Retire Fit with Nathan Fort: Recent Episodes
Nathan Fort
Standing in a welfare line as a young man with his mother to collect donated groceries, Nathan's relentless determination to understand money was born. With appreciation for the loving sacrifices and hard work of his parent's to support him and his siblings despite health complications and layoffs, living a financially fearless life became Nathan's quest and helping others to do the same later became his mission. Over the last sixteen years Nathan has developed and perfected the art of retirement planning culminating in his Three Steps to Financial Fitness process which has allowed hundreds of pre-retirees and retirees approach and thrive in retirement, fearlessly.
As host of the Retire Fit with Nathan radio show, Nathan shares invaluable insight into practical planning tips and strategies weekly with his listeners and guests. Tune in on KLBJ, 11:00am on Sundays. Nathan has also contributed to his industry by serving on multiple national boards and training hundreds of financial advisors across the country on proven retirement strategies. He holds the Chartered Advisor for Senior Living® (CASL®) designation and the Retirement Income Certified Professional® (RICP®) designation.
Nathan married his best friend, Lindsay in 2004 and their family of six children is their pride and joy. Between homeschooling, boating, sports, church activites and taking care of their 150lb dog and nineteen chickens they also make time for pizza and a lazy movie-night.
On this week’s show we discuss the parallels between the game of golf and retirement planning. We get into life lessons we can learn from planning for our retirement years.
If you have any questions call Nathan Fort 800-890-5008 or click here to visit our website.
Retirement, Saving, Planning, Roth, IRA, 401K, Healthcare, Legacy
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On this week’s show how the higher cost of living we are experiencing will impact you in retirement. We discuss the big three hurdles you will need to clear. The 4% rule that many follow when withdrawing funds in retirement is dated and we will explain why. We will also throw questions out that you need to have the answers for while planning. We will also answer those very questions so take notes.
If you have any questions concerning your retirement call Nathan Fort 800-890-5008 or click here to visit our website.
Retiring, Planning, Saving, Healthcare, 401K, Roth, Taxes
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Are You Ready to Retire Early? Do You Even Know if You Can?
On this week’s show we discuss retiring early and what it will take before you pull the trigger. Making your money last through your retirement is the goal, and having a customized retirement plan can guide you. We will also tackle some real tough questions that many don’t want to tackle.
If you have any questions about your own retirement call Nathan Fort 800-890-5008 or click here to visit our website.
Retirement, Plan, Save, 401K, Roth, Taxes, Healthcare
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On this week’s show we will discuss changes that will be coming when you enter retirement. How you choose to deal with the changes is vital. Having a plan will help navigate. Retirement and retirement planning has evolved over the last 50 years, we will discuss the Modern Retirement compared to what we all know as traditional retirement.
Exchanging risk in return for income is a goal in retirement and we will dive into this subject answering the key questions.
If you have any questions concerning your retirement call Nathan Fort 800-890-5008.
Retirement, Risk, Planning, Taxes, Saving, 401K, Roth
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On this week’s show new year financial resolutions. What steps should you be taking to strengthen your finances in the new year? Women and retirement, have some differences that need to be factored in and we will discuss. Achieving financial happiness in retirement is possible, but will a different path for each of us.
If you have any questions call Nathan Fort 800-890-5008.
Retirement, Safety, Planning, Saving, 401K, Roth, IRA, Taxes
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On this week’s show we give you simple steps to prepare for the new year in regards to your retirement. We get into the most important questions you need to be asking about retirement and answer them. Nest egg protection during a volatile market requires portfolio analysis and action.
If you have any questions about your retirement scenario
call Nathan Fort 800-890-5008.
Planning, Retirement, Diversification, Taxes, 401K, IRA, Roth
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On today’s show you’re 10 years out from retirement and planning for retirement is vital. We have financial red zone tips on today’s show. When do you withdraw from your retirement accounts and in what order? We will discuss some winning moves as well as moves to avoid. Also Retirement questions a comprehensive plan will answer.
