2024/08/28/kamala-harris-has-big-plans-for-your-taxes-here-is-what-you-could-pay/ https://www.politifact.com/factchecks/2024/aug/30/facebook-posts/harris-backs-an-unrealized-capital-gains-tax-it-wo/ https://taxfoundation.org/data/all/federal/latest-federal-income-tax-data-2024/
2024-09-1615 min
A Call To LeadershipEP223: Identity Restored with Dee Miller, Part 2Continue exploring Dee Miller's transformative journey as she recounts the pivotal experiences that set her on the path to restoration and faith. Discover how an unexpected visit to church and profound conversations sparked her personal growth, leading her to establish a ministry aimed at helping others. Tune into this episode for an insightful look into how life's toughest challenges can open up new paths and offer redemptive second chances.Key Takeaways To Listen ForHow pivotal life moments can lead to profound changes in belief and perspectiveWhat are the therapeutic...
2024-05-1518 min
A Call To LeadershipEP222: Identity Restored with Dee Miller, Part 1We have a candid conversation with Dee Miller as we reflect on her experiences in aligning her external appearance with her internal truth, the pressures of societal norms, and the transformative power of personal faith. Her story sheds light on the complexities of personal acceptance and transformation in a world of rigid norms. Don’t miss this deep dive into one person’s quest for authenticity.Key Takeaways To Listen ForWhat does being transgender mean in today's constantly evolving societal context?How Dee's challenges with family and bullying shaped her...
2024-05-0823 min
Listen, Learn & Love Hosted by Richard OstlerEpisode 748: Nate Miller, Gay, Age 26My friend Nate Miller (grew up in Davis County, lives in Salt Lake County, Philippines RM, U of U graduation, no longer attending church) joins us to share his story. Nate starts with reading a powerful journal entry/letter during his mission that shares his journey (since age 6) of navigating being different and eventually realizing he is gay.
Nate is so vulnerable, honest—with a gift of words to share his journey. I was so moved with Nate’s courage to be so honest—which helps us better understand what it is like to be alone figuring out one’s sexual o...
2024-04-021h 17
Retirement Rescue RadioEpisode 185: Debunking Biden's State of the Union Tax SpeechNate is once again fed up with the narrative of the rich not paying any taxes. Literally every single tax comment that came out of Biden's mouth is wrong. And not subjectively wrong, not politically wrong, they are every one of them objectively, factually wrong. Source: https://taxfoundation.org/data/all/federal/summary-latest-federal-income-tax-data-2023-update/#:~:text=The%20top%201%20percent%20earned,the%20bottom%2090%20percent%20combined https://www.forbes.com/advisor/business/average-salary-by-state/ https://www.politifact.com/factchecks/2021/apr/12/joe-biden/fact-checking-joe-biden-corporation-taxes/ https://drilldownsolution.com/how-billionaires-avoid-taxes/ https://www.washingtonpost.com/politics/2021/10/21/bidens-favorite-stat-that-55-major-corporations-paid-no-federal-income-tax/ https://www.politifact.com/factchecks/2023/nov/29/joe-biden/is-joe-biden-right-that-republicans-would-cut-soci/
2024-03-2530 min
Retirement Rescue RadioEpisode 184: Will Social Security Go Bankrupt?Nate discusses an article that explains the changes to the Social Security System that Retirees would be willing to make in order to shore up the reserves and bring it back to solvency.
2024-03-0419 min
Retirement Rescue RadioEpisode 183: Social Security 101 - 1001 Interview with Josh MillerNate interviews Advisor Josh Miller on some very specific nuanced social security claiming strategies.
2024-02-2647 min
N+1 Podcast: Obsessed with Obsession38: Nate Parrish from Kutless Made Carman CryI am so excited to share this episode with Nate Parrish from the Christian rock and worship band Kutless with you. Nate has been playing with Kutless for a number of years now and addtionally has been
releasing music under his own name and now has two albums released with another on the way. Nate was a phenomenal guest with amazing stories
and a great take on Batman. Honestly I wish this interview was in
person and an hour longer, and we had our guitars in our hands. Check
out Nate's music, check out Kutless, and I hope you liked...
2024-01-2553 min
Retirement Rescue RadioEpisode 182: Financial Myth Busting with Matt BlackNate interviews Matt Black who busts some myths surrounding retirement.
