#  @theretirementnerds The Retirement Nerds The Retirement Nerds posts on YouTube about retirement, finance, social security, how to the most. They currently have [-------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/youtube::UCJCvyXmsHtpeJA0zYao2Jag/interactions)  - [--] Week [------] +0.92% - [--] Month [-------] -16% - [--] Months [---------] +178% - [--] Year [----------] +78% ### Mentions: [--] [#](/creator/youtube::UCJCvyXmsHtpeJA0zYao2Jag/posts_active)  - [--] Month [--] -17% - [--] Months [---] -7.50% - [--] Year [---] +39% ### Followers: [-------] [#](/creator/youtube::UCJCvyXmsHtpeJA0zYao2Jag/followers)  - [--] Week [-------] +0.35% - [--] Month [-------] +0.70% - [--] Months [-------] +27% - [--] Year [-------] +68% ### CreatorRank: [-------] [#](/creator/youtube::UCJCvyXmsHtpeJA0zYao2Jag/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [social networks](/list/social-networks) [technology brands](/list/technology-brands) [countries](/list/countries) [stocks](/list/stocks) [celebrities](/list/celebrities) **Social topic influence** [retirement](/topic/retirement) #313, [finance](/topic/finance) #1027, [social security](/topic/social-security) #97, [how to](/topic/how-to), [social](/topic/social), [insurance](/topic/insurance) #483, [money](/topic/money), [financial](/topic/financial), [if you](/topic/if-you), [update](/topic/update) **Top accounts mentioned or mentioned by** [@theretirementnerdscom](/creator/undefined) [@sodasontheroad](/creator/undefined) [@zaccmoneyeducation](/creator/undefined) [@retirementnerds](/creator/undefined) [@90daysfromretirementcom](/creator/undefined) [@90daysfromretirement](/creator/undefined) [@easylegalplanningcom](/creator/undefined) [@thesodafamilysubconfirmation1](/creator/undefined) [@zaccmoneyeducationsubconfirmation1](/creator/undefined) [@ucevja2rdwyijurrwahruyiw](/creator/undefined) [@theretirementnerdssubconfirmation1](/creator/undefined) [@willemswealth](/creator/undefined) [@giardinimedicare](/creator/undefined) [@ucw6wcwekvmgqelsf1tbtba](/creator/undefined) **Top assets mentioned** [Flex Ltd. Ordinary Shares (FLEX)](/topic/$flex) ### Top Social Posts Top posts by engagements in the last [--] hours "Durable Power of Attorney explained. #legal #estateplanning #fyp #willsandtrusts" [YouTube Link](https://youtube.com/watch?v=Dvoua7CSu3M) 2025-05-26T00:14Z 285K followers, [----] engagements "Don't Let Headlines Cost You $22000 in Taxes CPA Shares Tax Tips CPA and tax expert Daniel Astleford shares a simple story of a retiree who got spooked by the news and decided to pull all retirement investments. This triggered a steep and expensive tax bill for this individual who used the money and didn't share what they had done with their advisors. When the tax man came calling they didn't have enough to cover their tax liabilities. Daniel Astleford is a Certified Public Accountant (CPA) and runs his own accounting firm. HERE IS WHERE TO FIND DANIEL: Website: https://danielthecpa.com/" [YouTube Link](https://youtube.com/watch?v=G1Dc6gVv90g) 2026-01-05T00:45Z 286K followers, [----] engagements "Why Smart People Still Dont Have an Estate Plan Most people know they should have an estate plan yet millions never finish one. In this episode of The Retirement Nerds I sit down with estate planning expert Jim Burch to break down the biggest hurdles that stop families from completing their estate plan and how to overcome them. We talk through the most common barriers including fear of cost not knowing where to start avoiding uncomfortable conversations information overload and the belief that you must immediately hire a lawyer. Jim explains why these concerns are so common and shares" [YouTube Link](https://youtube.com/watch?v=GlF9z6jyMio) 2026-01-31T00:15Z 286K followers, [----] engagements "This is for successor trustees. Make sure you get the correct type of EIN for a trust. #legal" [YouTube Link](https://youtube.com/watch?v=M0qrm2-IoeI) 2025-05-30T23:14Z 285K followers, [----] engagements "If you don't fund your trust it's just an expensive bunch of papers. #estateplanning #willvstrust" [YouTube Link](https://youtube.com/watch?v=XZr7jVBP63Y) 2026-01-22T18:18Z 286K followers, [----] engagements "Avoid the Social Security Tax Torpedo If you're not careful the fact that Social Security is taxable can lead to you making decisions that become much more expensive than you may have realized. Zacc Call President of Capita Financial Network dives into the details of Social Security tax which then helps determine the value of taking more money out of investments during retirement or whether or not a Roth conversion is worth it. *Here is where to get the Spreadsheet referenced in the video:* https://theretirementnerds.com/social-security-worksheet/ Be sure to check out Zacc's free financial" [YouTube Link](https://youtube.com/watch?v=ZetbFdEqi2A) 2024-02-11T15:39Z 285K followers, 309.2K engagements "In the Roth vs Traditional debate make sure you are getting the foundational math correct. #rothira" [YouTube Link](https://youtube.com/watch?v=bzS6yS50Iuw) 2026-01-24T17:07Z 286K followers, [----] engagements "Watch This Before You Do A Roth Conversion If you want to know how to approach a mathematically sound roth conversion strategy watch this video Social Security Taxability Video: https://youtu.be/NxH2jHzZwFo Get the Free Social Security Taxability Worksheet Here: https://theretirementnerds.com/social-security-worksheet/ Need help Email me Erik@TheRetirementNerds.com Visit our website: https://www.TheRetirementNerds.com Join our newsletter: https://theretirementnerds.com/newsletter/ ============================= This video is NOT sponsored. The Retirement Nerds is the no-cost educational" [YouTube Link](https://youtube.com/watch?v=yhT_MkMT2Oc) 2026-02-10T03:36Z 286K followers, 20.6K engagements "Medicare Supplement Plan (Medigap) Premium Hikes and What You Can Do Are your Medicare Supplement (Medigap) premiums going way up this year Youre not alone. In this video we break down the massive increases happening across many Medicare Supplement plans in [----] and most importantly what you can do about it. RATE INCREASE SPREADSHEET Go here to see the increases others are facing and add your experience: https://docs.google.com/spreadsheets/d/1vlhBCXNZkola_d5iFr66Y-6x0tm3K2Sk5IA3_79T-Bc/editusp=sharing THE RETIREMENT NERDS NEWSLETTER https://theretirementnerds.com/newsletter/ THE SODA FAMILY" [YouTube Link](https://youtube.com/watch?v=7rHuyAmCtHY) 2025-08-31T14:55Z 286K followers, 139.4K engagements "How to Lower Your Medicare Part B Premium SSA [--] IRMAA Form If you are seeing a higher Medicare Part B premium than you think you should that is probably because of the Income Related Monthly Adjustment Amount (IRMAA). This happens if your income is considered high and they are looking at your tax return from two years ago. Watch this video to learn how to appeal This is for those whose income has dropped in the past two years which will potentially move you to a lower premium bracket for Medicare. Get the SSA-44 Form Here: https://www.ssa.gov/forms/ssa-44.pdf ================================" [YouTube Link](https://youtube.com/watch?v=8esTBooWIQY) 2023-09-10T15:00Z 285K followers, 24.4K engagements "The [--] WORST States for Medicare Supplement Plans Medicare Supplement plans are better in some states than in others. It may be that the Medigap plans cost less in certain states. Or it is easier to switch between Medicare Supplement plans in some states versus others. In this video we go over the [--] WORST states for Medicare Supplement plans because of high costs or strange rules. Be sure to watch our video on the [--] BEST states for Medicare Supplement plans here: https://youtu.be/WtarWW-4yjM Check out our resources at https://TheRetirementNerds.com/ ============================= Send me a" [YouTube Link](https://youtube.com/watch?v=9cFOUGm4lmU) 2024-11-16T18:18Z 285K followers, 42.2K engagements "2025 Medicare Cost Comparison Advantage vs Supplement Which will cost you more in [----] A Medicare Supplement Plan or a Medicare Advantage Plan We look at what your fixed and variable costs will be with an average Medicare Supplement Plan G vs a zero dollar Medicare Advantage plan. The numbers we use are averages from across the country. There are things outside of strictly dollars to consider with these plans. Always work with an agent on this decision. Full Breakdown of Advantage vs Supplement https://youtu.be/eOP76hMPiDs Switching from Advantage to Supplement https://youtu.be/Vnf5UmIclgI" [YouTube Link](https://youtube.com/watch?v=C9bUVhta6S0) 2024-11-10T23:15Z 285K followers, 85.7K engagements "I Looked At The Raw Data to Figure Out United Healthcare's Actual Denial Rate United Healthcare was infamously painted as denying 32% of all medical claims submitted by insurers. If this number is true there are some serious problems with the largest insurance carrier in the world. In this video I use the raw data cited in the article claiming this 32% number and what I found is depressing. I don't know how to put this nicely. If you are getting your information from news outlets. the information is warped and shaped in a way to make you upset or scared. I can't reach all of you but for those" [YouTube Link](https://youtube.com/watch?v=FWlWZvVmJ3s) 2025-02-13T23:30Z 285K followers, 12.7K engagements "How Much a $109000 Hip Replacement Ends Up Costing You on Medicare vs ACA š° A $116000 hip replacement surgery sounds outrageousbut how much do patients actually pay In this video we break down a real-life bill to show what someone with an ACA Marketplace plan paid. and how that compares to different Medicare options including: ā Medicare Advantage (Part C)ā Medigap Plan Gā High-Deductible Plan Gā Original Medicare (Parts A & B) We walk through deductible amounts coinsurance copays out-of-pocket maximums and surprise costs that catch people off guard. Whether you're close to retirement or" [YouTube Link](https://youtube.com/watch?v=IzfGcQ4RFeA) 2025-07-27T21:30Z 286K followers, 41.6K engagements "Emergency Surgery: Family Insurance vs Medicare Coverage When my daughter needed an emergency appendectomy we didnt have time to plan we just dealt with the hospital the surgery and then the bills. In this video I break down exactly how much the surgery cost how it was covered under a family health insurance plan and how the same emergency would be covered under Medicare with a Medigap Plan G versus a Medicare Advantage plan. This real-world comparison shows how deductibles out-of-pocket maximums copays and coverage rules play out when something unexpected happens. If youre trying to" [YouTube Link](https://youtube.com/watch?v=J6lWRSHzhRM) 2026-01-19T22:30Z 286K followers, 41.5K engagements "How To Protect ANY Form of Real Estate You May Own with a Trust There are many ways to title your real estate properties but who or what entity owns that property can have significant consequences when we start talking about probate taxes and freedom to sell properties upon death. For most their home is their single biggest financial asset. Jim Burch masterfully explains the different ways to structure real estate to ensure your assets are passed on effectively and at the lowest cost. If you would like help with your estate plan here is Jim's information: Jim@EasyLegalPlanning.com" [YouTube Link](https://youtube.com/watch?v=R25u7peylWU) 2024-11-21T22:45Z 285K followers, 41.1K engagements "2026 Medicare Plans Are Here Heres What Stands Out The [----] Medicare plans are finally live and in this video I share my initial thoughts and reactions to whats changing whats surprising and what retirees and future enrollees need to keep in mind. OTHER USEFUL VIDEOS: Advantage Exits: https://youtu.be/8Pq6H7UZBbU Supplement Increases: https://youtu.be/7rHuyAmCtHY Drug Plan Finder Tutorial: https://youtu.be/C3bfwCfWYVw Supplement Increases Worksheet: https://docs.google.com/spreadsheets/d/1vlhBCXNZkola_d5iFr66Y-6x0tm3K2Sk5IA3_79T-Bc/editusp=sharing š Whether youre already on Medicare or" [YouTube Link](https://youtube.com/watch?v=UIjMJOuUDtw) 2025-10-01T16:01Z 286K followers, 104.1K engagements "Exposing the TRUTH About Roth vs Traditional Accounts Financial Conversations If you want to know whether you should be using a Roth or Traditional Account watch this video Be sure to go to Zacc's free Financial Education Platform here: https://www.thefinancialcall.com/guided-path Need help Email me Erik@TheRetirementNerds.com Visit our website: https://www.TheRetirementNerds.com Join our newsletter: https://theretirementnerds.com/newsletter/ ============================= This video is NOT sponsored. The Retirement Nerds is the no-cost educational platform and serves to offer information" [YouTube Link](https://youtube.com/watch?v=VHHNYdpVwrU) 2023-08-27T17:43Z 285K followers, 1.7M engagements "Annuities as withdrawal protection #finance #financialadvisor #financialplanning #annuity" [YouTube Link](https://youtube.com/watch?v=dfhb-kR1q00) 2024-05-22T21:50Z 