Retirement Rescue Radio

Nate discusses the last part of 2025 as well as what Wall Street expects for the stock market in 2026, what the big financial firms are saying, and—most importantly—what that means for you as an investor, especially if you're approaching or already in retirement.  Source: AEWM's Weekly Market Commentary Dec21-27 2025, https://www.cnn.com/2026/01/01/investing/what-to-expect-stock-market-2026 https://www.bloomberg.com/graphics/2026-investment-outlooks/ https://www.schwab.com/learn/story/us-stock-market-outlook

Nate thanks his team and his clients by telling how they've helped him build his business to allow him to give back, and recounts a very recent story of his first Mission Trip.

Nate thanks his team and his clients by telling how they've helped him build his business to allow him to give back, and recounts a very recent story of his first Mission Trip.

Nate got the chance to interview Tyshawn Taylor and found parallels between what it takes to succeed on the court and in retirement.

Nate discusses some of the way is that advisors bring value to their clients in more ways than simply investment returns. Source: PDF of the RMA study guide. Pages 16 – 19

Nate shares some actual good news about the economy amidst a lot of negative. Good news is out there!   Source: https://www.youtube.com/watch?v=7er_Cjknknw   https://www.dailywire.com/news/trump-secures-biggest-of-all-trade-deals-with-eu

Nate discusses the final big beautiful bill and what it means to retirees and pre retirees from a tax and income standpoint. Source: Source:  https://taxfoundation.org/research/all/federal/big-beautiful-bill-senate-gop-tax-plan/?fbclid=IwY2xjawLd9pFleHRuA2FlbQIxMABicmlkETFtek5ubTdCdGpRZmNBYUJ4AR6uSuBkMY86eLyoFqqojCAZpOm-p8Q6HdAwudH36aM3IIpB87suXhhczXnPqg_aem_CJzShSC6xo4fgn4zdqtJ1A https://wcginc.com/blog/one-big-beautiful-bill-obbb/?fbclid=IwY2xjawLd9pRleHRuA2FlbQIxMABicmlkETFtek5ubTdCdGpRZmNBYUJ4AR6r4UcjFtXxACgx8GL_V4V6NN_YDbEtuBWV8WOpOYFc2Kdw_ZQfHbQsiJCiKA_aem_U8UJN1gOXxOnqnL3r2_ygQ https://fortune.com/2025/07/04/trump-signs-one-big-beautiful-bill-into-law-what-that-means-for-your-money/?fbclid=IwY2xjawLd9pdleHRuA2FlbQIxMABicmlkETFtek5ubTdCdGpRZmNBYUJ4AR6uSuBkMY86eLyoFqqojCAZpOm-p8Q6HdAwudH36aM3IIpB87suXhhczXnPqg_aem_CJzShSC6xo4fgn4zdqtJ1A https://www.bogleheads.org/forum/viewtopic.php?t=457576&fbclid=IwY2xjawLd9ppleHRuA2FlbQIxMABicmlkETFtek5ubTdCdGpRZmNBYUJ4AR407mFk2xmCzWFyWon2IGB7_jeIo0I-XTxpahqmkmXXb4-uLDQm2PC2_RCQQg_aem_rvC6014ec7oA7UKO0VOStA https://www.cnbc.com/guide/what-trumps-one-big-beautiful-bill-means-for-your-money/?fbclid=IwY2xjawLd9p1leHRuA2FlbQIxMABicmlkETFtek5ubTdCdGpRZmNBYUJ4AR6wVUnF2upPPztlAZqRSg7S26TGBropG5kPJk60gng_R347FApSKsiLijoTIg_aem_MINsVbLaK7sDXlgYKBBjaQ#senior-bonus-deduction

Nate discusses some of the investment accounts that you can open and investing for retirement other than someone's retirement plan at work.

Nate discusses how to use certain marketing conditions to your advantage combined with Donor Advised Funds to donate more money to charity in a tax savvy way.   Source: https://www.google.com/finance/quote/TSLA:NASDAQ?sa=X&ved=2ahUKEwjaquOr5aKMAxVWHNAFHSXNEJwQ3ecFegQIPxAf

Nate discusses a video that has been making its rounds among his clients that is simply a fear mongering advertisement to sell more newsletter subscriptions and should not be taken seriously.   Source: https://www.retirementwatch.com/offer/rw-default?source=RWDD8715T&step=0&CID=434710&AFID=506988&CLICKID=01_177173239_16f527e5-17dc-4e86-a4ca-263b15cb6e5f   https://www.retirementwatch.com/offer/rw-default?source=RWDD8715T&step=1&CID=434710&AFID=506988&CLICKID=01_177173239_16f527e5-17dc-4e86-a4ca-263b15cb6e5f