2024-01-1545 min
Retirement Rescue RadioEpisode 181: Game the ACA and Retire EarlyNate discusses strategies to retire early and get the income you need while still qualifying for the ACA tax credits. Sources: Health Insurance Marketplace Calculator HealthCare.gov - Count Income & Household Size
2023-12-0425 min
Compassionate Accountability PodcastThe Trauma of Surviving a Pandemic with Rex MillerDr. Nathan, your host, welcomes Rex Miller to discuss how organizational cultures and communities are impacted and rebuilt after the trauma of rapid change we suffered due to the COVID-19 pandemic. Rex is a renowned expert in optimizing human and team performance, strategic foresight, and organizational transformation. With over 20 years as a consultant and coach, he has authored six Wiley books and received numerous accolades, including the CoreNet Global Innovator Award, the Industry Excellence Award, and IFMA's Distinguished Author Award. What's In This Episode What are the three kinds of trauma? How does trauma show up...
2023-10-0132 min
Retirement Rescue RadioEpisode 180: Spousal Social Security Doesn't Work Like You Think AnymoreNate discusses a specific claiming strategy that received a major overhaul in 2015. Source: Social Security Filing Rules for Retirement and Spouses Benefits
2023-08-2814 min
Retirement Rescue RadioEpisode 179: I have KPERS 1. I am 55 years old. Can I retire if I don't have $1 million saved?Nate takes us through some of the questions you should be asking if you are part of the KPERS system, as well as other considerations to help make your pension and lump sum decisions.
2023-08-1417 min
Rooted and ReachingWeb3 and The Crypto Space with Nate Miller of Consenus NetworksThis week hosts Nick Kuhn and Bethany Hartley talk with Nate Miller, Founder of Consensus Networks, a startup that aims to simplify cryptocurrency and blockchain wallets. Nate shares his experiences in the Navy and how he transitioned into entrepreneurship through Notre Dame's ESTEEM program. He also discusses the challenges of building a startup in the crypto space, the importance of building trust in the industry, and the potential of blockchain technology beyond finance.South Bend business owners and entrepreneurs, if you’ve been in business for five years or less reach out to us to be featured on...
2023-08-1020 min
Retirement Rescue RadioEpisode 178: Debt Ceiling Interest Rates and Old NatesNate discusses how to tell what kind of financial advisor you will hear from at retirement workshops based on the disclosures on the invitations. He also gives an update on the markets and interest rates and where he expects the market to go this year. Source: AE Wealth Management
2023-05-2920 min
Thruline to the 4th SectorDefining Impact Through Aquaponics with Nate Miller, Innovation Systems Designer at The I Will ProjectsThis episode features a conversation between Phil Dillard, Founder of Thruline Networks, and Nate Miller, Innovation Systems Designer at The I Will Projects.With an educational background in the culinary arts, knowledge of aquariums, indoor farming, and building aquaponics systems, Nate has turned his expertise and passion into a career. As a mentor providing student interns with direction for innovations of new growing systems, he is concerned about the future of our planet. He believes his work may be pivotal in shifting to a more sustainable paradigm both within his local community as well as on a...
2023-03-0956 min
Retirement Rescue RadioEpisode 177: Debt Ceiling NonsenseNate discusses his opinion on the debt ceiling issue and its use as a political negotiating tool and whether or not you should be concerned about it. Source: https://fiscaldata.treasury.gov/americas-finance-guide/national-debt/
2023-02-2019 min
Retirement Rescue RadioEpisode 176: 2023 New Year Goals and Market OutlookNate discusses setting good goals for the year, and gives his perspective on the last quarter of 2022, and the outlook for 2023.
2023-01-2325 min
Retirement Rescue RadioEpisode 175: Dissecting the Secure Act 2.0Nate goes through the Secure Act 2.0 legislation, highlights important or interesting aspects, and offers his commentary on the impact to retirees.
2023-01-0930 min
Retirement Rescue RadioEpisode 174: End of Year PotpourriNate discusses the new Social Security COLA, some end of year IRA planning, and some thoughts around what needs to happen to lower inflation and set 2023 back on track.
2022-12-1921 min
Retirement Rescue RadioEpisode 173: Setting the Annuity Record StraightNate discusses some myths surrounding annuities and attempts to shine more of a balanced explanation of when they could be a useful tool during retirement.