285K followers, [----] engagements "Protect Yourself From Running Out of Money in Retirement If you are worried about running out of money during retirement you are not alone. There are things outside your control that will impact your retirement funds. However the more important things to worry about fall under your control and with some discipline and knowledge you can protect yourself against the external risks. Zacc's free Financial Education Platform here: https://www.thefinancialcall.com/guided-path The Financial Call YouTube Channel: https://www.youtube.com/@UCEVja2rDWYIJURrWahruyIw Free Withdrawal Strategy PDF:" [YouTube Link](https://youtube.com/watch?v=flCDgSy25e0) 2023-12-15T21:49Z 285K followers, 534.8K engagements "How Much of Your Income Goes to Taxes As you prepare to file your taxes you will want to understand how your taxes are calculated to ensure you are making the most of your tax situation. There are different types of income tax rates and the progressive tax structure of the United States tax code. Zacc Call goes over how to simplify the taxation in America and where they may be some opportunities for you as you plan your tax filings. Get the full Money & Mind eBook for Free here: https://theretirementnerds.com/money-mind/ Get the Tax-Specific Money & Mind article here:" [YouTube Link](https://youtube.com/watch?v=kFgagJM6rLE) 2025-02-03T23:15Z 285K followers, 28.8K engagements "Think of Roth and Traditional as the "tax" garage. What you put in the garage is the investment" [YouTube Link](https://youtube.com/watch?v=mEPMvD184kM) 2026-02-01T19:44Z 286K followers, [----] engagements "Medicare Just Proposed a Change And Insurance Stocks Are Crashing The Trump administration just announced much lower-than-expected Medicare payment increases for Medicare Advantage plans and the market reaction was immediate. Major health insurance companies saw their stock prices drop sharply raising serious questions about the future of Medicare Advantage benefits plan availability and costs for seniors. In this video I explain what this Medicare payment announcement actually means why Wall Street reacted so strongly and how reduced payment growth could impact Medicare Advantage plans going" [YouTube Link](https://youtube.com/watch?v=t0LwRT2IvVM) 2026-01-27T23:44Z 286K followers, 50.6K engagements "The Battle of Cancer Coverage: Medicare Advantage vs. Medicare Supplement How does Medicare cover cancer Maybe the better question is - how do Medicare Supplement (Medigap) and Medicare Advantage plans cover cancer. We'll look at some actual costs for someone currently going through chemotherapy to show how Medicare works with Original Medicare only vs Original Medicare and a Supplement Plan G vs a Medicare Advantage plan. Did the results surprise you Need help Email me Erik@TheRetirementNerds.com Visit our website: https://www.TheRetirementNerds.com Federal Disclaimer: We do not offer every" [YouTube Link](https://youtube.com/watch?v=2YCI8m0Ol18) 2023-05-19T19:17Z 286K followers, 214.2K engagements "Which Financial Professional You Are Working With And How They Are Paid There are many financial professionals out there and it gets hard differentiating which one you need how they are paid and which have conflicting incentives with your hard earned money. Zacc Call President of Capita Financial Network goes through the different financial professionals what services they can offer how they are paid and how to know which you should be working with. Download the Financial Professional Reference Sheet here: https://theretirementnerds.com/financial-professionals-guide/ Hear more from Zacc on" [YouTube Link](https://youtube.com/watch?v=8uC1lgkZUWE) 2024-05-16T21:00Z 286K followers, 203.8K engagements "HSA Contribution Rules You Do NOT Want to Get Wrong You must stop HSA contributions at specific time-periods. But more importantly understanding HOW MUCH you are allowed to contribute to an HSA will help you avoid penalties fees and additional taxes. Check out our resources at https://TheRetirementNerds.com/ ============================= Send me a message Erik@TheRetirementNerds.com ============================= ============================= Be Sure to Subscribe to our Channel ============================= YouTube: @theretirementnerds" [YouTube Link](https://youtube.com/watch?v=A0zHnaA-lJk) 2025-01-07T23:15Z 285K followers, 21.5K engagements "CMS L564 Form Tutorial - The Form YOU MUST USE If Signing Up For Medicare AFTER [--] Part [--] of [--] If you are signing up for Medicare after age [--] you will need to have your employer (or your spouse's employer) fill out the CMS-L564 form. Watch this video for detailed instructions on how to do it Download the form here: https://www.cms.gov/medicare/cms-forms/cms-forms/cms-forms-items/cms009718 Scroll down to where it says "Downloads" The link with the "E" at the end is the English version. The link with the "S" at the end is the Spanish version. Need help Email me Erik@TheRetirementNerds.com" [YouTube Link](https://youtube.com/watch?v=DB8TQi5iIlk) 2023-09-01T16:11Z 286K followers, [----] engagements "How the New Tax Law Will Actually Affect Your Tax Bill ($6000 Senior Deductions Roth IRA) The Big Beautiful Bill is making waves and its bringing some important changes for retireesespecially when it comes to tax deductions. In this video Ill break down exactly how this new legislation affects retirement savings tax breaks and the financial future of retirees by drawing out the various deductions in context with your income. If youre wondering how the Big Beautiful Bill could impact your taxes pension plans or deductions this video is for you Ill cover: * Key tax deductions for retirees" [YouTube Link](https://youtube.com/watch?v=HNQbgUTqzRs) 2025-07-07T18:50Z 286K followers, 2.7M engagements "Tax Benefit #1 of giving to charity. #finance #tax #charity" [YouTube Link](https://youtube.com/watch?v=JcjOM_TUkp0) 2025-05-28T14:17Z 285K followers, [----] engagements "Sign Up For Medicare Part B CMS-40B Form Tutorial If you are signing up for Medicare after the age of [--] you will need to fill out the CMS-40B form. Watch this video to learn exactly what you need to to do Need help Email me Erik@TheRetirementNerds.com Visit our website: https://www.TheRetirementNerds.com Join our newsletter: https://theretirementnerds.com/newsletter/ ============================= This video is NOT sponsored. The Retirement Nerds is the no-cost educational platform and serves to offer information around Medicare Social Security Financial Planning and Estate Planning." [YouTube Link](https://youtube.com/watch?v=TlyP2NbdHA8) 2023-08-31T21:57Z 286K followers, [----] engagements "What You Need to Know About Social Security's Full Retirement Age When to File For Social Security To know when you should file for Social Security you need to understand your Full Retirement Age. Taking Social Security early means a reduced benefit. Waiting to take Social Security means growth on your payments. Let's talk about what could make sense for you. Need help Email me Erik@TheRetirementNerds.com Visit our website: https://www.TheRetirementNerds.com Chapters: 0:00 Introduction 0:38 Full Retirement Age Dates 1:27 Taking BEFORE Your FRA 1:56 Taking AFTER Your FRA 2:15 Real Example 2:37" [YouTube Link](https://youtube.com/watch?v=WxUAdtFooWI) 2023-05-14T13:59Z 286K followers, 52.4K engagements "Here is Who Will Get an Increase to their Social Security Benefits The Social Security Fairness Act HR [--] concerning the Windfall Elimination Provision and Government Pension Offset was signed into law on January [--] [----] by President Joe Biden. Tyler Williamson from Capita Financial Network explains what this means for those impacted. This impacts [---] million Americans who had their Social Security Benefits reduced by the Windfall Elimination Provision (WEP) or the Government Pension Offset (GPO). The impact of this Act will cause an average increase of about $360 per month for those impacted" [YouTube Link](https://youtube.com/watch?v=aKlweFMHFmc) 2025-01-10T00:49Z 285K followers, 264.1K engagements "1% fee for investment management only is too much. #financialadvisor #finance #financialplanning" [YouTube Link](https://youtube.com/watch?v=fl4RblIRba8) 2024-05-19T16:00Z 286K followers, 10.7K engagements "Watch Out Federal Employees Make Sure You Know Your Medicare Options Federal Employees who qualify for Federal Employee Health Benefits also known as FEHB have some interesting options when it comes to Medicare coverage. Do you take Medicare Part A only Or do you get Part A and Part B Should you drop FEHB for a Medicare Advantage plan Or possibly a Medicare Supplement plan We go through the different scenarios and explain which option makes the most sense for certain people. *OPM Website Links* Medicare vs FEHB Enrollment" [YouTube Link](https://youtube.com/watch?v=mK9Ik6Q269E) 2024-01-19T22:32Z 285K followers, 31.8K engagements "The Easiest Way to Find The Lowest-Cost Medicare Drug Coverage in [----] The Medicare Annual Enrollment Period is here From October 15th to December 7th you have a chance to review and change your Medicare Part D (prescription drug) plan and choosing the right plan could save you hundreds of dollars in [----]. In this video Erik Soderborg from The Retirement Nerds shows you exactly how to compare plans and find the lowest-cost Medicare Part D drug plan for [----] using the official Medicare.gov Plan Finder. Checklist for those whose Advantage plan is exiting:" [YouTube Link](https://youtube.com/watch?v=miv2NPGOTVI) 2025-10-15T16:59Z 286K followers, 57.3K engagements "How Much Cataract Surgery Cost You on Medicare: Advantage vs Supplement Plan Costs Compared If you're wondering how Medicare would cover cataract eye surgery and how much you would actually pay on Medicare Advantage versus Medicare Supplement plans this video has the real answers. We break down the true out-of-pocket costs for glaucoma surgery under: Medicare Supplement Plan G Medicare Supplement Plan N High Deductible Plan G Medicare Advantage plans Special thank you to our friend Bob for his help in making this video RELATED VIDEOS: https://youtu.be/0nwFTgl2GD0 https://youtu.be/Yf_LRloXmSo" [YouTube Link](https://youtube.com/watch?v=oMoG9ilLp2k) 2025-12-05T00:50Z 286K followers, 37.6K engagements "Common Mistakes that Ruin an Estate Plan and Trust Do not make these [--] common mistakes related to setting up your Living Trust. Making these mistakes can lead to a world of hurt for you and your family. Jim Burch outlines these mistakes and how to avoid or correct them if you've put together a Living Trust. Connect with Jim and his team to get your Estate Plan put together here: https://easylegalplanning.com/ Check out our resources at https://TheRetirementNerds.com/ ============================= Send me a message Erik@TheRetirementNerds.com =============================" [YouTube Link](https://youtube.com/watch?v=jaKuNJsLSX4) 2024-12-30T23:15Z 286K followers, 83.6K engagements "Here's How Much Will Your Social Security Be Taxed. Again. A lot of rumors swirling around Social Security. More specifically how Social Security is taxed. You were already taxed with FICA taxes to earn Social Security and now it can be taxed. again The answer is yes up to 85% of your Social Security income may be taxable. We'll walk you through how it all works. How much of your Social Security that will be taxable depends on how much other income you make. This video will show you how to determine how much of your Social Security income will be taxable and exactly what that means. You can" [YouTube Link](https://youtube.com/watch?v=-ifv6Y6migk) 2024-02-08T22:00Z 286K followers, 603.6K engagements "Do You REALLY Need Medicare Advantage Or Supplement Plan Is Original Medicare enough coverage for your needs Would getting an Advantage plan or a Medigap plan just be a waste of money In this video I break down the costs of [--] procedures to show how much you would save or lose on Original Medicare only versus Medicare Supplement Plan G Plan N High Deductible G and an Advantage plan. Here are the individual cost-comparison videos for more details on each procedure: [--]. https://youtu.be/p2qDOQmYJqw [--]. https://youtu.be/9Lx3BntZWkU [--]. https://youtu.be/Ykvrrd8VxIY [--]. https://youtu.be/77YF-TL0n-8" [YouTube Link](https://youtube.com/watch?v=0nwFTgl2GD0) 2025-04-03T23:45Z 286K followers, 325.3K engagements "Medicare Advantage Plans Leaving in [----] 1000000+ Seniors Impacted Over [-------] people will be losing their Medicare Advantage plan beginning January 1st [----]. United healthcare announced plan exits that will impact 600000+ members. Other large and small carriers will follow suit. Luckily you have options. THE CHECKLIST Click here to get the Guarantee Issue Checklist if you are hoping to do this in a state where it's difficult to get an agent to help: https://theretirementnerds.com/wp-content/uploads/2025/11/2026-Guarantee-Issue-Checklist_1.pdf States that have some form of payment