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

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The Roth Illusion: Why Most Software Gets It Wrong
June 13, 2025

The Roth Illusion: Why Most Software Gets It Wrong

Hosted by: Craig Wear Guest: Daniel Jandro, CFP®, Rothologist at Q3 Advisors 🔍 Episode Summary: In this episode, Craig Wear sits down with Daniel Jandro—aka “The Professor”—to unpack one of the biggest myths in Roth conversion planning: the belief that common financial software gets it right. If you’re using tools like eMoney, RightCapital, or even DIY spreadsheets to manage your Roth conversions, this episode is a wake-up call. Craig and Daniel walk through the limitations of major platforms...
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Maximizing Your Medicare: Essential Tips for Open Enrollment 2024 with Expert Emily Gang
Nov. 13, 2024

Maximizing Your Medicare: Essential Tips for Open Enrollment 2024 with Expert Emily Gang

Summary: In this episode of What's Next in Retirement , Craig Wear welcomes Medicare expert Emily Gang to unpack the intricacies of Medicare open enrollment. Whether you’re already enrolled or gearing up for your first enrollment, Emily shares essential insights on the choices available and critical considerations for 2024. From big changes to Medicare Part D, including a new $2,000 cap on medication copays, to the nuanced pros and cons of Medicare Advantage plans, this episode is packed with pr
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The Truth About Capital Gains and Roth Conversions – A CPA’s Take
Nov. 7, 2024

The Truth About Capital Gains and Roth Conversions – A CPA’s Take

Summary In this conversation, Craig Wear and Glenn Block discuss essential financial strategies for IRA millionaires, focusing on tax implications and the importance of financial education. They emphasize the potential tax savings and the benefits of informed financial planning, aiming to simplify the financial lives of their clients. Takeaways Understanding tax implications is crucial for IRA millionaires. Proper financial strategies can save millions in taxes. Financial education is key to mak
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Medicare Open Enrollment 101: Navigating Changes with Todd Morrissey and Craig Wear
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-podcastIn this episode of What's Next in Retirement, host Craig Wear and guest Todd Morrissey, President of Medicare Solutions at Advisors Excel, provide insights into the Medicare Open Enrollment period. Whether you’re already on Medicare or exploring options for the first time, this discussion covers key information about Medicare Advantage, Part D, and the changes brought on by recen
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Roth Conversion Myths and Tax Pitfalls: Insights from a CPA with Glenn Block
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 planning, and the role of CPAs in guiding clients through the conversion process. The conversation highlights common pitfalls, tax strategies, and the benefits of charitable contributions in relation to Roth conversions. The episode emphasizes the need for professional guidance t
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Tax Tips if You’re Headed (back) to Canada
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 issues, and retirement planning. The guests, Jerry Scott and Craig Wear, discuss the importance of finding the right professionals to navigate these complex issues and the need for proper planning to minimize tax liabilities. They also highlight the significance of filing the nece
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