2022-11-2119 min
Retirement Rescue RadioEpisode 171: Student Loan ForgivenessNate discusses the recent student loan forgiveness and what that could mean for your retirement. Sources: Kitces.com Note PD Best Colleges NCES.ed.gov
2022-10-1020 min
Retirement Rescue RadioEpisode 170: 5 Tax Strategies Every Retiree Should Be UsingNate discusses 5 specific tax strategies to help retirees lower their overall lifetime tax liability, and gives examples of combining strategies to make an even bigger impact on your tax bottom line.
2022-09-0525 min
Retirement Rescue RadioEpisode 169: Savings Survey and RefinancingNate discusses a couple articles and gives his perspective on a survey of over 1000 American adults and shares his thoughts on doing a cash out refinance of one's home. Sources: kitces.com - Weekend Reading for Financial Planners July 30-31 kitces.com - Consumers are Keeping More Cash on the Sidelines
2022-08-2224 min
Retirement Rescue RadioEpisode 168: Mailbag Questions - 529 Plans, Younger Spouse and Mom's HouseJosh asks Nate his opinion on a variety of financial and retirement topics. Key takeaways and questions: Savings for college in a 529 Do I need life Insurance? Should I sell mom's house before she goes into a nursing home? Source: ThinkAdvisor
2022-08-0827 min
Retirement Rescue RadioEpisode 167: 10 Things You Should Know About Bear MarketsNate gives perspective around bear market declines to help give peace of mind for investors today. Key takeaways: Is a recession coming? When does a market enter a bear market? How often to bear markets happen? Source: Hartford Funds
2022-07-2527 min
Retirement Rescue RadioEpisode 166: Unretirement with Richard EisenbergNate and Richard discuss several aspects of retirement including midlife financial crisis, keeping a schedule even when retired, and ways to discern whether or not the information that you find online could be biased. You can follow Richard on Twitter and LinkedIn! Check out Richard's podcast, Friends Talk Money, available on Apple Podcasts. You can also Richard's Marketwatch Blog: The View from Unretirement
2022-07-1158 min
Retirement Rescue RadioEpisode 165: Your Identity is Not Defined by What You Get Paid to Do! – Interview with Don EzraNate & Don discuss why your identity is not defined by what you get paid to do. Key takeaways: What is an actuary? "Life Two" Book Working in retirement How do figure out "what to do" in retirement Fear of running out of money Short term vs long term happiness
2022-06-2759 min
Retirement Rescue RadioChallenging Ageism with Ashton ApplewhiteNate and Ashton discuss some of the challenges surrounding Ageism, and what people can do to bring more awareness to it, and decrease it’s affects in your life. Click here for Ashton's Book, This Chair Rocks Other sites: www.oldschool.info https://thischairrocks.com/ Key takeaways: Social Movements Ageism – Age Liberation Movement Building a more equitable world
2022-06-131h 00Retirement Rescue RadioTax MythsNate discusses some myths surrounding the narrative that the rich don’t pay their fair share of taxes. Source: Tax Foundation Key Takeaways: Income Tax Shares Income Percentiles Tax Brackets Do the rich pay their fair share in taxes? Adjusted Gross Income
2022-05-3023 minRetirement Rescue RadioEpisode 162: Realistic Advice for Adult Children of Aging Parents - Interview with Linda Fodrini-JohnsonNate and Linda Fodrini-Johnson discuss aging, the difference between dementia and Alzheimer’s, and practical steps to having those difficult conversations about geriatric care. How to recognize cognitive impairment, how to talk about it with a loved one, and how to get help when you need it. Click here for Linda's book, The Empowered Caregiver: Practical Advice and Emotional Support for Adult Children of Aging Parents Key takeaways: How can you protect your mental health? How to keep your brain healthy in retirement Advocates in Retirement When to be concerned about dementia & Alzheimer’s Caregiving and Home...
2022-05-161h 00Retirement Rescue RadioRetire on a Cruise ShipNate discusses different experiences of long-term cruisers as well as affordability options for people that want to try their hand at long-term cruising in retirement. Source: CNN Travel Key takeaways: Traveling in Retirement Holland America & Carnival Expenses in Retirement Residential Cruise Ships Airbnb your Home
2022-05-0925 minRetirement Rescue RadioPhantom Capital GainsSummary: Nate discusses what phantom capital gains are, where they come from, how they affect your tax situation, and what you could possibly do to avoid them in the future. Sources: https://www.investopedia.com/terms/p/phantomgain.asp#:~:text=A%20phantom%20gain%20is%20a,may%20have%20declined%20in%20value. https://retirementrescueradio.com/episode-118-donor-advised-funds/ Key takeaways: Tax Day 2022 Mutual Funds ETF’s After Tax Accounts Trusts
2022-04-2519 minRetirement Rescue Radio10 Social Security Facts Everyone Should KnowNate discusses some basics of Social Security that everyone should be aware of. Source: ThinkAdvisor Key takeaways: Full Retirement Age (FRA) Delayed Retirement Credit Divorced Spouses How is social security taxed? Which states tax social security? Will social security reserves run out?