If you have any questions around your retirement call Nathan Fort 800-890-5008.
Retirement, Income, Taxes, Roth, 401K, Planning, Insurance
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On this week’s show we dive into a recent Northwestern Mutual Study on Financial instability. We will offer up a few tips so you can retire with confidence. Scams are seemingly every where and they tend to target our older age groups that are already in retirement. We will identify the latest 3 layer scam today that has been causing headaches for many. We will also give you some proven practices that will help you save even more for your golden years.
If you have any questions concerning your retirement call Nathan Fort 800-890-5008.
Retire, Savings, Roth, TSP, 401K, Planning, Taxes, 403B
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On this week’s show we will discuss retirement planning assumptions to avoid. There are six and you will want to make sure you are not following these assumptions. We will also dive in on ‘little” things that can make a big difference in your retirement.
If you have any retirement planning questions call Nathan Fort 800-890-5008.
Planning, Plan, Savings, Save, Taxes, 401K, Roth
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On this week’s show we will discuss investing for retirement and offer up tips. You want to avoid big mistakes on your retirement journey. We will highlight some biggies to avoid. We have a few hypothetical case studies you don’t want to miss. We’ll go over the different scenarios and discuss possible outcomes.
If you have any questions about your own retirement
contact Nathan Fort 800-890-5008.
Retire, Save, Plan, 401K, Roth, IRA, Taxes
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On this edition of the show we have some fun with the old game show “ Who Wants to be millionaire”, but we insert retirement into the question. We will also be sinning on today’s show….well at least talking about sins to avoid when prepping for your retirement.
If you have any questions call Nathan Fort 800-890-5008.
Retirement, Planning, Savings, RMD, Taxes, Roth, IRA
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Coming up on this week’s show we discuss retirement concerns and these are the biggies. Retirement planning can be an emotional journey and you need to be careful not to overreact. Proactive strategies for retirement you can apply well before one’s golden years.
If you have any questions call Nathan Fort 800-890-5008.
Retirement, 401K, IRA, Roth, Planning, Taxes
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On this week’s show we will have some fun with a very serious retirement topic. We all remember the game RISK, well we will put a retirement twist on it. Everybody is different and your retirement plan needs to be customized to you. We will also dive into understanding your investments and the role they will play in building lifetime income.
If you have any questions concerning your retirement call Nathan Fort 800-890-5008.
Retirement, Planning, Plan, Savings, Save, Interest, 401K, Roth, IRA
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On this week’s show we have a lot to discuss. It’s not uncommon for people to put off meeting with a financial advisor. We will go over some of the reasons people don’t and explain why you should. If you are less than 10 years away from retiring we have some strategies for you to consider. Retirement expenses can go up, but you can control it with careful planning.
If you have any questions about retirement, how to get started with your planning or need a second opinion on what your current situation call Nathan Fort 800-890-5008.
Retirement, Planning, Saving, 401K, IRA, TSP, Pension, Taxes, Healthcare,
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On this week’s show, we tackle the biggest financial concerns as you approach retirement. We dig into the emotional side of planning because it can be intimidating when you’re getting started. You’ve saved well for retirement, now what? We will discuss distribution strategies.
If you have any questions call Nathan Fort 800-890-5008.
Retirement, Planning, Saving, Taxes, Stocks, Bonds, IRA, 401K,
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On this week’s show we start off by having fun with the old game “Two Truths and a Lie”. We put the retirement planning twist on it. Do you have a “worry” list? We do, but we also have suggestions to ease your pain.
If you have any questions about today’s show or your own retirement call
Retirement, Medicare, Roth, Planning, Fund, Savings, IRA, TSP, Diversification, Balance,
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On this week’s show we will hear from the streets. Where are you in your planning process? Annuities just being mentioned sparks a reaction and we will discuss. We will go over strategies for regular dependable income in retirement. After the strategy you need a retirement budget/spending plan to keep you on track.
If you have any questions call Nathan Fort 800-890-5008.
