Dec 2, 2020
Since we specialize in working with clients close to or in retirement, Medicare is often a topic of conversation and always a part of our planning process. Here in episode 26, Tim touches on some of the basics of Medicare.
Nov 4, 2020
Today we’re going to test your knowledge about Social Security. Social Security is one of those things that most of us don’t think much about until we get close to retirement. Of course, that's only natural! However, Tim is in business to help you put all the pieces together before and when you get to this...
Oct 7, 2020
Today we welcome Scott Witzig of Morton Community Foundation to Retire Your Way Radio as our first podcast interviewee. In this interview, Tim asked Scott a few questions about Morton Community Foundation and donor advised endowment funds.
Sep 2, 2020
There are several nuances when it comes to inheriting the assets of an IRA. This depends on the relationship of the beneficiary to the IRA owner, whether the IRA was funded with pretax or after-tax money, and whether the account owner was required to take minimum distributions. Tim touches on some of those nuances here...
Aug 5, 2020
We focus on tax planning here at Eagle Ridge Wealth Advisors. Today Tim covers four ways to use charitable giving to your advantage to reduce your tax liability.