2022-04-1822 min
Retirement Rescue RadioEpisode 158: Will I Pay Tax on my Roth IRA due to the 5 Year Rule?Nate sheds light on the confusion surrounding the IRS's Roth IRA 5-year rule. Three types of Roth accounts this affects: Contributions Conversions Inherited IRS pecking order of withdrawals Contributions first Conversion second Growth or earnings third
2022-04-1113 minRetirement Rescue RadioEpisode 157: More Stupid Tax StuffNate discusses the absurdity of a new Biden tax proposal. Sources: Think Advisor The New York Times Congressional Budget Office Key takeaways: Income over 100 million dollars Taxes Government Budget Billionaire Tax Estates & Capital Gains Passing on wealth to kids
2022-04-0420 min
Retirement Rescue RadioEpisode 156: RMD Distribution NightmareNate discusses some of the new interpretations behind the 10 year distribution rule of IRA money after the passage of the Secure Act, and the consequences of getting it wrong. Source: https://www.thinkadvisor.com/2022/03/14/ed-slott-new-irs-secure-act-regs-are-an-rmd-nightmare/ Key takeaways: Stretch IRA Types of Beneficiaries Trusts Roth IRA Spousal Rollovers
2022-03-2822 min
Retirement Rescue RadioEpisode 155: Mailbag Questions – Advisor vs. SalesmanNate and Josh discuss questions received through the podcast email inbox. Key takeaways: Life Insurance Bank Assets Big Purchases in Retirement Home Equity Loans Policies and plans for grandkids Inflation Market corrections
2022-03-1437 min
Retirement Rescue RadioEpisode 154: Should I Convert to a Roth IRA – Present Value of Money Argument is a Myth – Busted(This is a hypothetical example provided for illustrative purposes only; it does not represent a real life scenario, and should not be construed as advice designed to meet the particular needs of an individual's situation. Cannot guarantee the accuracy or completeness of the software used to display results or the outputs. Please remember that converting an employer plan account to a Roth IRA is a taxable event. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA.) Nate illustrates why the concern over having less money in your account to compound due to taxes p...
2022-03-0723 minRetirement Rescue RadioHealthy Dad Sick Dad – Interview with Dr. Glen RobisonNate interviews Dr. Glen Robison about his book titled “Healthy Dad Sick Dad: What Good Is Your Wealth If You Don’t Have Your Health?”. Book Link: https://www.amazon.com/Healthy-Dad-Sick-Wealth-Health/dp/1544520743 Key takeaways: Nutrition in Retirement Detoxing Diet Types Dr. Robison recommends 3 things you can put into practice for better health
2022-02-281h 03Retirement Rescue RadioBest of RRR: Annuity Series - Income Wall Street's Way, the Bank's Way, or the Insurance Company's WayNate talks about generating an income stream from your assets in retirement. Key takeaways: Nate explores some different vehicles that are available to help create income in retirement He explains why it's important to have a withdrawal plan
2022-02-2125 minRetirement Rescue RadioBest of RRR - Annuity Series: The 3 Investment WorldsIn this Best of RRR, Nate discusses the different areas of you can put your money and the possible benefits in his Annuity Series, “Cutting through the Crap!” Key takeaways: Nate outlines the different areas you can put your money and the possible benefits He talks about how there is no perfect investment out there He explains The Rule of 100
2022-02-1424 minRetirement Rescue RadioSlow Down and Age Well – An Interview with Carl Honoré.Nate interviews Carl Honoré on the benefits of slowing down our busy lives and growing bolder rather than older. Key takeaways: FOMO Slowing Down in Retirement COVID and the “slow movement” Ageism Stages of Life – are the relevant in retirement?
2022-02-071h 00Retirement Rescue RadioEpisode 149: Why are You Still Sitting in Cash? An Interview with Jim BowmanNate interviews Jim Bowman, President of Life Insurance at Advisors Excel, about a new concept that is a great alternative to cash. This information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. None of the information contained herein shall constitute an offer to sell or solicit any offer to buy any investment or insurance product. The information and opinions presented by Jim Bowman are his alone and do not necessarily reflect the views of the firm providing you...