Nate discusses the new Act and the positives and negatives of it, and how it could impact retirees and the Social Security Trust Fund.   Source: https://www.thinkadvisor.com/2025/01/05/biden-signs-social-security-fairness-act-/?kw=Biden%20Signs%20Social%20Security%20Fairness%20Act&utm_source=email&utm_medium=enl&utm_campaign=newsroomupdate&utm_content=20250105&utm_term=ta&oly_enc_id=4791J5393367D8I&user_id=7dece68a50d12914b4929182d0b4cb5001dd82cb0e00296b32af6f59bb259b0a   https://www.thinkadvisor.com/2025/01/03/debate-is-the-social-security-fairness-act-fair/?kw=Debate%3A%20Is%20the%20Social%20Security%20Fairness%20Act%20Fair%3F&utm_position=1&utm_source=email&utm_medium=enl&utm_campaign=lifehealthweekender&utm_content=20250105&utm_term=tadv&oly_enc_id=4791J5393367D8I&user_id=7dece68a50d12914b4929182d0b4cb5001dd82cb0e00296b32af6f59bb259b0a   https://www.thinkadvisor.com/2024/12/30/social-security-fairness-act-could-cause-new-problems/?kw=Social%20Security%20Fairness%20Act%20Could%20Cause%20New%20Problems&utm_position=1&utm_source=email&utm_medium=enl&utm_campaign=weekendreview&utm_content=20250104&utm_term=tadv&oly_enc_id=4791J5393367D8I&user_id=7dece68a50d12914b4929182d0b4cb5001dd82cb0e00296b32af6f59bb259b0a   https://www.thinkadvisor.com/2024/12/27/social-security-fairness-act-calls-for-2024-back-payments/?kw=Social%20Security%20Fairness%20Act%20Calls%20for%202024%20Back%20Payments&utm_source=email&utm_medium=enl&utm_campaign=earlywire&utm_content=20241230&utm_term=tadv&oly_enc_id=4791J5393367D8I&user_id=7dece68a50d12914b4929182d0b4cb5001dd82cb0e00296b32af6f59bb259b0a

Nate discusses the positives and negatives about the Trump tariffs and how they could affect prices, the market, and retirees' investments.   Source: https://www.washingtonpost.com/opinions/2024/10/28/jeff-bezos-washington-post-trust/   https://pmc.ncbi.nlm.nih.gov/articles/PMC7255316/#:~:text=The%20wasteful%20effects%20of%20protectionism,marginally%2Dsignificant%20increase%20in%20unemployment.   https://taxfoundation.org/research/all/federal/tariffs/   https://www.investopedia.com/news/what-are-tariffs-and-how-do-they-affect-you/   https://www.dailywire.com/news/trump-promises-tariffs-on-all-products-from-mexico-until-it-curbs-flow-of-migrants-into-u-s   https://www.dailywire.com/news/trudeau-says-he-had-a-good-call-with-trump-after-threat-of-tariffs   https://www.dailywire.com/news/trump-unveils-tariff-ultimatums-against-canada-mexico-and-china   https://www.dailywire.com/news/the-art-of-the-tariff-how-trump-can-help-save-the-middle-class

Nate has heard multiple times that Trump wants to cut Social Security, hearing that the source of those concerns was project 2025, so he downloaded all 922 pages, and gets to the bottom of it. Source: https://static.project2025.org/2025_MandateForLeadership_FULL.pdf

Nate discusses the cost of living adjustment increase for 2025 along with the Medicare premium increase, and again tries, possibly in vain, to temper election season emotions. Source: https://www.thinkadvisor.com/2024/10/10/social-security-cola-for-2025-set-at-2-5/?kw=Social%20Security%20COLA%20for%202025%20Set%20at%202.5%25&utm_source=email&utm_medium=enl&utm_campaign=newsroomupdate&utm_content=20241010&utm_term=ta&oly_enc_id=4791J5393367D8I&user_id=7dece68a50d12914b4929182d0b4cb5001dd82cb0e00296b32af6f59bb259b0a https://www.aarp.org/retirement/social-security/info-2024/cola-set-for-2025.html#:~:text=In%20their%202024%20annual%20report,a%20month%20for%20most%20recipients.

Nate discusses a few articles around the theme of underspending in retirement and why some retirees may be hesitant to spend money in retirement, even if their strategies show that they could spend higher amounts.   Source:  https://www.morningstar.com/retirement/tips-help-you-spend-less-or-more-retirement   https://www.forbes.com/sites/timmaurer/2023/09/24/scared-to-spend-overcoming-the-retirement-cycle-of-fear/?sh=4937ce036c5f   https://www.msn.com/en-us/news/us/the-anxiety-of-spending-money-you-definitely-have/ar-AA1ojOvF

Nate discusses Kamala Harris's 25% proposed tax on unrealized capital gains.   Sources:   https://www.forbes.com/sites/robertwood/2024/08/29/kamala-harris-plan-to-tax-unrealized-capital-gain-is-scary-heres-why/   https://www.forbes.com/sites/robertwood/2024/08/28/kamala-harris-has-big-plans-for-your-taxes-here-is-what-you-could-pay/   https://www.politifact.com/factchecks/2024/aug/30/facebook-posts/harris-backs-an-unrealized-capital-gains-tax-it-wo/   https://taxfoundation.org/data/all/federal/latest-federal-income-tax-data-2024/

Nate is once again fed up with the narrative of the rich not paying any taxes. Literally every single tax comment that came out of Biden's mouth is wrong. And not subjectively wrong, not politically wrong, they are every one of them objectively, factually wrong.   Source: https://taxfoundation.org/data/all/federal/summary-latest-federal-income-tax-data-2023-update/#:~:text=The%20top%201%20percent%20earned,the%20bottom%2090%20percent%20combined   https://www.forbes.com/advisor/business/average-salary-by-state/   https://www.politifact.com/factchecks/2021/apr/12/joe-biden/fact-checking-joe-biden-corporation-taxes/   https://drilldownsolution.com/how-billionaires-avoid-taxes/   https://www.washingtonpost.com/politics/2021/10/21/bidens-favorite-stat-that-55-major-corporations-paid-no-federal-income-tax/   https://www.politifact.com/factchecks/2023/nov/29/joe-biden/is-joe-biden-right-that-republicans-would-cut-soci/

Nate discusses an article that explains the changes to the Social Security System that Retirees would be willing to make in order to shore up the reserves and bring it back to solvency.

Nate interviews Advisor Josh Miller on some very specific nuanced social security claiming strategies.

Nate interviews Matt Black who busts some myths surrounding retirement.