for agents" [YouTube Link](https://youtube.com/watch?v=8Pq6H7UZBbU) 2025-08-29T23:45Z 286K followers, 1.9M engagements "Step-by-Step Guide To Setting Up Your My Social Security Account Correctly Here is how you can quickly and effectively access your Social Security information online by setting up a My Social Security Account. Setting up a My Social Security account on SSA.gov allows you to estimate your future benefits updating personal information and replace a lost Social Security card.Youll also need a My Social Security Account to sign up for Medicare online. The process can be a bit tricky but this tutorial should help make it easy and keep you from making common mistakes. If you need help with Medicare" [YouTube Link](https://youtube.com/watch?v=B5n4OwOoGTY) 2025-03-07T03:12Z 286K followers, 143.1K engagements "Medicare Explained for [----] All Parts Costs and Rules Medicare can be confusing with all the different parts letters premiums deductibles and rules its no wonder people feel overwhelmed. This video breaks down exactly how Medicare works in [----]. We cover: Medicare Parts A B C and D What each part covers (and doesnt) Medicare Supplement (Medigap) vs. Medicare Advantage [----] updates on costs plan changes and enrollment rules How to avoid common Medicare mistakes š Whether youre new to Medicare helping a parent or just want to understand how it all works this video will give you a clear" [YouTube Link](https://youtube.com/watch?v=KCZRVvWY4r4) 2025-11-27T00:45Z 286K followers, 19.7K engagements "How to Make Big Purchases Without Triggering a TAX BOMB Retirees need to keep both Tax Consequences AND Investment Preparation Strategies in mind when planning for a big purchase. There are tax-efficient and investment-efficient ways to make these purchases along with other implications like your future Medicare premiums to keep in mind. TIME CODES 0:00 Question from Joe 0:25 What is a "Big" Purchase 1:55 Tax vs Investments 3:48 Tax Strategy #1 9:31 Tax Strategy #2 11:04 IRA vs 401k Differences 17:14 Tax Strategy #3 23:11 Tax Strategy #4 29:45 Tax Strategy #5 43:00 Tax Strategy #6 49:01" [YouTube Link](https://youtube.com/watch?v=OwCv3OTXLe8) 2025-12-27T02:37Z 286K followers, 37.2K engagements "Where Most People Get the Roth vs Traditional Math Wrong Should you choose a Roth or Traditional account Zacc Call discusses the math that most people get wrong when analyzing whether or not a Roth (or Roth Conversion) or a Traditional account puts them in the best tax position in retirement. If youve ever wondered which account type will leave you with more money in retirement this interview breaks it down with clarity examples and powerful insights. RELATED VIDEOS: https://youtu.be/VHHNYdpVwrU ZACC'S CHANNEL: https://www.youtube.com/@ZaccMoneyEducation ā Topics covered: The math mistake" [YouTube Link](https://youtube.com/watch?v=RODrPaJ-xNU) 2025-09-16T23:44Z 286K followers, 248.5K engagements "CPA Explains How to Gift Money to Your Kids the Right Way If you want to help your children financially without triggering unnecessary taxes or IRS headaches Daniel the CPA explains how to do this in the smartest most tax-efficient ways. We cover the annual gift tax rules common mistakes retirees make misunderstanding step up in basis how gifts can impact your overall tax picture and the strategies CPAs use to transfer wealth while minimizing taxes. If youre thinking about helping your kids with a home education or everyday expenses this interview will help you avoid costly errors. Daniel" [YouTube Link](https://youtube.com/watch?v=aI3TBDkBMbU) 2026-01-22T01:51Z 286K followers, 21.9K engagements "Medicare Advantage vs Supplement Plans (2026 Update) Full Comparison The biggest question in Medicare is whether to take a Medicare Advantage or Medicare Supplement plan Seniors across America are faced with this choice and making the wrong pick could result in significant consequences. This video dives into an honest look at the real pros and cons of Medicare Advantage plans versus Medicare Supplement plans with real data and [----] cost updates with the hope that you will better understand how each works so you can make the best decision for you. RELATED VIDEOS: Switching Supplement Plan" [YouTube Link](https://youtube.com/watch?v=cxhlXrMrc5s) 2025-11-23T23:20Z 286K followers, 30.6K engagements "The Differences are Bigger Than You Think Medicare Advantage vs Supplement Looking for an unbiased comprehensive review of Medicare Advantage and Supplement plans Look no further In this video we'll discuss the pros and cons of each type of plan and help you make an informed decision about which is best for you. Medicare Advantage and Supplement plans are a big part of the healthcare system in the United States and it can be difficult to understand the different options available to you. In this video we'll provide you with all the information you need to make an informed decision about" [YouTube Link](https://youtube.com/watch?v=eOP76hMPiDs) 2023-10-29T11:30Z 286K followers, 926.2K engagements "Make Sure You Understand the Weaknesses of an HSA Health Savings Accounts (HSA) are incredible financial tools but they do have some challenges that keep them from being the perfect account. You'll learn about the important weaknesses of the HSA account. If you are close to Medicare and have an HSA you need to watch this video: https://youtu.be/xKuXEojvdmA Check out our resources at https://TheRetirementNerds.com/ ============================= Send me a message Erik@TheRetirementNerds.com ============================= ============================= Be Sure to Subscribe to our Channel" [YouTube Link](https://youtube.com/watch?v=j-Ks0p95oVY) 2024-04-11T22:32Z 286K followers, 84.6K engagements "Start Here If You Need Medicare: How Every Part Works (Parts A B C D Medigap & Advantage) If you have been trying to understand how Medicare works and which plans you should get. this video is for you. Think of this as a Medicare [---] where we go over the different parts of Medicare - Part A (Hospital) Part B (Medical) Part C (Advantage) and Part D (Drugs). We also cover the differences between Medicare Advantage and Medicare Supplement plans in a simple way that is easy to understand and without underlying bias. Here are some other videos we mention in this one that go into deeper" [YouTube Link](https://youtube.com/watch?v=ooZKCnbXw-M) 2025-03-27T22:30Z 286K followers, 126K engagements "Before You Go Roth [--] Costly Mistakes Many People Dont Understand Thinking of contributing to a Roth IRA or doing a Roth conversion Before you do make sure youre not falling into one of the [--] most common mistakes people make. In this episode of The Retirement Nerds Erik Soderborg sits down with Zacc Call to break down critical errors that could cost you more in taxes hurt your retirement income strategy or derail your financial plan altogether. š In this video: When Roth conversions hurt more than they help The tax trap of bracket creep Why Roth isnt always right for high earners Mistakes" [YouTube Link](https://youtube.com/watch?v=tlYcUx2a2G4) 2025-10-23T23:45Z 286K followers, 101.2K engagements "4 HSA Hacks That Will Supercharge Your Wealth A Health Savings Account is an incredibly powerful way to supercharge your retirement wealth. The triple tax advantage of HSAs is hard to ignore and in this video we'll show you [--] easy ways to put your HSA on steroids. We go over the important tax benefits and investment options. Don't miss out on this smart saving strategy Here is a list from Health Equity of Qualified Medical Expenses (QME): https://www.healthequity.com/hsa-qme Need help Email me Erik@TheRetirementNerds.com Visit our website: https://www.TheRetirementNerds.com Join our" [YouTube Link](https://youtube.com/watch?v=uQhDgDuewKc) 2024-01-28T14:55Z 286K followers, 1.3M engagements "The Right Way to Fund Your Trust - The [--] Key Assets To Get Into Your Trust In this interview Jim Burch with EasyLegalPlanning.com outlines one of the most critical (and overlooked) parts of estate planning funding your trust. Your Trust is worthless if you have not properly funded the trust. Jim walks through the [--] key types of assets that should go into your trust and explains exactly how to fund each one including: [--]. Real Estate [--]. Bank Accounts [--]. Brokerage Accounts [--]. Life Insurance [--]. Retirement Accounts [--]. Personal Property [--]. Business Assets š If youve created a living trust (or are" [YouTube Link](https://youtube.com/watch?v=vLC0I19mWNU) 2025-09-09T21:51Z 286K followers, 34.8K engagements "The Hospital Bill That Explains Everything Wrong With US Healthcare The largest medical bill ever recorded was over $21 million but the real shock isnt the number its who actually paid it. In this video I break down the worlds most expensive healthcare bills including a $21 million hospital stay $10+ million transplant cases and why these numbers exist in the first place. Well uncover how hospital chargemasters work why sticker price healthcare bills are misleading and how costs are spread across patients insurance companies employers taxpayers and hospitals themselves. Using real cases" [YouTube Link](https://youtube.com/watch?v=xXB-bGu4Hvs) 2026-02-12T01:01Z 286K followers, [----] engagements "Medicare Cost Comparison Advantage vs Supplement Which will cost you more in [----] A Medicare Supplement Plan or a Medicare Advantage Plan We look at what your fixed and variable costs will be with an average Medicare Supplement Plan G Plan N and High Deductible Plan G vs a zero dollar Medicare Advantage plan. The numbers we use are average costs nationwide. We do not address all of the positives and negatives of each plan (Supplement and Advantage). There are things outside of strictly dollars to consider with these plans. Always work with an agent on this decision. Link to IRMAA Chart:" [YouTube Link](https://youtube.com/watch?v=yeRVqGraCt4) 2025-12-15T01:31Z 286K followers, 15.8K engagements "Are You Prepared For Long Term Care Long Term Care [---] Here is the link to mess with the long term care insurance cost vs. benefit calculator. For those of you who want to explore your options just complete the short form on that page and we will connect you with a specialist: https://partner.buddyins.com/retirementnerds Marc Glickman is the CEO of Buddy Ins and helps people all over the country plan for the four major long term care questions: [--]. Where will I receive care [--]. Who will provide the care [--]. How much will it cost [--]. How will I pay for it Other Resources: Free Retirement Nerds" [YouTube Link](https://youtube.com/watch?v=ytsdfesv_uk) 2025-05-13T22:01Z 286K followers, 21.5K engagements "How Living in Pennsylvania Affects Your Medicare Choices A MOM State Pennsylvania is a unique state when it comes to Medicare because you are what is referred to as a MOM state. This stands for Medicare Overage (or Overcharge) Measures. This protects those on Medicare supplement plans from experiencing excess charges from providers in Pennsylvania. In this video I go over even more Medicare rules and costs that you should be aware of in Pennsylvania. Here is the list of Special Enrollment Period options:" [YouTube Link](https://youtube.com/watch?v=-AUhbzpGoM0) 2024-09-05T22:00Z 139K followers, [----] engagements "How Living in New Jersey Affects Your Medicare Choices If you are considering Medicare in New Jersey there are some thing you'll want to know. Like. how much are Medicare Supplement aka Medigap plans Are Medicare Advantage plans any good Are there any protections for those who get Medicare pre-65 In this video I go over even more Medicare rules and costs that you should be aware of in New Jersey. Here is the list of Special Enrollment Period options: https://www.medicare.gov/basics/get-started-with-medicare/get-more-coverage/joining-a-plan/special-enrollment-periods Check out our resources at" [YouTube Link](https://youtube.com/watch?v=-Ehv2nemvtQ) 2024-09-10T01:22Z 139K followers, [----] engagements "Filing Taxes in [----] Here's How Your Social Security Will Be Taxed A lot of rumors swirling around Social Security. More specifically how Social Security is taxed. You were already taxed with FICA taxes to earn Social Security and now it can be taxed again The answer is yes up to 85% of your Social Security income may be taxable. We'll walk you through how it all works. Watch the updated video here: https://youtu.be/-ifv6Y6migk Download the Worksheet Used in the Video: https://theretirementnerds.com/social-security-worksheet/ If you would like the financial advisors here to go through your" [YouTube Link](https://youtube.com/watch?v=-NlSlZeoRn4) 2023-02-10T16:58Z 173K followers, 285.9K engagements "What Do You Need To Look Out For In The Mail #shorts #90daysfromretirement" [YouTube Link](https://youtube.com/watch?v=0D411AUVTFI) 2022-12-22T21:31Z 255K followers, [----] engagements "Average Medicare costs in North Carolina. #shorts #medicare" [YouTube Link](https://youtube.com/watch?v=0OuZre5h4Fo) 