2022-01-3150 min
Retirement Rescue RadioEpisode 148: Mailbag Questions – I have a Pension, Do I Still Need to Save?Nate and Josh discuss questions received through the podcast mailbox. To ask a question, simply email asknate@retirementrescueradio.com Key takeaways: Pensions Retirement Income Analysis Saving in Retirement
2022-01-2417 min
Retirement Rescue RadioEpisode 147: Best of RRR - The 401k ScamWhat we've been told about the tax savings in these plans is a lie. Key takeaways: How did they sell it to us? Who stands to benefit from it? Nate gives a hypothetical example of how one could potentially end up paying more taxes in retirement that you saved during your working career! What to do instead to help avoid that happening. What amount should you have in these plans when you retire to help avoid paying tax on your Social Security income.
2022-01-1728 min
Retirement Rescue RadioEpisode 145: New Year, New YouNate shares tips for setting and achieving New Year's resolutions or as he calls them, goals. He also share some of his own goals and thought processes that he goes through to make sure that he is successful with his own. Source: https://www.goskills.com/Soft-Skills/Resources/Top-10-new-years-resolutions Key takeaways: How to set measurable goals New Year's Resolutions Money Fitness
2022-01-0335 min
Retirement Rescue RadioEpisode 144: Who Said It Best?Nate has a little fun going over 20 quotes about money and quizzes you on who it's attributable to. Test your financial "knowledge"! Source: https://www.wealthmanagement.com/people/how-well-do-you-know-famous-money-quotations/gallery?slide=1 Key takeaways: Time is money Quotes on money Test your financial knowledge! Investing Share values
2021-12-2730 min
Retirement Rescue RadioEpisode 143: The Bonus Years with Dorian MintzerNate interviews Dorian Mintzer on the bonus years and how to find happiness in retirement. Resource List – https://revolutionizeretirement.com/giveaway/ Free Monthly Webinar - https://revolutionizeretirement.com/bandbsig/ Book: https://www.amazon.com/Couples-Retirement-Puzzle-Must-Have-Conversations/dp/1402295901/ref=sr_1_3?keywords=the+couples+retirement+puzzle&qid=1638988940&sr=8-3 Key takeaways: Embracing your bonus years Optimism Ageism Hobbies in retirement Finding your identity in retirement
2021-12-201h 06
Retirement Rescue RadioEpisode 142: Is Enough Too Much?Nate discusses money and when to determine how much money is enough for retirement. Source: Psychology of Money book by Morgan Housel Key takeaways: How much money is too much? Billionaire Circle Ponzi Scheme Happiness in retirement
2021-12-1323 min
Retirement Rescue RadioEpisode 141: Marathons & MoneyNate congratulates and highlights two clients from Miller Retirement Group for running 50 marathons together as a couple. Source: https://www.fa-mag.com/news/prepare-to-live-on--33-000-a-year-if-you-retire-with-a--1-million-portfolio-64906.html?section=43&utm_source=FA+Subscribers&utm_campaign=047a98a3d6-FAN_AM_Send_052220_A-B+Split_COPY_01&utm_medium=email&utm_term=0_6bebc79291-047a98a3d6-236403437 Episode Link: https://retirementrescueradio.com/episode-111-discretionary-liquidity/ Key takeaways: Marathons in Retirement Safe withdraw rate Bonds Market based products 4% rule Long term care
2021-12-0618 min
Retirement Rescue RadioEpisode 140: Mailbag - Moms House, Rental Property, Farm Sale, Dream HomeNate and Josh discuss questions received through the podcast. If you have questions, email them to us at asknate@millerretirementgroup.com Key takeaways: Should you sell your parent's house? Long term care Medicaid Filial Law Selling a farm before retirement Mortgage in retirement
2021-11-2922 min
Retirement Rescue RadioEpisode 139: No One is Crazy - Psychology of Money 2Nate discusses excerpts from the Psychology of Money book by Morgan Housel. Click here to order Morgan Housel's book The Psychology of Money! Key takeaways: Psychology of Money What shapes our psychology of money? Debt Inflation
2021-11-2217 min
Retirement Rescue RadioEpisode 138: From Janitor to Millionaire Philanthropist-The Psychology of MoneyNate dissects a few excerpts from the book "The Psychology of Money" by Morgan Housel. Key takeaways: IQ, AQ, EQ Ronald Reed Financial success Relationships with Money