Retirement, Plan, Planning, Annuity, 401K, TSP, Roth, IRA
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Politics and retirement planning are intermingling we discuss the hot topic ESG(Environmental, Social, Governance). We will go over red flags you need to be aware of, if you’re hearing these from your current advisor look out! Baby Boomers, we talk directly to those turning 65 and things you need to avoid as you near retirement.
If you have any questions call Nathan Fort 800-890-5008.
Retire, Retirement, Savings, Plan, Planning, ESG, 401K, IRA, 403B,
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On this week’s show we start with things you can do right now to help your money last through retirement. Unsteady times require calm rational behavior when it comes to your retirement accounts. We shift gears to discuss non-financial retirement questions that need to be answered before you call it quits.
If you have any questions call Nathan Fort 800-890-5008.
Retire, Savings, Planning, Roth, 401K, Annuity, Insurance,
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On this week’s show we discuss some “Do’s” and Don’ts when it come to your retirement savings. Also, the Federal Reserve has been adjusting interest rates and we’ll dive into what that means for retirement portfolios.
If you have any questions about your retirement call Nathan Fort 800-890-5008.
Retirement, Planning, Savings, Roth, Annuities, Federal, Reserve, Interest, Rates,
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On the week’s show we hear from CEO of JP Morgan Chase, Jamie Dimon. We will discuss the current state of the economy and what retirees and those about to be retired should focus on. Jaw dropping stats concerning your golden years will be highlighted on today’s episode. Also today we have a few tips to kick start your retirement savings.
If you have any questions concerning your own retirement
call Nathan Fort 800-890-5008.
Retirement, Planning, Strategy, Spending, Saving, RMD, 401K, Roth, Annuity,
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On this weeks show we have tips to make sure you don’t run out of money in retirement. We will also address the true cost of inflation and how to protect your retirement from it. We all know Roth IRA’s can be great for retirement, but did you know there are several benefits of the Roth that you can use before you actually retire?
If you have any questions call Nathan Fort 800-890-5008.
Retire, Retirement, Planning, Savings, Roth, IRA, 401K
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On this week’s show it’s tax season and we’re here to help. Taxes can potentially take a bite out of your retirement. We’ll go over tips to help. Milestone ages for retirement start at 50 and you need to know the significance of the different ages. We will also go over retirement advice you should probably follow, but many do not.
If you have any questions about your retirement call Nathan Fort 800-890-5008.
Retirement, Taxes, Planning, 401K, Investing, RMD, Pension,
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On this week’s show we discuss the latest from money management firm Natixis. That surveyed advisors around the country concerning the biggest retirement mistakes people are making. Life is filled with milestones and these can really impact your retirement. One of the first calls you make should be to your advisor when something big happens. Will you be better off in retirement than your parents or grandparents? We discuss all that and more coming up.
If you have any questions about your retirement situation
call Nathan Fort 800-890-5008.
Retirement, Savings, Planning, IRA, 401K, TSP,
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On this week’s show we discuss retiring in 2023 and what that may look like. Planning for income in retirement is one key to success, is your plan addressing everything as retirement looms. Keeping retirement money as safe as possibly is vital, we will discuss a few strategies.
If you have any questions about your retirement situation
call Nathan Fort 800-890-5008.
Retirement, Savings, Planning, Risk, Taxes, 401K, Roth,
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On this week’s program we give some tips if you are in the final ten years before you retire. Inflation is real and will impact retirement, we will discuss reevaluating your budget to cover expenses. We will also give you some tips to protect yourself and your financial future.
If you have any questions concerning your retirement call Nathan Fort 800-890-5008.
Retirement, Planning, 401K, Roth, Taxes, Inflation,
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On this weeks show we get into four ways to adjust your income and understanding the taxes. Stretching your budget in retirement may be required to stay on track. You will get a lot of advice from friends, coworkers and family when it comes to retirement, make sure the advice fits in your retirement puzzle.
If you have any questions about your retirement call Nathan Fort 800-890-5008.
