The 'What's Next?' Retirement Podcast

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Are You Leaving Your Heirs A Tax Bomb?

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Recent Episodes

  • The Roth Illusion: Why Most Software Gets It Wrong
  • Maximizing Your Medicare: Essential Tips for Open Enrollment 2024 with Expert Emily Gang
  • The Truth About Capital Gains and Roth Conversions – A CPA’s Take
  • Medicare Open Enrollment 101: Navigating Changes with Todd Morrissey and Craig Wear
  • Roth Conversion Myths and Tax Pitfalls: Insights from a CPA with Glenn Block
  • Tax Tips if You’re Headed (back) to Canada
  • My Medicare Audit: A Personal Journey to Optimal Coverage
  • Unlocking Your Retirement Goldmine: How to Legally Tap into Your 401K and Pension Now
  • Supercharge Roth Conversions thru DAFs
  • See all →
The 'What's Next?' Retirement Podcast Logo

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.

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