2021-11-1523 min
Retirement Rescue RadioEpisode 137: Filial Law: You May Be Responsible for your Parents Medical BillsNate discusses a little known state specific laws that could wreak havoc on you or your children's financial plans. Click here to listen to Nate's interview with Cameron Huddleston that he referenced! Key takeaways: Filial responsibility laws Filial states Healthcare bills Long term care Home equity
2021-11-0825 min
Retirement Rescue RadioEpisode 136: Stupid Stuff Financial Advisors SayNate pokes fun at his industry and some of the things that advisors say. Sources: Stupid Things Advisors Say 7 Stupid Things People Do with Their Money That Feel Smart at the Time Stupid Things People Say to Advisors Key takeaways: Mortgages Negative & Positive Earnings Stocks Risk and Investing Maximizing Returns and Minimizing Risks
2021-11-0121 min
Retirement Rescue RadioEpisode 135: Medicare Interview with Jasmine AndersonNate interviews Jasmine Anderson about Medicare enrollment, the different parts of Medicare, and how to apply for it. Jasmine's Contact Info: Email: jasmine@millerretirementgroup.com Phone: 785-813-1222 Key takeaways: What is Medicare? What are the parts of Medicare? What are the costs of Part A & Part B What are the types of Medicare Supplement Plans? Who is eligible for Medicare? What is AEP?
2021-10-2537 min
Retirement Rescue RadioEpisode 134: Retirement Product InnovationsNate discusses an innovation in the annuity space and gives his take on a new product. Source: https://www.investmentnews.com/annuity-rias-living-benefit-funds-212368 Key takeaways: Sequence of Returns Risk Standalone Living Benefit Variable Annuities
2021-10-1818 min
Retirement Rescue RadioEpisode 133: The Government's War on Retirement PlansNate and Josh discuss some more recent Biden tax proposals and the implications to middle America, not just the wealthy. Key takeaways: Taxes in Retirement How much is too much in retirement? Capital Gains Tax Legislative Risk
2021-10-1130 min
Retirement Rescue RadioEpisode 132: Podcast Potpourri – Evergrande, Housing, and the 1%Nate discusses a few different topics and gives his perspective on how we should be thinking about them, or if we should be worried. Sources: https://www.marketwatch.com/story/when-the-stock-market-pulls-back-keep-buying-especially-these-five-companies-11632249039?siteid=yhoof2 https://www.nytimes.com/2021/09/26/business/china-evergrande-crisis.html https://finance.yahoo.com/news/where-home-prices-going-next-164500871.html https://finance.yahoo.com/news/much-takes-top-1-230436859.html Key takeaways: Evergrande Collapse Global Debt Crisis Housing Prices Exodus in the work force Tax Changes Top 1% Income Earners – what does it take?
2021-10-0418 min
Retirement Rescue RadioEpisode 131: Changes to Biden's Tax ProposalsNate discusses changes in Biden's most recent proposal for tax changes that is included in his $3.5 trillion infrastructure deal. Sources: Bloomberg, CNBC Key takeaways: Top Tax Bracket Capital Gains Step-Up in Basis Estate Tax
2021-09-2719 min
Retirement Rescue RadioEpisode 130: "How Do I Get There from Here?" Planning for Retirement when the Old Rules No Longer ApplyNate interviews author Dr. George Schofield, who discusses different ways of looking at and defining retirement, and the questions you should be asking yourself not only now, but throughout your life to help with all life transitions. George's website Email George! Key takeaways: Goal setting Financial Advising At what point do you need a financial advisor? Do you need an executor? How to use your network
2021-09-2058 min
Retirement Rescue RadioEpisode 129: Social Security Insolvency Pushed Up a Year Sooner Thanks to COVID.Nate discusses economic factors that affect the solvency of Social Security and Medicare due to the COVID recession. Resources: Resources: https://apnews.com/article/business-medicare-6d527d62acb9a6ee09361d81ccacd36f https://www.thinkadvisor.com/2021/08/11/social-security-cola-estimate-for-2022-raised-to-6-2/?utm_source=email&utm_medium=promo&utm_campaign=august_topcontent&utm_content=083021&utm_term=ta Key takeaways: Cost of living for 2022 Is social security going away? How will the pandemic affect Medicare and Social Security? Taxes on social security How do we free up funds?