Retirement, Planning, Taxes, Savings, Investing, Roth, IRA
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On this edition we discuss inflation’s impact on your retirement. Avoiding big potential mistakes that you can make as you plan for your golden years is vital. 3 years into the Secure Act we outline changes that could influence your plans.
If you have any questions call Nathan Fort 800-890-5008.
Retirement, Retire, Plan, Planning, Taxes, Inflation,
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On this week’s edition we discuss that first year of retirement. What you need to prepare for as you begin your retirement. We also get into navigating retirement if you are a Gen X-ers. The year is ending and we have money moves to make before 2023.
If you have any questions about your retirement call Nathan Fort 800-890-5008.
Retirement, Finance, Taxes, 401K, HSA, Stocks, Bonds,
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Cost of living adjustment for Social Security the biggest bump in 40 years. Shifting to decumulation can be an adjustment. Remember the “Easy” Button commercials? There are some tricky parts to retirement, but we have some tips to make it easier.
If you have any questions call Nathan Fort 800-890-5008.
Retirement, Planning, Decumulation, SocialSecurity,
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On this week’s edition how to navigate inflation that is currently at a 40 year high. Taxes are going up. It’s not a question of “if”, but “when”. Retirement income that’s not taxable will be discussed get ready to take notes. We all have an idea of the lifestyle we want in retirement, and having a plan to get you there is vital. We have a few steps you can take.
If you have any questions about your retirement scenario
call Nathan Fort 800-890-5008.
Retirement, Retire, Inflation, Taxes, Plan, Planning,
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On this week’s program Secure Act 2.0 takes center stage. What this will mean for retirement planning and what you should be aware of moving forward. We will discuss proven practices that can help you save more as you head towards retirement. Once in retirement the planning doesn’t stop. Planning how you spend your time in retirement is very important and we will talk bucket lists and being financially savvy.
If you have any questions about your retirement call Nathan Fort 800-890-5008.
Planning, SecureAct, Saving, Retirement, Inflation, Taxes,
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On this week’s show we answer questions that advisors get every single day when it come to retirement. Long Term Care could be in the cards for some retirees. We will discuss alternatives to long term care insurance that you should be aware of as you plan for retirement. Breaking bad habits can be hard to do, we have some to be aware of when it comes to your retirement planning.
If you have any questions concerning your retirement process
call Nathan Fort 800-890-5008.
Retire, Plan, Planning, Taxes, Roth, IRA,
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On this week’s edition we discuss what retirees are most concerned about in this current economic environment. What are retirees and pre retirees stoking their nest eggs with as they head to their golden years?
We will also debunk myths about annuities and you might just find that the right annuity could be a good fit in your retirement plan.
If you have any questions about retirement planning
call Nathan Fort 800-890-5008.
Retirement, Savings, Planning, Roth, IRA, Annuity,
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Second Consecutive quarter of decline equals a recession. On today’s show we discuss what this means for retirement planning. Planning for retirement for couples that have a significant age difference will be bantered about. If you are in this scenario with your spouse listen up. Also on this edition some tips to stretch your retirement dollars.
If you have any questions concerning your retirement call Nathan Fort 800-890-5008.
Retirement, Recession, Inflation, Annuity, Plan, Planning,
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On this week’s program, Inflation is high, interest rates moving north, and the talk is, a recession is upon us. Has inflation peaked? How can you weather the storm as you move toward retirement? Questions asked and answered coming up. When markets are volatile there things you need to be doing as you near retirement.
If you have any questions call Nathan Fort 800-890-5008.
Retirement, Savings, Planning, Invest, Volatile,
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On today’s show we will talk about the pillars needed for a comfortable retirement. Inflation is a silent killer when planning for retirement. We discuss what inflation will mean to your planning process. We never want to sabotage our own retirement. We will go over a number of signs that you may be damaging your retirement and how to change the behavior.
If you have any questions concerning your retirement call Nathan Fort 800-890-5008.