2024-11-13T18:00Z 144K followers, [---] engagements "Medical Power of Attorney explained. #legal #fyp #willsandtrusts #estateplanning" [YouTube Link](https://youtube.com/watch?v=1SB75Ffb4Nc) 2025-05-26T16:13Z 184K followers, [----] engagements "Who sells the house with a trust #legal #fyp #estateplanning #willsandtrusts #realestate" [YouTube Link](https://youtube.com/watch?v=1anGqfrUvVE) 2025-06-02T01:52Z 185K followers, 11.6K engagements "Do Not Fall For the Medicare Tricks that are Actually Insurance Fraud Lying on an insurance application is insurance fraud. If you are being instructed to lie to an insurance company or to Medicare stop what you are doing. Do Not Commit Insurance Fraud. Do not work with individuals who are trying to convince you to commit fraud. It will not work out the way you hope. Check out our resources at https://TheRetirementNerds.com/ ============================= Send me a message Erik@TheRetirementNerds.com ============================= ============================= Be Sure to Subscribe to our" [YouTube Link](https://youtube.com/watch?v=2ExXFQdBgxY) 2024-12-05T20:18Z 154K followers, [----] engagements "Here's How Much We Paid With Medicare Medicare Supplement vs Advantage A family member of mine saw over $5300 in prescription drug costs as a result of a heart attack. In this video I show how much she would have had to pay if she were on Original Medicare and a Medicare Supplement plan with a standalone Part D drug plan versus a Medicare Advantage plan that has a Part D drug plan included. Medicare.gov [----] Drug Plan Tool Tutorial: https://youtu.be/fWfgScM2HQ4 Need help Email me Erik@TheRetirementNerds.com Visit our website: https://www.TheRetirementNerds.com Join our newsletter:" [YouTube Link](https://youtube.com/watch?v=2cGQTzSMrf4) 2024-09-22T14:01Z 139K followers, [----] engagements "The 6% Rule Isn't What You Think All signs point to Medicare Part D premiums increasing significantly in [----]. There is a rule limiting the base Part D premium from increasing by more than 6% but that doesn't mean what you think it means. We explain exactly what is going on with Medicare Part D rules. Check out our resources at https://TheRetirementNerds.com/ ============================= Send me a message Erik@TheRetirementNerds.com ============================= ============================= Be Sure to Subscribe to our Channel ============================= YouTube: @theretirementnerds" [YouTube Link](https://youtube.com/watch?v=2d3U-WLIwy8) 2024-06-04T21:00Z 250K followers, 17.9K engagements "Dramatic Change in Taxes #investing #retirement #finance #shortsfeed #90daysfromretirement" [YouTube Link](https://youtube.com/watch?v=3LX8nG7imH0) 2023-12-22T21:05Z 42.8K followers, [----] engagements "Estate planning when you have at-risk heirs. #shorts #legal #willsandtrusts" [YouTube Link](https://youtube.com/watch?v=3VgRpQiR5bY) 2025-05-23T14:25Z 184K followers, [----] engagements "Power of Attorney is no longer in effect upon death. #legal #fyp #estateplanning #powerofattorney" [YouTube Link](https://youtube.com/watch?v=3jc5cBa3C3o) 2025-06-16T18:03Z 248K followers, [----] engagements "Medicare Advantage Plan DRUG COVERAGE Myths Busted Medicare is complicated enough. Start throwing in YouTube comments and Reddit posts that are not true at all make the whole scene even more complicated. This is the first edition of our Mythbuster series where we tackle the questions and comments that come through around Medicare. Let me know if we should continue this idea. Check out our resources at https://TheRetirementNerds.com/ ============================= Send me a message Erik@TheRetirementNerds.com ============================= ============================= Be Sure to Subscribe to" [YouTube Link](https://youtube.com/watch?v=3xVrwErb8iE) 2024-10-24T21:45Z 257K followers, [----] engagements "Watch Out For THIS When Making Medicare Decisions #retirement #medicare #shortsfeed Watch The Full "Dark Side Of Medicare" Video Here: https://youtu.be/3pF6F811iTc" [YouTube Link](https://youtube.com/watch?v=6GtkuJQVfD8) 2023-10-05T17:22Z 187K followers, [----] engagements "Are You and YOUR SPOUSE on the Same Page with Money #financetips #couplegoals #financialeducation" [YouTube Link](https://youtube.com/watch?v=6L5c-VwRBvU) 2024-10-23T00:05Z 257K followers, [----] engagements "How Living in Alabama Affects Your Medicare Choices Rules and Costs Alabama's Medicare plan costs are lower than the national averages. The rules here follow the national rules and guidelines making Alabama a pretty straightforward state when it comes to Medicare. In this video I go over how Medicare works in Alabama with some details that may prove useful for you. ============================= Need Medicare help Send me a message Erik@TheRetirementNerds.com ============================= Check out our resources at https://TheRetirementNerds.com/ ============================= Be Sure to" [YouTube Link](https://youtube.com/watch?v=6TCJGzxis-M) 2024-08-21T21:00Z 223K followers, [----] engagements "Maximizing Retirement Income #retirement #retirementplanning #money #finance #education #shortsvideo Watch The Full Conversation On Our Channel Check out our NO COST resources for Medicare at https://90daysfromretirement.com/ [--] Days From Retirement is the no-cost educational platform and serves to offer information around Medicare Social Security Long Term Care and Estate Planning. ============================= Send me a message Erik@90daysfromretirement.com ============================= ============================= Be Sure to Subscribe to our Channel ============================= YouTube:" [YouTube Link](https://youtube.com/watch?v=6jVB37SnYr8) 2024-03-02T17:30Z [--] followers, [----] engagements "3rd Lowest Penetration Rate in the Country How Living in Maryland Affects Your Medicare Choices Medicare plans and options in Maryland bring some interesting changes to most other states. Maryland is a newer Guarantee Issue state. This means you have a window around your birthday where you can switch Medicare Supplement plans with no medical underwriting. Medigap plan costs in Maryland are higher than the national average and so are your Medicare Advantage plan average Maximum out of Pocket numbers. In this video I'll go over what you need to know if you are considering Medicare in Maryland." [YouTube Link](https://youtube.com/watch?v=7gXPu9AdUOU) 2024-09-03T21:24Z 180K followers, [----] engagements "The REALITIES of Timing the Stock Market Financial Conversations If you want to know the realities of timing the Stock Market watch this video Visit Dallin's website for more useful videos here: https://www.epwealth.com/dallin-cutler-financial-insight Book of historical returns data Dallin referenced: https://static1.squarespace.com/static/5a29de13e5dd5b5fb7021e6c/t/645e5f124644cd2b57964f39/1683906326686/matrix-book-2023_usd-us.pdf Check out our NO COST resources for Social Security and Medicare at https://90daysfromretirement.com/ Join our community TODAY through our newsletter at:" [YouTube Link](https://youtube.com/watch?v=7yRtWu7c3Yk) 2023-09-21T23:34Z 42K followers, [--] engagements "Here is How Much Your Social Security Check is Going UP in [----] Every year the Social Security Administration adds a Cost of Living Adjustment (COLA) to your Social Security benefits. It's supposed to closely follow inflation to allow beneficiaries to have income that keeps up with rising costs. In this video I'll go over the announcement and the context around what this increase means for you. Here is the release from SSA: https://www.ssa.gov/cola/ Check out our resources at https://TheRetirementNerds.com/ ============================= Send me a message Erik@TheRetirementNerds.com" [YouTube Link](https://youtube.com/watch?v=8IrS99X_YwQ) 2024-10-11T16:57Z 186K followers, 281.2K engagements "When Should You Update Your Will or Trust Estate Planning w/ Jim Burch In this interview Erik Soderborg sits down with estate planning expert Jim Burch to answer one of the most common (and important) legal questions: When should you update your will or trust Whether you already have an estate plan in place or you're wondering if it's time to revisit it Jim outlines the key life events financial changes and family situations that should trigger a review or amendment of your trust or will. Here is the Estate Planning [---] Video for more background: https://youtu.be/nkFQmsdCW-I" [YouTube Link](https://youtube.com/watch?v=8_zugHqLCrw) 2025-10-09T23:45Z 286K followers, [----] engagements "HSA money is the best money you can get from a long-term tax-advantaged perspective. #finance" [YouTube Link](https://youtube.com/watch?v=8dq1W14UkvY) 2024-10-24T01:23Z 227K followers, [----] engagements "Earnings limits apply to IRA not 401(k) #shorts #90daysfromretirement #retirement #ira #investing" [YouTube Link](https://youtube.com/watch?v=8qdgXFsUYDc) 2024-01-03T17:15Z 186K followers, [----] engagements "Average Medicare costs in South Dakota. #shorts #medicare" [YouTube Link](https://youtube.com/watch?v=9koB6J6Ws3Q) 2024-11-15T18:20Z 146K followers, [---] engagements "Is Florida Medicare Actually Affordable #shorts Here are the average costs for Medicare in Florida for Medicare Supplement Plan G Plan N and Advantage plans. Check out our resources at https://TheRetirementNerds.com/ ============================= Send me a message Erik@TheRetirementNerds.com ============================= ============================= Be Sure to Subscribe to our Channel ============================= YouTube: @theretirementnerds ============================================================ Join our newsletter for monthly tips book recommendations and personal stories" [YouTube Link](https://youtube.com/watch?v=9nRDyKb1mW4) 2024-11-02T00:30Z 141K followers, [---] engagements "What will your tax situation look like in retirement #retirement #tax #finance" [YouTube Link](https://youtube.com/watch?v=9z74Z7YRd-U) 2024-10-24T15:24Z 176K followers, [----] engagements "Big Beautiful Bills Lawsuits and Audits - How This News Affects You What is the state of Medicare given the news stories talking about cuts lawsuits government audits and rising rates We go over what is happening and whether or not it impacts you. Sources: Newest Bill Proposal: https://www.congress.gov/bill/119th-congress/house-bill/1/text Medicare CBO Estimates https://www.cbo.gov/system/files/2025-05/61423-PAYGO.pdf Health Provisions in the [----] Budget Reconciliation Bill: https://www.kff.org/tracking-the-health-savings-accounts-provisions-in-the-2025-budget-bill/ Medicare Advantage Audits" [YouTube Link](https://youtube.com/watch?v=AZ4jNFZGUME) 2025-05-25T17:49Z 184K followers, 13.6K engagements "GENERATIONAL Wealth Does Not Come From IRAs and 401(k)s Zacc Call talks about how VERY financially well-off people turn that into generational wealth by building non-retirement opportunities into huge money-generating opportunities. Get The [--] Prosperity Projects book here: https://amzn.to/4dvxWgA Watch the full episode here: https://youtu.be/voWbWZ9tu04 Watch Project 7: Swing for the Fences https://youtu.be/ErVQPVM_oOk Check out our resources and reach out for help at https://TheRetirementNerds.com/ ============================= Send me a message Erik@TheRetirementNerds.com" [YouTube Link](https://youtube.com/watch?v=AyVrQmCOhxw) 2024-10-29T00:00Z 224K followers, [----] engagements "Maximizing Tax Savings #retirement #retirementplanning #podcast#finance #finances #financialplanning Watch Full Conversation On Our Channel Check out our NO COST resources for Medicare at https://90daysfromretirement.com/ [--] Days From Retirement is the no-cost educational platform and serves to offer information around Medicare Social Security Long Term Care and Estate Planning. ============================= Send me a message Erik@90daysfromretirement.com ============================= ============================= Be Sure to Subscribe to our Channel ============================= YouTube:" [YouTube Link](https://youtube.com/watch?v=B8GRADXAg4s) 2024-03-21T17:30Z 141K followers, [----] engagements "Your Emergency Fund is More Important than Most Realize #retirementnerds #financialeducation" [YouTube Link](https://youtube.com/watch?v=BMCHVR24zI0) 2024-10-22T19:13Z 257K followers, [----] engagements "Using property in a trust is easy. #legal #estateplanning #willsandtrusts" [YouTube Link](https://youtube.com/watch?v=Blwf9WgyZRA) 2024-12-15T22:33Z 158K followers, [----] engagements "How to Pick the Lowest-Cost Medicare Part D Drug Plan for Your Prescriptions Medicare Part D Prescription Drug Plans are now live for [----] and in this video I'll show you exactly how to find out which plan will save you the most money this next year. Medicare.gov has a great drug plan search tool and we go through how to use it in a step-by-step tutorial. Here is the Medicare.gov website: https://www.medicare.gov/ Check out our resources at https://TheRetirementNerds.com/ ============================= Send me a