2021-09-1320 min
Retirement Rescue RadioEpisode 128: How to Create a High Impact Retirement with Allan MilhamNate discusses how to transition into your third act with coach and author Allan Milham. They discuss how to have a more fulfilling PROtirement rather than a Retirement. Click here to take the "Are You Ready?" assessment! (Scroll to the bottom of the page) *Allan Milham's opinions are his own and may not reflect those of Miller Retirement Group or AEWM. Allan Milham is not affiliated with Miller Retirement Group or AEWM. Key takeaways: When is the third act of life? Olympians and the third act of life Inventory of who is in your world "Life is Short" mentality How...
2021-09-061h 02
Retirement Rescue RadioEpisode 127: Second Act Careers: 50+ Ways to Profit from Your Passions During Semi-RetirementNate interviews Nancy Collamer, author, speaker, media contributor, and retirement coach about the many roads to finding your passions in retirement or semi-retirement to live a more fulfilling 2nd Act. Leave us a review, copy and paste it into an email, and send it to asknate@retirementrescueradio.com for a complementary copy of Nancy's book! Click here to receive Nancy's workbook, 25 Questions To Help YOU Identify Your Ideal Second Act. Key takeaways: Three G's of Retirement Side Hustle in Retirement How do you figure out what to do for your second act? Find your passion Chuck-It List
2021-08-301h 00
Retirement Rescue RadioEpisode 126: Mailbag Questions - Debt, Sick Leave, and Company MatchingNate and Josh jump back into the mailbag to answer pressing questions regarding retirement planning. Key takeaways: 401K Consumer Debt Taxes in Retirement Medicare Savings Accounts Company Stock
2021-08-2316 min
Retirement Rescue RadioEpisode 125: Estate Planning with Chris GreenNate discusses estate planning with attorney Chris Green. Phone: 913-738-6597 Website: www.gransonlegacy.com Key takeaways: What is a will? Healthcare Power of Attorney Durable Power of Attorney Who needs estate planning? Irrevocable vs. Revocable Trust
2021-08-1621 min
Retirement Rescue RadioEpisode 124: Annuity Crediting StrategiesNate discusses crediting strategies that are available with annuities. Key takeaways: Fixed Indexed Annuities Compounding Growth Point to Point with a cap S&P 500
2021-08-0934 min
Retirement Rescue RadioEpisode 123: Border Wars – Setting Financial Boundaries with Yourself and Your Loved Ones.Nate interviews David Jetson, a national and international speaker, workshop developer and author of Setting True Boundaries, on the importance of setting financial boundaries, how boundaries affect our lives, and some steps to take in order to set your own good boundaries. Resources: www.jetsoncounseling.com www.livingtrueinc.com Books: Setting True Boundaries Finding Emotional Freedom Key takeaways: How to feel comfortable spending money in retirement Showing respect for yourself and your money Setting a budget in retirement Downfalls of not setting boundaries
2021-08-021h 07
Retirement Rescue RadioEpisode 122: Interview with Myranda ZarlengoNate discusses some local issues with Myranda Zarlengo, who is running for a position on the school board, and is looking to make a difference by putting the focus back on the children first. Facebook Page - https://www.facebook.com/votemyrandazarlengousd497/ Email: mzfor497@gmail.com Website: http://www.myrandazarlengoforschoolboard.com/ Key takeaways: Testing in K-12 COVID & Bringing kids back to school Teacher Pay Elections in Douglas County, KS
2021-07-2831 min
KeysDAN Show #PODCAST #KeysDANShow #WhatMakesYouFamous #WhatMakesYouSmarter @KeysDANNate Miller #PODCAST #WhatMakesYouFamous @KeysDAN2021-07-20 Nate Miller #PODCAST #WhatMakesYouFamous @KeysDAN
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Nate Miller
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THE BASEMENT SHOW W/NATE MILLER
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2021-07-2156 min
Retirement Rescue RadioEpisode 119: Biden's Proposed Tax ChangesJosh Miller interviews Nate on some of the biggest proposed changes in Biden's bill, the possible ramifications of it, and what you can do to possibly put yourself in a better position should some of those things come to pass. Sources: Number of Amazon Workers from 2007-2020 The Politicians Lied: Amazon Does Pay Taxes Wall Street Journal: Does Amazon Really Pay No Taxes? Here's the Complicated Answer. Takeaways: Corporate Tax Changes Dividends Share Prices National Deficit Capital Gains Tax
2021-07-1233 min
