Episodes

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 enroll...

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 sa...

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 Medicare Solutions at Advisors Excel, provide insights into the Medicare …

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 plann...

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...

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 in...

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 ac...

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 offset...

Join in to listen to Craig and Matt Blackwell discuss how to recession proof your investments. Special Guest: Matt Blackwell Schedule a call to learn more www.reliant-mgmt.com mblackwell@reliant-mgmt.com Check out my books he...

Today's primary objective is to provide insight into the current financial climate and offer potential solutions. We have a special guest who will share valuable insights. Contact Ben Nelson: 646-849-6840 bnelson@ashcroftcapi...

Listen in to ‘three dudes’ talking about the inside story of doing Roth conversions. Craig, Derrick DeHays and Ted Irwin talk about the specialized field of Roth conversion advice. Learn about the fears that many people have around Roth conversion …

In this podcast, financial coach Craig Wear and fitness expert Chuck Kastor discuss their program on helping people achieve their fitness and financial goals. They discuss how people tend to yo-yo in their fitness progress and how their program can …

Ben and Craig discuss the evolution of alternative investments, highlighting how improved access and transparency have made it easier for individuals to invest in private markets. They explain that investors can benefit from greater diversification and better returns by investing …

To watch to full VIDEO version of the podcast click HERE . Check out the Roth Conversion Deliverable here ! Here is access to my first book, Paying the Piper . Here is a link to my most recent book, …

Check out the Roth Conversion Deliverable here ! Here is access to my first book, Paying the Piper . Here is a link to my most recent book, Roth Conversion Secrets . Click here to schedule your FREE consult with …

Tune in to learn more about the Secure Act 2.0! Click here to schedule your FREE consult with our awesome team of CFP®s Here is access to Craig’s first book, Paying the Piper . Here is a link to Craig’s …

Tune in to learn 5 Reasons why Roth conversions are critical to your plans for retirement! Click here to schedule your FREE consult with our awesome team of CFP®s Here is access to Craig’s first book, Paying the Piper . …

Tune in to learn more about the Secure Act 2.0! Click here to schedule your FREE consult with our awesome team of CFP®s Here is access to Craig’s first book, Paying the Piper . Here is a link to Craig’s …

Click here to schedule your FREE consult with our awesome team of CFP®s Download your copy of Paying the Piper here! Episode: Interview with Jay Tompkins, CPA Tune in as we discuss: 👉 Why most advisors and CPAs don't 'get' …

Click here to schedule your FREE consult with our awesome team of CFP®s Download your copy of Paying the Piper here! Episode: Four Reasons NOT to do Roth Conversions Tune in as we discuss: Mid 70s Under 59 Modest IRA …

Click here to schedule your FREE consult with our awesome team of CFP®s. Episode: A day late and a dollar short in Roth Conversions Tune in as we discuss: Benefits of Roth Conversions Misconceptions about Roth Conversions Opt...