Retirement, Inflation, Planning, Invest, Safety,
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We are all moving toward retirement and on today’s show we discuss financial risks to avoid. Retirees and pre retirees are worried about what a recession will do to their plans. We will discuss how to prepare. Retiring as a couple checklist will also be on today’s program.
If you have any questions about your retirement call 800-890-5008.
Retirement, Recession, Savings, Risk,
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On this week's episode we discuss 5 things you can be doing before you retire to make sure you’re ready for the big milestone. People have been leaving their jobs in record numbers. What can you do with that old 401K? We break the options down. Running out of money in retirement is the number one fire for retirees we go over key mistakes to avoid.
If you have any questions about your retirement situation
call Nathan Fort 800-890-5008.
Retirement, Savings, Inflation, Planning, Portfolio, Taxes,
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On this week’s show Inflation is front and center. Ideas for you to fight it and still retire on time. Crypto currencies are in the headlines. Should they be in your portfolio? We will also discuss the various stages of retirement and how to navigate them.
If you have any questions call Nathan Fort 800-890-5008.
Retirement, Inflation, Crypto, Currency, Planning
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Financial education should not stop once you hit retirement. Retirement accounts and dividend stocks could be the dynamic duo in your retirement planning. We will discuss 3 reasons why. Is your retirement plan ready for uncertainty? Steps you can take to be better prepared for the ups and downs.
If you have any questions about your retirement planning
call Nathan Fort 800-890-5008.
Retire, Wealth, Stocks, Market, Inflation, Taxes
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Tax impact on your nest egg will be front and center on this week’s program. Tax implications for your retirement accounts.Secure Act 2.0 has passed the House easily and now the Senate will debate. How will this change retirement planning? We discuss on this week's show. We love a good quote about retirement! We will throw a few at you today.
If you have any questions call NAthan Fort 800-890-5008.
Taxes, Planning, Market, Stocks, Bonds, Retire,
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Retirees are feeling anxious about their retirement as we deal with these uncertain times. On this week’s show we discuss how to stay calm when it comes to your planning. Inflation is being felt across the board.Strategies to weather the storm coming up on today’s program. Frequently asked questions concerning annuities answered on the show this week as well.
If you have any questions about your retirement situation
call Nathan Fort 800-890-5008.
Retirement, Inflation, Planning, Annuities, Strategy, 401K, IRA, Roth
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On this week’s program strategies to help lessen the impact of taxes. Rising inflation and volatile markets have everyone concerned, but maintaining control over what we can control will be key. Getting back to basics and discussing key factors you need to include in your retirement plan.
If you have any questions about retirement call Nathan Fort 800-890-5008.
Taxes, Retirement, Inflation, Social, Security, 401K,
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Tax Planning for Retirement
On this week’s show we answer common questions about taxes in retirement.We get into the Roth IRA and reasons to start saving now. We also discuss the many types of risks when it comes to retirement planning and how to potentially avoid them.
If you have any questions about your retirement situation call
Vital Retirement Planners 800-890-5008.
Roth, Taxes, Plan, Retirement, 401K,
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On this week's show we discuss retirement readiness, Legacy pitfalls to avoid, and simple tips to boost your retirement savings.
If you have any questions contact Nathan Fort 800-890-5008.
Retirement, Roth, 401K, Plan, Taxes, Savings
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On today’s episode we discuss avoiding the myths that exist when it comes to retirement planning. There are differences for women & men when it comes to retirement and an interesting conversation unfolds. Mistakes in planning can derail retirement so we will point out a few to be aware of as you move towards your golden years.
If you have any question regarding your retirement call Vital Retirement Planners 800-890-5008.
Retirement, finance, invest, plan, planning, taxes, 401k, Roth
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Market volatility is a given. On today’s show we discuss ways you can protect your retirement plan. Today we will go over Supercharging your retirement if you are a late starter when it comes to planning. How do you really know you’re ready to retire? We will give you a few calculations to consider.
If you have any questions about retirement call Nathan Fort 800-890-5008.