message Erik@TheRetirementNerds.com =============================" [YouTube Link](https://youtube.com/watch?v=C3bfwCfWYVw) 2024-10-15T22:33Z 267K followers, 126.3K engagements "What Are The Different Stock Markets #shorts #investing #stocks #stockmarket #stockmarketnews Watch the full conversation here: https://youtu.be/7yRtWu7c3Yk" [YouTube Link](https://youtube.com/watch?v=C68HQWSuIeA) 2023-09-25T14:57Z 141K followers, [----] engagements "Solving for the big What Ifs. What if you are disabled and don't pass away #finance" [YouTube Link](https://youtube.com/watch?v=CQGLge7Q1Yc) 2024-10-26T16:17Z 257K followers, [----] engagements "Is Maryland Medicare Actually Affordable #shorts Here are the average costs for Medicare in Maryland for Medicare Supplement Plan G Plan N and Advantage plans. Check out our resources at https://TheRetirementNerds.com/ ============================= Send me a message Erik@TheRetirementNerds.com ============================= ============================= Be Sure to Subscribe to our Channel ============================= YouTube: @theretirementnerds ============================================================ Join our newsletter for monthly tips book recommendations and personal stories" [YouTube Link](https://youtube.com/watch?v=CdIPBBNeb8o) 2024-11-07T03:30Z 142K followers, [--] engagements "Is Your Home Insurance Actually Protecting You Buying a home Already own one This Homeowners Insurance [---] video breaks down everything you need to know about protecting your biggest investment. Here is where you can get a quote of your own with my partners at InsureOne: https://trn.insureonepremier.com/ Dedicated #: 1-877-755-6258 In this video I go over what homeowners insurance actually covers what it doesnt how to avoid common mistakes and how to get the right coverage without overpaying. Whether you're a first-time buyer or just reviewing your current policy this is your complete guide" [YouTube Link](https://youtube.com/watch?v=Cno4gxEad54) 2025-08-25T23:30Z 286K followers, 14.7K engagements "Step [--] of your Trust: Naming beneficiaries. #legal #estateplanning #willsandtrusts #fyp" [YouTube Link](https://youtube.com/watch?v=Cuv4JjOx0ZI) 2025-05-25T15:52Z 184K followers, [----] engagements "7 Social Security Myths People STILL Believe Social Security myths are constantly spread through news outlets and sites that demand attention. Here are [--] common myths about Social Security that are. in most cases. fortunately not true. Benefits Received vs Paid In Data: https://www.urban.org/sites/default/files/2023-12/social_security_medicare_tpc.pdf "Raiding" Social Security Fact Check: https://www.ssa.gov/history/InternetMyths2.html Check out our resources at https://TheRetirementNerds.com/ ============================= Send me a message Erik@TheRetirementNerds.com" [YouTube Link](https://youtube.com/watch?v=Cx3i1-cNyOY) 2025-06-12T00:15Z 258K followers, [----] engagements "How ORIGINAL MEDICARE leaves you exposed Cost of Original Medicare vs Plan G vs Advantage Some feel they should stick with Original Medicare only and forego the Supplement vs Advantage decision. In this video we breakdown some cost examples of what they would look like with Original Medicare only vs a Supplement Plan G vs Advantage. Need help Email me Erik@TheRetirementNerds.com For even more on retirement visit our website: https://www.TheRetirementNerds.com Federal Disclaimer: We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer" [YouTube Link](https://youtube.com/watch?v=D0IIgfAA0fU) 2022-12-09T18:54Z 186K followers, 21.3K engagements "You NEED To Know THIS Before Taking Social Security #retirement #investing #socialsecurity Watch Full Video Here: https://youtu.be/KXFqGra9qHI" [YouTube Link](https://youtube.com/watch?v=D23RvfhfaCI) 2023-10-03T20:35Z 140K followers, [----] engagements "Smart Strategies for Couples: Boost Your Social Security Benefits Living Spousal Strategies Social Security has important Spousal Benefits that will impact how much you and your spouse will be able to claim. If you are currently married you and your spouse have decisions that can make a big difference in how much monthly income you receive from Social Security. Need help Email me Erik@TheRetirementNerds.com Visit our website: https://www.TheRetirementNerds.com Chapters: 0:00 Introduction 0:25 Example 1: Take Spousal Benefit 1:08 Example 2: Take Personal Benefit 1:26 Example 2b: Restricted" [YouTube Link](https://youtube.com/watch?v=DH-DQ1VRtWA) 2023-05-23T19:37Z 182K followers, 23.5K engagements "What Are Their Plans for MEDICARE and SOCIAL SECURITY We are not tied to nor are we endorsing either candidate. Our responsibility is to show you creditable sources around each candidate's stated intentions with Medicare and Social Security. We hope this is useful. Please get out and vote. Harris/Walz Policy Document: https://kamalaharris.com/a-new-way-forward/ Trump/Vance Policy Document: https://www.donaldjtrump.com/platform ============================= Need Help with Medicare or Social Security We offer no-cost help for both. Connect with us at https://TheRetirementNerds.com/" [YouTube Link](https://youtube.com/watch?v=DrwaEQli1uM) 2024-11-01T22:37Z 140K followers, [----] engagements "How Living in Oklahoma Affects Your Medicare Choices Newer Guarantee Issue State Oklahoma's Medicare situation is quite unique. You have special rules allowing people to switch supplement plans much more easily. In this video I go over how Medicare works in Washington with some details that may prove useful for you. If you plan on Traveling. let ET Family Travel get everything done for you: https://www.etfamilytravel.com/ ============================= Need Medicare help Send me a message Erik@TheRetirementNerds.com ============================= Check out our resources at" [YouTube Link](https://youtube.com/watch?v=EEtUn9z3awU) 2024-08-11T14:00Z 139K followers, [----] engagements "This is When Losing Money on Risks Doesnt Matter Zacc Call talks about when someone reaches a level of wealth to where they have earned the freedom to take more aggressive risks with their money. Even if their adventures result in the investments going to zero they are taking risks that could result in massive amounts of wealth. You do not sacrifice your foundation at this step but with left over funds you can mess around a bit. Get The [--] Prosperity Projects book here: https://amzn.to/4dvxWgA Watch the full episode here: https://youtu.be/voWbWZ9tu04 Check out our resources and reach out for" [YouTube Link](https://youtube.com/watch?v=ErVQPVM_oOk) 2024-10-31T18:26Z 257K followers, [----] engagements "Standard deduction vs Itemized explained.#tax #taxplanning #fyp #charity #finance" [YouTube Link](https://youtube.com/watch?v=F0UP2xh3g98) 2025-05-28T01:32Z 239K followers, [----] engagements "The Extreme Approach to Roth Conversions #advice #finance #financetips #retirement #podcast #shorts Watch The Full Conversation On Our Channel *Here is where to get the Spreadsheet referenced in the video:* https://theretirementnerds.com/social-security-worksheet/ Need help with your Social Security Strategy Email me Erik@TheRetirementNerds.com Visit our website: https://www.TheRetirementNerds.com Join our newsletter: https://theretirementnerds.com/newsletter/ ============================= #medicare #90daysfromretirement #socialsecurity #socialsecuritytax Federal Disclaimer: We do not offer" [YouTube Link](https://youtube.com/watch?v=FERsG7ULDhU) 2024-02-22T18:00Z 186K followers, [----] engagements "Negotiations Tips to Raising Your Salary #finance #financialeducation" [YouTube Link](https://youtube.com/watch?v=G-KNhgeATmc) 2024-10-28T16:00Z 257K followers, [---] engagements "5th Lowest Penetration Rate in the Country How Living in Delaware Affects Your Medicare Choices Delaware you are a unique little state with mostly normal rules around Medicare plan options. You have a higher than normal Medicare Supplement plan penetration rate and a lower than normal Advantage plan penetration rate. In this video I go over what you need to know if you are considering Medicare in Delaware. Here is the list of Special Enrollment Period options: https://www.medicare.gov/basics/get-started-with-medicare/get-more-coverage/joining-a-plan/special-enrollment-periods Check out our" [YouTube Link](https://youtube.com/watch?v=GcgANfWOA_E) 2024-09-05T01:24Z 183K followers, [----] engagements "10 Retirement Myths From Canada You May Not Want to Believe Steve Willems sat down to go through the [--] Retirement Myths he hears most when helping Canadians plan for their retirement. We compare and contrast retirement choices in Canada with those in the United States and go through general concepts of what most retirees actually experience. Connect with Steve here: https://willemswealthplanning.ca/ Steve's YouTube Channel: https://www.youtube.com/@willemswealth Some related videos from Steve: https://youtu.be/IM8F8GGsUF0si=IPv0lWysAy78l5Va https://www.youtube.com/watchv=6O2gvSF1o2M" [YouTube Link](https://youtube.com/watch?v=HPBO9CN1eJQ) 2025-04-22T00:04Z 183K followers, 22.9K engagements "Tax Optimism #taxes #retirement #finance #shortsfeed #90daysfromretirement" [YouTube Link](https://youtube.com/watch?v=HbjUZeygJDQ) 2023-12-23T21:31Z 140K followers, [----] engagements "The [--] BEST States for Medicare Advantage Plans Medicare Advantage plans are highly controversial. One of the many reasons is the fact that they are SO different depending on where you live. In this video I go over which areas of the country have some of the BEST Medicare Advantage plans available. Here are the State-Specific videos for each state mentioned (in Alphabetical order š) https://youtu.be/yTvqCp9a6UY https://youtu.be/zCcgp0BUY3o https://youtu.be/j18HvPyreUg https://youtu.be/V653cKRR9Ck https://youtu.be/TY7XzVEB6Z4 https://youtu.be/pEYTaUS1QL0 Be sure to watch our video on the 5" [YouTube Link](https://youtube.com/watch?v=IFO5vaRASlI) 2024-11-18T23:54Z 248K followers, 18.1K engagements "Immediate vs Springing Power of Attorney Structures #legal #fyp #estateplanning #powerofattorney" [YouTube Link](https://youtube.com/watch?v=IW895PWVrjc) 2025-06-15T14:22Z 223K followers, [----] engagements "Is Arkansas Medicare Actually Affordable #shorts Here are the average costs for Medicare in Arkansas for Medicare Supplement Plan G Plan N and Advantage plans. Check out our resources at https://TheRetirementNerds.com/ ============================= Send me a message Erik@TheRetirementNerds.com ============================= ============================= Be Sure to Subscribe to our Channel ============================= YouTube: @theretirementnerds ============================================================ Join our newsletter for monthly tips book recommendations and personal stories" [YouTube Link](https://youtube.com/watch?v=JnyikKe1iFs) 2024-10-31T14:30Z 257K followers, [---] engagements "Will the MAJOR CHANGES to the Medicare Drug Coverage System Impact You in [----] Landmark changes to how Medicare covers prescription drugs started in [----]. If you want to see how the big changes to Medicare drug coverage will impact you watch this video Need help Email me Erik@TheRetirementNerds.com Visit our website: https://www.TheRetirementNerds.com Join our newsletter: https://theretirementnerds.com/newsletter/ ============================= This video is NOT sponsored. The Retirement Nerds is the no-cost educational platform and serves to offer information around Medicare Social Security" [YouTube Link](https://youtube.com/watch?v=KLUZJMY5QYw) 2023-08-23T20:44Z 187K followers, 37.8K engagements "How to handle owning properties in multiple states during your estate plan. #estateplanning #legal" [YouTube Link](https://youtube.com/watch?v=Kbt9Ur6aZZ0) 2025-05-22T16:12Z 184K followers, [----] engagements "Here's How Much Income You Need to Earn to Truly Build Wealth Zacc Call explains the relationship you need to have with Financial Offense vs Financial Defense. It is easier to figure out ways to make an extra $5000 than to cut $5000 from your life. Zacc goes through a quick calculation to figure out how much income you should target to really get ahead of your financial situation. Get The [--] Prosperity Projects book here: https://amzn.to/4dvxWgA Watch the full episode here: https://youtu.be/voWbWZ9tu04 Watch Project 1: Plug the Holes in the Boat here: https://youtu.be/gRar43syzZ8 Check out our" [YouTube Link](https://youtube.com/watch?v=KmirwRrkWiE) 2024-10-13T21:00Z 184K followers, [----] engagements "Reasons to DELAY Medicare Past [--] That Will Save You Thousands and Avoid ALL Penalties Do not make the mistake of signing up for Medicare at [--] years old if you don't need to. There are several reasons why you would want to delay Medicare so you can save money keep your spouse covered or continue HSA contributions. We go over when you should NOT take Medicare when you should consider it and when you should definitely take it. Video for those with FEHB: https://youtu.be/mK9Ik6Q269E Check