The 'What's Next?' Retirement Podcast

The 'What's Next?' Retirement Podcast

Life is full of transitions that have a financial impact now and in your future. When finances are affected, there are always questions to ask and choices to make. As an independent Certified Financial Planner for well over thirty years, Craig has helped Americans make decisions that give them their best financial futures. The experiences with so many clients has given him a unique perspective to help with “What’s Next?” for you - as you navigate the unknowns of your own life.

Recent Episodes

Nov. 1, 2024

Medicare Open Enrollment 101: Navigating Changes with Todd Morrissey and Craig Wear

Interested in talking with Todd's team? Schedule some time with them here: https://hello.q3adv.com/todd-podcast In this episode of What's Next in Retirement, host Craig Wear and guest Todd Morrissey, President of Medic…
Oct. 15, 2024

Roth Conversion Myths and Tax Pitfalls: Insights from a CPA with Glenn Block

Summary In this podcast episode, Craig Wear and Glenn Block discuss the intricacies of Roth IRA conversions from a CPA's perspective. They explore the misconceptions surrounding tax brackets, the importance of strategic plan…
April 29, 2024

Tax Tips if You’re Headed (back) to Canada

This episode focuses on the unique challenges faced by Canadians living and working in the United States and those planning to return to Canada. The conversation covers topics such as cross-border taxation, immigration issue…
March 21, 2024

My Medicare Audit: A Personal Journey to Optimal Coverage

In this conversation, Craig discusses the questions and decisions that arise when preparing for retirement, including the important decision of choosing a Medicare plan. He introduces Emily, a Medicare consultant who helps i…
March 7, 2024

Unlocking Your Retirement Goldmine: How to Legally Tap into Your 401K and Pension Now

Summary This episode discusses accessing retirement funds while still working. Marcus Foote, an attorney, shares his discovery of a way to access qualified funds such as 401ks and pension plans. The most common reasons for a…
Feb. 27, 2024

Supercharge Roth Conversions thru DAFs

Summary In this episode, Craig Wear discusses how to supercharge your Roth conversion strategy by using donations. He introduces the concept of Qualified Charitable Donations (QCDs) and explains how they can be used to offse…