Retire, Plan, volatility, 401K, Roth
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On this week's show we discuss getting your ducks in a row as you head towards retirement. Forbes Finance Council weighed in on things you shouldn’t overlook as you near your golden years. We also discuss questions you might be hesitant to ask when you sit down to plan your retirement.
If you have any questions about your retirement call nathan Fort at Vital Retirement Planners 800-890-5008.
Retirement, savings, 401K, IRA, Legacy,
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On this week’s program we will outline ways to give your retirement accounts a workout. Expenses in retirement can erode your savings we will discuss. Staying calm when the Market does what it does we’ve got some easy steps to follow to financial serenity.
If you have any questions call Nathan Fort at Vital Retirement Planners 800-890-5008
Planning, Investments, strategies, Taxes, Budget
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On this weeks program we discuss the importance of meeting yearly retirement goals. How can you boost your retirement savings? We will answer that question plus we will look at several income strategies in retirement.
If you have any questions please contact Nathan Fort and Vital Retirement Planners 800-890-5008.
Retire, Strategy, Plan, Money,
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On today’s program strategies to protect your retirement nest egg. Tips to get the most out of your 401K. Big decisions come with planning for your retirement and we will discuss these choices and how that will impact your golden years.If you have any questions call Nathan Fort 800-890-5008 Nestegg, Risk, Retirement, RMD, 401K
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Nathan Fort points out some retirement advice that is dated and that many still follow. New year approaching and changes are on the horizon for retirees The Nathan digs in. What risks are you facing as you head towards your retirement? Answers to this question and more coming up on today's program.If you have any questions about retirement planning please contact Nathan Fort at Vital Retirement Planners 800-890-5008.
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Market volatility is the opening topic in this podcast. Nathan Fort outlines ways a market correction could impact your retirement along with tips to help keep your plan strong in the event of a correction of worse. What’s the key to protecting your savings from a crash and what are your best investment strategies? They also talk about simplifying your entry into retirement and go over some of the financial gaps that could impact your planning.
To connect with Nathan Fort, and the team at Vital Retirement Planners, just call (800) 890-5008.
Volatility, markets, inflation, taxes, gaps
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Inflation is ticking up. What effects could this have on your nest egg? Stress testing your retirement plan, and retirement today vs yesterday.
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What is SECURE Act 2.0? Nathan Fort will explain what the proposed legislation could mean for your retirement accounts if it is passed. Just like the Cher song, we can’t turn back time but we can avoid regrets when it comes to planning for your retirement. Nathan will talk about how.
To contact Nathan and the team to get your own questions answered, give them a call or text NATHAN any time to (800) 463-4505. Also, visit his website: https://www.vitalretirement.com/
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Nathan Fort has some tips on how to avoid mistakes when inheriting an IRA or 401k. An unexpected retirement can be overwhelming. Nathan will discuss what you need to know to deal with this unforeseen situation. He'll also take a look at how inflation may impact your retirement.
To contact Nathan and the team to get your own questions answered, give them a call or text NATHAN any time to (800) 463-4505. Also, visit his website: https://www.vitalretirement.com/
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Nathan Fort will look into if it makes sense to add cryptocurrency like Bitcoin to your retirement portfolio. He’ll also look at several withdrawal strategies to keep taxes at a minimum and keep more of your hard earned money. So you want to retire? It takes strategic planning to get there and Nathan will show you how. That and so much more!
To contact Nathan and the team to get your own questions answered, give them a call or text NATHAN any time to (800) 463-4505. Also, visit his website: https://www.vitalretirement.com/
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Nathan Fort will talk about how his recent wolf hunting trip parallels saving for retirement. Over a trillion dollars is left behind in old 401k’s. Yep, you read that right. He will explain what you can do to retrieve yours if you have one and put it to work for you in your retirement. Think it’s hard to save for retirement if you don’t have a 401k? Think again. Nathan will give you different options that can put you on the right track to a stress free retirement.