out our resources at https://TheRetirementNerds.com/ ============================= Send me a message" [YouTube Link](https://youtube.com/watch?v=L2goGwp4Co8) 2024-04-20T21:50Z 187K followers, 850.8K engagements "Medicare Supplement Plans Plan G vs High Deductible Plan G vs Plan N Which one is right for you Medicare Supplement Plan G High Deductible Plan G and Plan N are the most popular Medigap plans at this point. Each has a slight wrinkle that gives it an advantage or disadvantage over the others. We compare the three so you can make an informed decision. Need help Email me Erik@TheRetirementNerds.com For even more on retirement visit our website: https://www.TheRetirementNerds.com Federal Disclaimer: We do not offer every plan available in your area. Please contact medicare.gov or 1-800-MEDICARE" [YouTube Link](https://youtube.com/watch?v=LmpaQdZxyl4) 2022-10-25T21:31Z 243K followers, 25.3K engagements "Who pays the tax #finance #charity #taxplanning #shorts" [YouTube Link](https://youtube.com/watch?v=MtueUVAEYDY) 2025-05-27T17:45Z 184K followers, 16.9K engagements "How You Should Handle a Raise In Income Whether it's a raise at work an inheritance or a multi-million dollar sale of a business there are financial principles that will help you protect yourself from turning a windfall of cash into financial problems. Time Codes 0:00 Setting up the Topic 0:22 Your Salary Increased $30000 36:40 You got an Inheritance/Bonus of $100000 1:23:42 You sold a business for $30M 1:42:42 Q&A" [YouTube Link](https://youtube.com/watch?v=NJCD9ha1Hxs) 2025-01-31T13:29Z 169K followers, [----] engagements "Social Security Taxable Income Explained Step by Step In this video Erik Soderborg and Zacc Call walk you step by step through how to determine exactly how much of your Social Security income will be taxable. Be sure to download the Free Social Security Taxability Worksheet to follow along with us. Get it here: https://theretirementnerds.com/social-security-worksheet/ OTHER RELATED VIDEOS: https://youtu.be/HNQbgUTqzRs https://youtu.be/QXC0j1O-eAg https://youtu.be/-ifv6Y6migk https://youtu.be/ZetbFdEqi2A https://youtu.be/Q82iDCI_lZg https://youtu.be/VHHNYdpVwrU ZACC'S CHANNEL:" [YouTube Link](https://youtube.com/watch?v=NxH2jHzZwFo) 2025-10-02T21:59Z 286K followers, 36.6K engagements "Be Careful of Kids Wiping Out Your Retirement #investing #retirement #finance #shortsfeed Be Careful of Kids Wiping Out Your Retirement Watch The Full Video On Our Channel Check out our NO COST resources for Medicare at https://90daysfromretirement.com/ [--] Days From Retirement is the no-cost educational platform and serves to offer information around Medicare Social Security Long Term Care and Estate Planning. ============================= Send me a message Erik@90daysfromretirement.com ============================= ============================= Be Sure to Subscribe to our Channel" [YouTube Link](https://youtube.com/watch?v=OBG2fuL3OXw) 2023-12-20T16:56Z 141K followers, [----] engagements "How to handle businesses and rental properties with your trust. #shorts #legal #estateplanning" [YouTube Link](https://youtube.com/watch?v=OFs6G_cJgrM) 2025-05-22T14:20Z 184K followers, [----] engagements "Plan For Retirement Without Social Security #retirement #investing #socialsecurity Watch Full Video Here: https://youtu.be/KXFqGra9qHI" [YouTube Link](https://youtube.com/watch?v=OiyJBLcFi1U) 2023-10-03T15:49Z 141K followers, [----] engagements "Average Medicare costs in Texas. #shorts #medicare" [YouTube Link](https://youtube.com/watch?v=OtXdYYmfHfs) 2024-11-16T20:45Z 146K followers, [---] engagements "The U.S. Healthcare Spending Problem We Are All Paying For Let's examine the healthcare spending crisis in the US. In [----] the U.S. spent $4.9 trillion on health care. $4.9 trillion is a larger number than most of us can comprehend. This video will help you understand healthcare costs in America and the health care system. Things like "Why does the U.S. spend more on healthcare than any other country And "Who is ultimately paying for it all" š Watch until the end to see how U.S. healthcare compares to the rest of the world and whos really benefiting from this $5 trillion industry. If you" [YouTube Link](https://youtube.com/watch?v=P054fro_jWc) 2025-08-17T23:15Z 286K followers, [----] engagements "The [--] Reasons Why You Should Consider Roth Conversions (Or Not) Zacc Call is back to go over why someone would choose Roth vs Traditional accounts. In this video he goes over the [--] Reasons Why Someone Should Consider Roth Contributions or Conversions. This is building off the foundational math that if your tax rate stays the same and your investments grow at the same rate for the same time you will have the same spendable amount regardless of whether you go Roth or Traditional. Zacc goes over other factors that may influence that decision of Roth vs Traditional in more depth building off of" [YouTube Link](https://youtube.com/watch?v=Q82iDCI_lZg) 2025-09-25T23:25Z 286K followers, 26.3K engagements "The role of the successor trustee explained. #legal #fyp #estateplanning #willsandtrusts" [YouTube Link](https://youtube.com/watch?v=QBBPj0iJ5FU) 2025-06-01T17:09Z 185K followers, [----] engagements "Discover Your Passion Post Retirement #retirement #retirementplanning #podcast #passion #inspiration Watch Full Conversation On Our Channel Check out our NO COST resources for Medicare at https://90daysfromretirement.com/ [--] Days From Retirement is the no-cost educational platform and serves to offer information around Medicare Social Security Long Term Care and Estate Planning. ============================= Send me a message Erik@90daysfromretirement.com ============================= ============================= Be Sure to Subscribe to our Channel ============================= YouTube:" [YouTube Link](https://youtube.com/watch?v=T-KVU5GDcHo) 2024-03-16T17:00Z 266K followers, [----] engagements "2024 Medicare Costs UPDATES Advantage vs Supplement Battle š„ The [----] Medicare costs are out it's important to be aware of the Advantage vs Supplement battle. In this video we'll discuss the pros and cons of each plan's costs and help you decide which is the right fit for you. This is a big year for Medicare. The cost of healthcare is going to rise drastically and it's important that you are as prepared as possible. In this video we'll discuss the Advantage vs Supplement plan battle and help you make the best decision for your health and wallet CMS Announcement:" [YouTube Link](https://youtube.com/watch?v=TJCE4pKoKvc) 2023-10-16T18:47Z 173K followers, 190.9K engagements "Social Security Cost Of Living Adjustment INCREASE for [----] What COLA Really Means The Social Security Cost of Living Adjustment (COLA) for [----] was announced on October 12th [----]. If you are on Social Security and want to know how this impacts you watch this video Check out our NO COST resources for Social Security & Medicare at https://90daysfromretirement.com/ [--] Days From Retirement is the no-cost educational platform and serves to offer information around Medicare Social Security Long Term Care and Estate Planning. ============================= Send me a message" [YouTube Link](https://youtube.com/watch?v=UI7DyQmMb0Q) 2023-10-13T01:29Z 42K followers, [----] engagements "Kids are not personally responsible for their parents' debt. #legal #estateplanning #fyp" [YouTube Link](https://youtube.com/watch?v=UnBEdmZHHlY) 2025-05-27T01:23Z 184K followers, [----] engagements "6 Money Traps After Losing Your Spouse You Need To Know In this video we explore the six financial traps that are waiting those who have lost their spouse. Key Takeaways: [--]. **Watch Out for Scams**: There are scams specifically targeting widows and widowers. [--]. **Credit Score Will Drop**: If your spouse was the primary account holder on credit cards those will close once the bank is notified of your spouses passing which can trigger a drop in your credit score. [--]. **The Widows Penalty**: Filing taxes as a single filer will likely cause your tax bill to rise. [--]. **Hidden Costs of Selling Your" [YouTube Link](https://youtube.com/watch?v=UsCO-r7V-zc) 2025-06-18T00:30Z 186K followers, [----] engagements "What Did YouTube Just Send I can't thank you all enough for this insane reality. All of you who have been such an amazing support will never know how much you mean. Big Thank You to: The family - Caitlin Noel Jared Claire Ruby and Jet. Trenton Olson Matt Gibson and the entire SBIS team for making dreams a reality. https://www.srbenco.com/ Colton Olson for your talents your friendship your time your patience. so many things. Stay Awesome with your videos and stunts. https://www.instagram.com/theolsonboyz/ Charley Tinsley and your help through everything across the country." [YouTube Link](https://youtube.com/watch?v=VRCL6kuFHM0) 2024-06-27T23:41Z 177K followers, [----] engagements "Average Medicare costs in West Virginia. #shorts #medicare" [YouTube Link](https://youtube.com/watch?v=Vqn7r0G5MdU) 2024-11-19T01:00Z 148K followers, [---] engagements "The MEDICARE SUPPLEMENT Crisis - A Look At Historic Increases Major Medicare Supplement plan rate increases have been announced over the past month causing fear and panic across the country. For many you still have options to help control your health insurance costs. For some your options are more limited. This video goes over: Medicare Supplement plan increases Who can switch easily Who cannot switch easily Q&A Here is the cost comparison video: https://youtu.be/0nwFTgl2GD0 Here is the link for the free 20-Year Medicare Plan Calculator download:" [YouTube Link](https://youtube.com/watch?v=W3cXZ60sTRg) 2025-06-02T20:52Z 187K followers, 12.2K engagements "You MUST Understand These [--] Social Security Definitions Retirement PIA FRA FICA If you are taking Social Security or you plan on taking Social Security Benefits in the near future you MUST know and understand these four definitions in order to see how you will experience your Social Security benefits. And we don't mean the dictionary definition. We mean how Social Security defines these terms because Social Security is the boss on the matter. Need help Email me Erik@TheRetirementNerds.com Visit our website: https://www.TheRetirementNerds.com Federal Disclaimer: We do not offer every plan" [YouTube Link](https://youtube.com/watch?v=WlC2qvUiNo4) 2023-02-12T15:20Z 183K followers, [----] engagements "Is Delaware Medicare Actually Affordable #shorts Here are the average costs for Medicare in Delaware for Medicare Supplement Plan G Plan N and Advantage plans. Check out our resources at https://TheRetirementNerds.com/ ============================= Send me a message Erik@TheRetirementNerds.com ============================= ============================= Be Sure to Subscribe to our Channel ============================= YouTube: @theretirementnerds ============================================================ Join our newsletter for monthly tips book recommendations and personal stories" [YouTube Link](https://youtube.com/watch?v=YhHe27TFjzk) 2024-11-01T19:30Z 140K followers, [---] engagements "Here's How Much We Paid With Medicare Medicare Supplement vs Advantage A family member of mine saw a total of $523069 in bills related to her heart attack and subsequent surgeries. In this video I show how much she would have had to pay if she were on Original Medicare and a Medicare Supplement plan G versus a Medicare Advantage plan. [--] States of Medicare (Find your state): https://www.youtube.com/playlistlist=PLDw7zTYCAlD-gNZP3d2eATJGnvBR9hU8R Prescription Drug Costs Video: https://youtu.be/2cGQTzSMrf4 Advantage Denial Rates Video: https://youtu.be/ewH3TXydopc Advantage vs Supplement Video:" [YouTube Link](https://youtube.com/watch?v=Ykvrrd8VxIY) 2024-09-20T00:15Z 175K followers, 295.3K engagements "2025 Medicare Costs Are Out Heres How Much They Went Up CMS announced the [----] Medicare cost updates for Medicare Parts A and B and surprise surprise they went up. Part A saw increases in the 2.6% range. Part B saw increases in the 5.9% range. Given that the Social Security Cost of Living Adjustment (COLA) was only 2.5% these Medicare increases are concerning to say the least. Advantage vs Supplement Cost Comparison video with [----] updates: https://youtu.be/C9bUVhta6S0 The CMS Announcement: https://www.cms.gov/newsroom/fact-sheets/2025-medicare-parts-b-premiums-and-deductibles Need help Reach" [YouTube Link](https://youtube.com/watch?v=YzN5meKtyPI) 2024-11-13T23:00Z 183K followers, 516.9K engagements "Average Medicare costs in South Carolina. #shorts #medicare" [YouTube Link](https://youtube.com/watch?v=ZGinJ2SYiyY) 2024-11-15T15:20Z 146K followers, [---] engagements "Part [--] of [--] Roth vs Traditional Math #shorts #retirement #finance #90daysfromretirement Here's the real Math behind Roth vs Traditional. Watch the full discussion on Roth vs Traditional investments here: https://youtu.be/VHHNYdpVwrU Take the Guided Path for Financial Education and Literacy