Retirement Rescue RadioEpisode 118: Donor Advised FundsNate discusses a powerful tool that can be used to satisfy those that are charitably inclined and concerned about lowering their taxes. Click here to listen to the interview with Marty Ruby. Key takeaways: Qualified Charitable Deductions (QCD) Taxes and Donating to Charities in Retirement Required Minimum Distributions (RMD) IRA's Roth and Taxes Tax Cuts and Jobs Act
2021-07-0522 min
Retirement Rescue RadioEpisode 117: Too Much Tax!Nate adds up multiple different types of taxes to come up with an average percentage of your income that you could be losing to Uncle Sam every year!! He also discusses class envy and a different way of thinking about it. Key takeaways: Income Taxes Social Security Taxes Medicare Taxes Gasoline Prices Excise Tax Sources: https://www.thebalance.com/what-the-average-american-pays-in-taxes-4768594#:~:text=The%20average%20single%20American%20contributed,Tax%20Foundation's%20method%20of%20calculation. https://smartasset.com/taxes/kansas-tax-calculator https://smartasset.com/taxes/kansas-property-tax-calculator#:~:text=While%20the%20typical%20homeowner%20in,home%20value)%20is%201.37%25. https://www.ksrevenue.org/pdf/ppsumm.pdf https://www.salestaxhandbook.co...
2021-06-2824 min
Retirement Rescue RadioEpisode 116: Mailbag Questions 3: Refinancing, Flipping Houses, Variable Annuities, and MoreNate answers several questions on various topics in another addition of the Mailbag. Click here to email Nate your questions! Key takeaways: Refinancing Flipping Houses as Investment Strategy Retirement Goals Annuities Student Loans and Payment Suspension Tax Benefits due to COVID-19
2021-06-2122 min
Retirement Rescue RadioEpisode 115: Is One Million Dollars Enough To Retire?Nate discusses an article titled "Can you retire with 1 million dollars?" Key takeaways: How long will 1 Million Dollars last in retirement? Highest spending age group Inflation Rate Taxes in retirement How much money do you need to retire? Social Security Income How to boost savings
2021-06-1419 min
Retirement Rescue RadioEpisode 114: Will a Biden Presidency Affect My RetirementNate discusses historical statistics of market performance during different presidencies, giving perspective on what to possibly expect. Takeaways: Economic triggers History of the stock market based on who is in office How does congress affect the stock market? 2008 Pandemic and spending by congress Taxes and Retirement "Taxes are on sale"
2021-06-0726 min
Compassionate Accountability PodcastEngagement: The Key for High-Performance Organizations with Mark MillerDr. Nathan Regier welcomes Mark Miller to today's episode. He is a business leader, storyteller, and best selling author of eight books that have sold over a million copies in 25 languages. He built his career at Chick-fil-A and helped the company grow from 75 restaurants to over 2400 locations with annual sales exceeding 10 billion dollars. In this episode, Mark Miller is talking about engagement. In Mark's newest book Win the Heart: How to Create a Culture of Full Engagement, he reveals the principles any leader in an organization can apply to drive engagement and boost success while making it...
2020-07-0140 min
Red Ink Revival Leadership PodcastTHE INFLUENCER - Nate Miller - Emotional Economics and Investments During a PandemicWelcome to Episode #22 of the Red Ink Revival Leadership Podcast. This week, Patrick has a conversation with financial professional Nate Miller of Miller Retirement Group. Nate has consulted top financial professionals in the nation. He is also an author and hosts his own financial podcast, "Retirement Rescue Radio". He and his wife's love for Christ is expressed in how they are anchored in their local church and on mission in team leadership. Today's episode is titled, "Emotional Economics and Investments During a Pandemic." Our conversation covers everything from national stimulus packages, to insights into the st...
2020-05-281h 09
Unlocking Greatness with Ryan James MillerChanging the HR Game with Nate RandallNate Randall is the Founder and President of Ursa Major Consulting as well as the host of the Illuminate HR Podcast. Previous to that, he led HR and benefits roles with Washington Mutual, Safeway, and Tesla.
Nate and I dug deep into the ways in which the HR role needs to change and why that will be an enormous benefit to organizations everywhere. He shared a couple really cool stories from the crazy days of Tesla (like the day when every employee became a salesperson). Nate was way ahead of his time in bringing strategic solutions to...
2019-10-3156 min
2018-05-0700 min