To contact Nathan and the team to get your own questions answered, give them a call or text NATHAN any time to (800) 463-4505. Also, visit his website: https://www.vitalretirement.com/
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Is there such a thing as a “happy retirement plan” Believe it or not, there is and on this week’s show, Nathan Fort will tell you how you can get one! He’ll also separate facts from fiction when it comes to how much you need to have saved for such things like healthcare expenses. So, you have been saving and have a plan. Great! You may be ready right now to take the plunge and retire. Nathan will give some tips on how to know if you are ready to go That and so much more!
To contact Nathan and the team to get your own questions answered, give them a call or text NATHAN any time to (800) 463-4505. Also, visit his website: https://www.vitalretirement.com/
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On this week’s show, Nathan Fort will show you the five areas that can help your retirement be successful. He’ll also show you how to make sure you are on the right track with the best retirement plan for you and give you tips on realistic retirement planning strategies and a lot more!
To contact Nathan and the team to get your own questions answered, give them a call or text NATHAN any time to (800) 463-4505. Also, visit his website: https://www.vitalretirement.com/
See omnystudio.com/listener for privacy information.
Nathan Fort will take a look at retirement planning myths and how to avoid them destroying your retirement savings. Ever hear of phased retirement? You’re not alone if you haven’t. Nathan will explain what it is and if it is right for you. He’ll also talk about when one spouse retires while the other does not and how to make a smooth transition and make sure to have enough retirement income and much more!
To contact Nathan and the team to get your own questions answered, give them a call or text NATHAN any time to (800) 463-4505. Also, visit his website: https://www.vitalretirement.com/
See omnystudio.com/listener for privacy information.
On this week’s show, Nathan Fort will highlight some retirement milestones and why you should celebrate them. He will also go over some strategies to position yourself into a tax efficient retirement. No 401k? No problem! He will go over options that you can use to save for retirement, even if you are self employed and a lot more!
To contact Nathan and the team to get your own questions answered, give them a call or text NATHAN any time to (800) 463-4505. Also, visit his website: https://www.vitalretirement.com/
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Nathan Fort will give tips on how to protect your financial future by avoiding common mistakes in divorce after 50. He will also offer advice about the decumulation process and what you should and shouldn’t be doing and what steps you need to take to weather a market volatility storm and so much more!
To contact Nathan and the team to get your own questions answered, give them a call or text NATHAN any time to (800) 463-4505. Also, visit his website: https://www.vitalretirement.com/
See omnystudio.com/listener for privacy information.
Coming up on this week’s show, Nathan Fort explains what you need to know about Secure Act 2.0 and why it has a good possibility of passing in Congress. Economic experts say we had a recession of sorts when COVID-19 hit last year but will we have a longer one sooner than later? Nathan will give us the scoop on that. Plus, he will also talk about expenses in retirement and why it is so important to have a plan in place and so much more!
To contact Nathan and the team to get your own questions answered, give them a call or text NATHAN any time to (800) 463-4505. Also, visit his website: https://www.vitalretirement.com/
See omnystudio.com/listener for privacy information.
Coming up on this week’s show, Nathan Fort will give you the steps on how to have a smooth transition into retirement and it all begins with a plan. Losing a spouse is never easy and that includes making financial decisions. He’ll explain how not to make costly mistakes when going through that difficult time. Nathan will also take a look at some common risks and see if they are worth taking and a whole lot more!
To contact Nathan and the team to get your own questions answered, give them a call or text NATHAN any time to (800) 463-4505. Also, visit his website: https://www.vitalretirement.com/
See omnystudio.com/listener for privacy information.
Money is definitely important when it comes to your retirement years but it’s not everything. Nathan Fort will outline a few secrets that could lead to a happy retirement. He will also discuss how not taking taxes into consideration could wreck your retirement and how knowing about annuities can complement your retirement portfolio. He’ll break that down and more!
To contact Nathan and the team to get your own questions answered, give them a call or text any time at (800) 463-4505. Also, visit his website: https://www.vitalretirement.com/
See omnystudio.com/listener for privacy information.