for free here: https://www.thefinancialcall.com/guided-path Learn all about Medicare and Social Security here: https://90daysfromretirement.com/" [YouTube Link](https://youtube.com/watch?v=ZHGt57jEwUo) 2023-09-07T20:15Z 139K followers, [----] engagements "Do NOT Skip Your Foundational Estate Plan Zacc Call goes over the basics of a foundational estate plan including tips to make things more efficient and advice around common mistakes that could cost you dearly. Wills trusts powers of attorney medical directives and more are part of your foundational estate plan. Get The [--] Prosperity Projects book here: https://amzn.to/4dvxWgA Watch the full episode here: https://youtu.be/voWbWZ9tu04 Watch Project 5: Get Rid of Unwanted Debt https://youtu.be/gpPZctgiNIc Check out our resources and reach out for help at https://TheRetirementNerds.com/" [YouTube Link](https://youtube.com/watch?v=_A_2r4i8vuY) 2024-10-26T00:00Z 257K followers, [----] engagements "Fee Based vs Fee Only vs Flat Fee Financial Advisors #shorts #finance #financialadvisor Understanding the difference between Fee Based Fee Only and Flat Fee advisor compensation models will help you know which you need. #finance #financialadvisor #financialplanning" [YouTube Link](https://youtube.com/watch?v=_YmBCOCHp3g) 2024-05-19T02:27Z 247K followers, [----] engagements "How Living in West Virginia Affects Your Medicare Choices Discounts and MOOPs West Virginia is an attained age state when it comes to Medicare Supplement plans and your costs are very reasonable. However your Medicare Supplement plan penetration rate is one of the lowest in the country. In this video I'll go over what you need to know if you are considering Medicare in West Virginia. Here is the list of Special Enrollment Period options: https://www.medicare.gov/basics/get-started-with-medicare/get-more-coverage/joining-a-plan/special-enrollment-periods Check out our resources at" [YouTube Link](https://youtube.com/watch?v=_gTqLKDDrnE) 2024-08-29T22:01Z 187K followers, [----] engagements "Term or Permanent Life Insurance #shorts #finance #financialplanning #insurance" [YouTube Link](https://youtube.com/watch?v=_tGOenQ2bFQ) 2024-05-21T13:00Z 141K followers, [----] engagements "Choosing Between Passive Income and Annuity Payments #retirement #retirementplanning #education Watch The Full Conversation On Our Channel Check out our NO COST resources for Medicare at https://90daysfromretirement.com/ [--] Days From Retirement is the no-cost educational platform and serves to offer information around Medicare Social Security Long Term Care and Estate Planning. ============================= Send me a message Erik@90daysfromretirement.com ============================= ============================= Be Sure to Subscribe to our Channel ============================= YouTube:" [YouTube Link](https://youtube.com/watch?v=aVRlw2OGwGk) 2024-03-05T18:00Z 183K followers, [----] engagements "Average Medicare costs in Washington. #shorts #medicare" [YouTube Link](https://youtube.com/watch?v=ar93lmv_CoI) 2024-11-18T18:15Z 148K followers, [---] engagements "Investment Options: Pick One Utensil #shorts #retirement #finance #90daysfromretirement If you could only pick [--] Utensil to use the rest of your life which would you pick Fork Spoon or Knife Watch the full discussion on Roth vs Traditional investments here: https://youtu.be/VHHNYdpVwrU Take the Guided Path for Financial Education and Literacy for free here: https://www.thefinancialcall.com/guided-path Learn all about Medicare and Social Security here: https://90daysfromretirement.com/" [YouTube Link](https://youtube.com/watch?v=c2TAyidJLUA) 2023-09-06T20:30Z 141K followers, [---] engagements "High Deductible Plan G Medicare Supplement Plans The best or worst of both worlds High Deductible Plan G is a popular plan because of its lower monthly cost. However with lower premiums comes higher cost sharing. For some this is great For others it becomes burdensome. We'll discuss the strengths and weaknesses of Medicare Supplement - High Deductible Plan G. Need help Email me Erik@TheRetirementNerds.com For even more on retirement visit our website: https://www.TheRetirementNerds.com Federal Disclaimer: We do not offer every plan available in your area. Any information we provide is limited" [YouTube Link](https://youtube.com/watch?v=dBgpASMQA88) 2022-11-07T21:04Z 187K followers, 16.7K engagements "How Living in Massachusetts Affects Your Medicare Choices You're a Crazy State Massachusetts is one of the most interesting Medicare states in the country. You have your own Medicare Supplement plans that are different than the standard Medicare Supplement Letters. Your supplement plan costs are also quite a bit higher than the national average and this is because you have year round open enrollment. Your Medicare Advantage plans have some interesting things going on as well. Check out our resources at https://TheRetirementNerds.com/ ============================= Send me a message" [YouTube Link](https://youtube.com/watch?v=dZMNfvuBAvs) 2024-09-12T23:15Z 170K followers, [----] engagements "Questions to Ask a Financial Advisor to Get to the TRUTH How you ask your financial advisor is just as important as what you ask your financial advisor. If you are thinking of working with a financial advisor we'll show you not only which questions to ask but how to get to them in a way that establishes credibility and gets you the answers you really need. Zacc's Article on Questions to Ask: https://www.capitafinancialnetwork.com/education-center/how-to-interrogate-a-financial-professional Our video on the different types of Financial Professionals: https://youtu.be/8uC1lgkZUWE Connect with" [YouTube Link](https://youtube.com/watch?v=demjEty-0kU) 2025-03-20T21:45Z 173K followers, [----] engagements "Investment Options: Why an IRA Why an IRA vs Real Estate or Small Businesses or other investments Watch the full discussion on Roth vs Traditional investments here: ExposingtheTRUTHAboutRothvsTrad. Take the Guided Path for Financial Education and Literacy for free here: https://www.thefinancialcall.com/guid. Learn all about Medicare and Social Security here: https://90daysfromretirement.com/" [YouTube Link](https://youtube.com/watch?v=djNO2NEKAE8) 2023-09-07T22:34Z 42K followers, [---] engagements "Will Tax Rates Rise #shorts #90daysfromretirement #retirement #roth #shortsfeed" [YouTube Link](https://youtube.com/watch?v=eDT6gfJvymY) 2024-01-01T19:19Z 227K followers, [----] engagements "Average Medicare costs in Wisconsin. #shorts #medicare" [YouTube Link](https://youtube.com/watch?v=fmPA0pL7IAc) 2024-11-19T20:10Z 151K followers, [---] engagements "How to Pay the INSANE Costs of Cancer Treatment While on Medicare Learn how to limit your financial exposure in the event of cancer with Advantage & Supplement Plans. Understand the importance of cancer insurance and managing medical costs with Medicare. Cancer insurance is not for everyone but if what is shared in this video is something you relate to feel free to reach out here: https://TheRetirementNerds.com/ ============================= Here is my email: Erik@TheRetirementNerds.com ============================= ============================= Be Sure to Subscribe to our Channel" [YouTube Link](https://youtube.com/watch?v=ftata9kGwzs) 2024-09-08T20:00Z 139K followers, [----] engagements "You MUST Build a Solid Foundation Before You Can Build Real Wealth Zacc Call explains the first Prosperity Project that focuses on protecting yourself against life's "what ifs." If your financial life is a boat and there are holes in that boat before you can fill comfortable you need to plug the holes in the boat. Get The [--] Prosperity Projects book here: https://amzn.to/4dvxWgA Watch the full episode here: https://youtu.be/voWbWZ9tu04 Watch Project 2: Get Free Money here: https://youtu.be/Go3hlxdJfMs Check out our resources and reach out for help at https://TheRetirementNerds.com/" [YouTube Link](https://youtube.com/watch?v=gRar43syzZ8) 2024-10-17T21:58Z 221K followers, [----] engagements "How to Avoid the Costly Mistakes of Roth Conversions with Zacc Call You've decided you want to do a Roth conversion and in this video we go over exactly HOW to do a Roth conversion. What is happening during the conversion What are best practices And how can you avoid costly mistakes when doing a Roth conversion. Roth vs Traditional Video: https://youtu.be/VHHNYdpVwrU Social Security Tax Tornado Video (with free worksheet): https://youtu.be/ZetbFdEqi2A The Financial Call: https://www.thefinancialcall.com/ Want help Send me a message Erik@TheRetirementNerds.com =============================" [YouTube Link](https://youtube.com/watch?v=giSf4ZBeWMQ) 2024-07-08T21:00Z 263K followers, 103.5K engagements "How Living in HAWAII Affects Your Medicare Choices Medicare in Hawaii has a lot of unique moving parts. Your supplement plan costs are right at national averages but there's a huge surprise around your supplement plan penetration rate. Your Medicare Advantage average max out of pockets are above the national average. Access to care has its challenges but advantage networks are very strong here. No special rules here in terms of switching to supplement plans. I hope this is helpful Here is the list of Special Enrollment Period options I refer to in the video:" [YouTube Link](https://youtube.com/watch?v=gleoSlQtRhI) 2024-12-23T00:30Z 160K followers, [----] engagements "Is New Hampshire Medicare Actually Affordable #shorts Here are the average costs for Medicare in New Hampshire for Medicare Supplement Plan G Plan N and Advantage plans. Check out our resources at https://TheRetirementNerds.com/ ============================= Send me a message Erik@TheRetirementNerds.com ============================= ============================= Be Sure to Subscribe to our Channel ============================= YouTube: @theretirementnerds ============================================================ Join our newsletter for monthly tips book recommendations and personal stories" [YouTube Link](https://youtube.com/watch?v=gy7073Z2x-g) 2024-11-09T15:30Z 142K followers, [---] engagements "Taking care of pets through an estate plan. #legal #willsandtrusts #fyp #pets" [YouTube Link](https://youtube.com/watch?v=hEv7D_ztYOE) 2025-05-28T21:18Z 184K followers, [----] engagements "How Living in NORTH DAKOTA Affects Your Medicare Choices North Dakota's Medicare plans are priced very well. Medicare Supplement plans are competitive and the average is lower than national averages. Medicare Advantage plans are strong in larger cities but North Dakota has a lot of rural areas where Medicare Advantage plans won't be a strong option. I hope you find this video about North Dakota Medicare helpful. Here is the list of Special Enrollment Period options I refer to in the video:" [YouTube Link](https://youtube.com/watch?v=ijUeFS_OPBw) 2024-10-10T23:25Z 176K followers, [---] engagements "Here's Why You See So Many Medicare Ads #shorts #90daysfromretirement" [YouTube Link](https://youtube.com/watch?v=iyP3_NoY3NI) 2022-12-20T23:32Z 187K followers, [----] engagements "How Living in Florida Affects Your Medicare Choices One of the CRAZIEST States for Medicare Florida has a few things that contribute to your insane Medicare climate. First you are a highly populated state. Second you have a high senior population. Third you are an important political state. These three things together make Medicare absolutely wild here in Florida. In this video I'll go over what you need to know if you are considering Medicare in Florida. Check out our resources at https://TheRetirementNerds.com/ ============================= Send me a message Erik@TheRetirementNerds.com" [YouTube Link](https://youtube.com/watch?v=j18HvPyreUg) 2024-08-22T21:00Z 140K followers, 18.2K engagements "Medicare Explained Veterans VA Coverage and Medicare Does Medicare work with VA Benefits We go over how Veterans and their VA coverage can interact with Medicare. If you have VA coverage Tricare for life or CHAMPSVA you'll want to watch this video to learn what combinations you can put together that will offer you the most protection. Do VA Benefits and Medicare play nicely together Well it depends. So let's go over some possible scenarios. Need help Email me Erik@TheRetirementNerds.com Visit our website: https://www.TheRetirementNerds.com Chapters: 0:00 Introduction 0:22 VA benefit levels" [YouTube Link](https://youtube.com/watch?v=jkmpKCEw2H4) 2021-11-11T20:24Z 187K followers, 12.5K engagements "How Living in KANSAS Affects Your Medicare Choices Kansas Medicare rules are fairly straightforward. You have lower than average costs for Medicare Supplement plans which is great. You have lower than average Maximum Out of Pocket costs for Advantage plans. With Kansas being more rural your supplement plan penetration rate is higher than average and your advantage plan penetration rate is lower than average. I hope you find this video about Kansas Medicare to be helpful Here is the list of Special Enrollment