On this week’s show, Nathan Fort will break down some retirement “truth bombs” that will help avoid a financial crunch down the line; he will also take a look at a study of those who plan to delay and to accelerate their retirement and how you may relate; having a 401K is a good thing but is going show you how a Roth IRA can complement it and a lot more!!
To contact Nathan and the team to get your own questions answered, give them a call or text any time at (800) 463-4505. Also,visit his website: https://www.vitalretirement.com/
See omnystudio.com/listener for privacy information.
Preparing for retirement may feel like a full-time job with so much to know but on this week's show, Nathan Fort has some tips to prepare you for your golden years, including having a budget and retirement goal age. He also talks about how to avoid rookie retirement mistakes, how to keep your taxes in check and minimize the impact and a lot more!
To contact Nathan and the team to get your own questions answered, give them a call or text any time at (800) 463-4505. Visit his website: https://www.vitalretirement.
See omnystudio.com/listener for privacy information.
On this week's show, Nathan Fort has some good advice on how to avoid making retirement mistakes in challenging financial times including retiring too soon; Common sense planning tips including how to minimize “financial termites”; how to plan for retirement like an adult, yep, including not spending beyond your means and a lot more!
To contact Nathan and the team to get your own questions answered, give them a call any time at (800) 463-4505 or text Nathan to 21000 and visit his website: https://www.vitalretirement.com/
See omnystudio.com/listener for privacy information.
On this week's show, Nathan has the remedies to cure certain stressors that may be plaguing you in your retirement goals; He will also go into some errors you could be making when it comes to your retirement; He will also explain how to figure out how much you are spending as you approach retirement and how to stick to a budget and a whole lot more!
To contact Nathan and the team to get your own questions answered, give them a call or text any time at (800) 463-4505. Visit his website: https://www.vitalretirement.
See omnystudio.com/listener for privacy information.
On this week's show, Nathan talks about some potential mistakes you may have made when it comes to retirement and if you have, solutions on how to fix them; He also talks about 401k's, annuities, paycheck and "playchecks" and much more!
To contact Nathan and the team to get your own questions answered, give them a call or text any time at (800) 463-4505. Visit his website: https://www.vitalretirement.
See omnystudio.com/listener for privacy information.
On this week's show, Nathan gives some tips on how not to run out of money in retirement, including looking at your rate of return and inflation; He also breaks down some financial deadly sins and how not to let your emotions get the better of you when it comes to your retirement and he outlines some steps to take to avoid pitfalls in retirement, including a well-crafted plan and much more!
To contact Nathan and the team to get your own questions answered, give them a call or text any time at (800) 463-4505. Visit his website: https://www.vitalretirement.
See omnystudio.com/listener for privacy information.
On this week's show, Nathan discusses financial decisions that may impact your income and taxes at certain retirement milestones and focuses on some key areas including social security; the Five Year Rule when it comes to the Roth IRA, including consequences and exceptions, why some old tried and true advice may not be the best for you and much more!
To contact Nathan and the team to get your own questions answered, give them a call or text any time at (800) 463-4505. Visit his website: https://www.vitalretirement.
See omnystudio.com/listener for privacy information.
On this week's show, Nathan Fort has some solutions when it comes to keeping the money you have saved in retirement, including long-term care planning. He also goes over how to avoid taking out money of your retirement funds, including a "second act" and a "mini retirement" and he tackles the tough questions to ask your financial advisor, including what to do when divorce is involved and much more!
To contact Nathan and the team to get your own questions answered, give them a call or text any time at (800) 463-4505. Visit his website: https://www.vitalretirement.
See omnystudio.com/listener for privacy information.
On this week's show, Nathan Fort will highlight some steps to potentially catapult your success in retirement. He will also talk about RMD’s. They are back for 2021 and Nathan will outline some strategies to potentially minimize them. He will also discuss some universal truths when it comes to retirement and a lot more.
To contact Nathan and the team to get your own questions answered, give them a call or text any time at (800) 463-4505. Visit his website: https://www.vitalretirement.
See omnystudio.com/listener for privacy information.