Period options:" [YouTube Link](https://youtube.com/watch?v=kO5H7QFWoX0) 2024-10-05T00:30Z 262K followers, [----] engagements "Unveiling the Truth Behind Medicare Ads In this video we're going to explore some of the secrets that Medicare ads won't say. We'll look at the reasons why Medicare ads often omit important information and what you can do to ensure that you're getting the most out of your Medicare benefits. Medicare is a huge program and it can be hard to understand all of its details. In this video we'll share some of the secrets that Medicare ads often omits and how you can take advantage of Medicare's advantages to get the most out of your healthcare. Watch and learn Need help Email me" [YouTube Link](https://youtube.com/watch?v=kZwuZAZcTfo) 2023-10-22T21:53Z 186K followers, [----] engagements "Probate takes longer and costs more than you might expect. #legal #estateplanning #probate" [YouTube Link](https://youtube.com/watch?v=ksyAL-TilvY) 2024-12-14T23:39Z 156K followers, [----] engagements "How Living in New York Affects Your Medicare Choices The Craziest State in the Country Medicare in New York is wild. There are so many intricacies to the Medicare Supplement plans and the Medicare Advantage plans that it can become a bit of a mess for those considering Medicare. The costs for Medicare supplement plans are the highest in the country. An insurance company dominates the state. it's crazy. So I hope you enjoy this video where I go over how Medicare works in New York. Here is the list of Special Enrollment Period options:" [YouTube Link](https://youtube.com/watch?v=lKmI4phWZqM) 2024-09-18T20:52Z 251K followers, [----] engagements "A will does not avoid the need to go to court. #legal #estateplanning #willsandtrusts" [YouTube Link](https://youtube.com/watch?v=lRO6AmFZMsE) 2024-12-14T19:13Z 157K followers, [----] engagements "Transfer on Death (TOD) explained. #legal #fyp #estateplanning" [YouTube Link](https://youtube.com/watch?v=lRqsLMMeV0A) 2025-05-23T15:35Z 184K followers, [----] engagements "The Dangerous Impact of Adult Children on Your Finances #investing #financial #finance #shorts The Dangerous Impact of Adult Children on Your Finances Full Video On Our Channel Check out our NO COST resources for Medicare at https://90daysfromretirement.com/ [--] Days From Retirement is the no-cost educational platform and serves to offer information around Medicare Social Security Long Term Care and Estate Planning. ============================= Send me a message Erik@90daysfromretirement.com ============================= ============================= Be Sure to Subscribe to our Channel" [YouTube Link](https://youtube.com/watch?v=lhhX63kaIUo) 2023-12-19T18:28Z 140K followers, [----] engagements "Owning property as Joint Tenants in Common. #shorts #legal #realestate" [YouTube Link](https://youtube.com/watch?v=lpv7to2B7W0) 2025-05-24T17:37Z 184K followers, [----] engagements "How Living in Michigan Affects Your Medicare Choices Special Guest Medicare in Michigan has some opportunities for you to save some considerable money. Medicare Supplement plans are less expensive than national averages and Medicare Advantage Maximum Out of Pocket costs (MOOP) are right one national averages. However Michigan is the number one state in the country when looking at Medicare Advantage plans but there's a reason why. We bring on our wonderful partner and special guest - Joanne Giardini-Russell to discuss how Medicare works in Michigan. Check out Joanne's TikTok channel here:" [YouTube Link](https://youtube.com/watch?v=mINmFmHSutQ) 2024-09-24T22:30Z 174K followers, [----] engagements "The biggest myth in Medicare is that you HAVE to take it at [--] or be penalized for life. #medicare" [YouTube Link](https://youtube.com/watch?v=mRweNgvnDnw) 2024-06-05T22:20Z 224K followers, [----] engagements "What You Need To Do With Medicare If You Have VA Benefits Veterans who have access to VA Benefits have some decisions to make around Medicare once they become eligible for Medicare. There are generally [--] groups of people and in this video I'll go over the choices most people make when they have VA Benefits. Check out our resources at https://TheRetirementNerds.com/ ============================= Send me a message Erik@TheRetirementNerds.com ============================= ============================= Be Sure to Subscribe to our Channel ============================= YouTube: @theretirementnerds" [YouTube Link](https://youtube.com/watch?v=nLjdM7QMpaA) 2025-07-20T13:24Z 286K followers, 11.4K engagements "Medicare Costs Comparison Advantage vs Supplement Which will cost you more in [----] A Medicare Supplement Plan or a Medicare Advantage Plan We look at what your fixed and variable costs will be with an average Medicare Supplement Plan G vs a zero dollar Medicare Advantage plan. The numbers we use are typical costs we see in our area of the country (Mountain West). We do not address all of the positives and negatives of each plan (Supplement and Advantage). There are things outside of strictly dollars to consider with these plans. Always work with an agent on this decision. Need help Email me" [YouTube Link](https://youtube.com/watch?v=oiaI72qqWFY) 2022-10-06T19:37Z 186K followers, 369K engagements "Is Converting to a Roth IRA Worth it Pros and Cons #shortsfeed #podcast #retirement #shortsviral Watch Full Conversation On Our Channel *Here is where to get the Spreadsheet referenced in the video:* https://theretirementnerds.com/social-security-worksheet/ Need help with your Social Security Strategy Email me Erik@TheRetirementNerds.com Visit our website: https://www.TheRetirementNerds.com Join our newsletter: https://theretirementnerds.com/newsletter/ ============================= #medicare #90daysfromretirement Federal Disclaimer: We do not offer every plan available in your area. Any" [YouTube Link](https://youtube.com/watch?v=puQ6Rj34j1g) 2024-02-15T18:00Z 263K followers, 12.3K engagements "Roth Conversions for Tax Bracket Management #finance #money #retirement #taxes #shortsviral #podcast Watch Full Conversation On Our Channel *Here is where to get the Spreadsheet referenced in the video:* https://theretirementnerds.com/social-security-worksheet/ Need help with your Social Security Strategy Email me Erik@TheRetirementNerds.com Visit our website: https://www.TheRetirementNerds.com Join our newsletter: https://theretirementnerds.com/newsletter/ ============================= #medicare #90daysfromretirement Federal Disclaimer: We do not offer every plan available in your area. Any" [YouTube Link](https://youtube.com/watch?v=rGWlnBbvBk0) 2024-02-18T18:00Z 173K followers, [----] engagements "New Study Reveals Surprising Trend in Medicare Advantage Denial Rates Medicare Advantage plan denials are a reality. Many are warranted. Some are not. So we go over the most recent study by the Kaiser Family Foundation about the frequency of prior authorization denials across all Medicare Advantage plans. Here is a link to the KFF Study for [----] denials: https://www.kff.org/medicare/issue-brief/nearly-50-million-prior-authorization-requests-were-sent-to-medicare-advantage-insurers-in-2023/ Be sure to watch these videos for more on Advantage vs Supplement: https://youtu.be/eOP76hMPiDs" [YouTube Link](https://youtube.com/watch?v=rMW3VGDY9PU) 2025-02-27T23:45Z 172K followers, [----] engagements "Birds pose an interesting conversation around estate planning. #legal #estateplanning #willortrust" [YouTube Link](https://youtube.com/watch?v=rd25S8FLncE) 2025-05-27T14:14Z 225K followers, [----] engagements "Action creates the illusion of control #shorts #investing #finance #financialplanning" [YouTube Link](https://youtube.com/watch?v=rmT-fh4P6KQ) 2024-05-29T13:00Z 141K followers, [----] engagements "How Living in North Carolina Affects Your Medicare Choices Discounts and MOOPs North Carolina is an attained age state when it comes to Medicare Supplement plans and your costs are very reasonable accounting for a higher than average Medicare Supplement plan penetration rate. In this video I'll go over what you need to know if you are considering Medicare in North Carolina. Here is the list of Special Enrollment Period options: https://www.medicare.gov/basics/get-started-with-medicare/get-more-coverage/joining-a-plan/special-enrollment-periods Check out our resources at" [YouTube Link](https://youtube.com/watch?v=rsOHXcC3uyQ) 2024-08-27T21:30Z 225K followers, [----] engagements "Wills vs Trusts Which do you need Should you have a will or would it be better to have a trust Let's go over how the law handles assets upon death and how wills work compared to trusts. Need help Email me Erik@TheRetirementNerds.com For even more on retirement visit our website: https://www.TheRetirementNerds.com Chapters: 0:00 Introduction 1:19 The Old Model 2:00 The New Model 4:08 Inheriting property without a trust 6:35 Inheriting property with a trust 8:44 Benefits of a trust 10:45 Do I really need a trust 11:16 Can I do nothing 12:20 What about co-ownership 15:36 Conclusion PLEASE NOTE:" [YouTube Link](https://youtube.com/watch?v=rtzlyoPfqA4) 2022-02-14T20:45Z 173K followers, 27.9K engagements "Medicare Supplement Plans During AEP Medigap What can people on Medicare Supplement plans do during the [----] Annual Enrollment Period (AEP) Luckily Medicare Supplement or Medigap plans don't have the same timelines as Medicare Advantage plans so AEP doesn't really affect Medigap plans as much. If you have a Supplement plan during AEP you can: Look at your Part D drug plan and compare coverage and costs. Switch to an Advantage Plan. *Please be careful with this* Just because you CAN switch to an Advantage plan doesn't mean you SHOULD. Need help Email me Erik@TheRetirementNerds.com For even" [YouTube Link](https://youtube.com/watch?v=tPerHaGCHB8) 2022-10-12T15:27Z 176K followers, [----] engagements "Medicare Doesn't Cover That Long Term Care Part [--] of [--] What Is Long Term Care Long Term Care is not covered by Medicare. And a lot of people don't fully understand what Long Term Care really is. In this video we explain what Long Term Care is and where someone would receive Long Term Care. Need help Email me Erik@TheRetirementNerds.com Visit our website: https://www.TheRetirementNerds.com" [YouTube Link](https://youtube.com/watch?v=u18UGnIUz3A) 2023-05-30T17:03Z 187K followers, [----] engagements "Playing more financial offense can take priority over retirement savings. #finance #retirement" [YouTube Link](https://youtube.com/watch?v=uSfKO_jn3wA) 2024-10-24T22:15Z 257K followers, [----] engagements "Payable on Death (POD) explained. #legal #fyp #estateplanning #shorts" [YouTube Link](https://youtube.com/watch?v=u_ZzP-eBet8) 2025-05-24T22:18Z 185K followers, [----] engagements "What to do when naming a charity as a beneficiary. #legal #charity #estateplanning #fyp" [YouTube Link](https://youtube.com/watch?v=uyH3Z7VVC7g) 2025-06-02T22:58Z 185K followers, [----] engagements "The [--] Prosperity Projects You Can Do to Find Real Financial Freedom In this video Zacc Call a Certified Financial Planner explores the [--] projects to achieve financial freedom. If you are tired of living paycheck to paycheck and want to take control of your finances to build a sustainable future this video is for you Zacc breaks down his [--] Prosperity Projects in a simple step-by-step way that is a proven way to assign your next dollar to the most beneficial task to make sure your money is working for you rather than you being a slave to the next dollar. Join us as we break down each project" [YouTube Link](https://youtube.com/watch?v=voWbWZ9tu04) 2024-10-02T21:45Z 182K followers, 27.8K engagements "The Disturbing Senior "Influencer" Trend The world has become incredibly good at hiding the costs for free things. Our world has become an influencer economy since the advent of social media. This video discusses how the idea of 'free' things is often misleading especially with influencer marketing. Please send me a message if you have had positive experiences with Chapter. Now positive from a Medicare perspective (in my opinion) is not just initial sign up into a plan. There are countless agents and brokers that can pull up the available plans in your area and sort by the lowest cost. Good" [YouTube Link](https://youtube.com/watch?v=wEEfRq57UzI) 2025-06-04T22:45Z 186K followers, 26.4K engagements "Don't Confuse a Deductible with an Out of Pocket Maximum Viewers often see our videos breaking down Medicare Supplement plans and Medicare Advantage plans and mistake a deductible for an out of pocket maximum. These two things are very different and confusing the two could mean overlooking dollars you could save yourself both before you get Medicare and after you move to Medicare. Need help Email me Erik@TheRetirementNerds.com For even more on retirement visit our website: https://www.TheRetirementNerds.com Federal Disclaimer: We do not offer every plan available in your area. Any information" [YouTube Link](https://youtube.com/watch?v=woHUBw0THdM) 2022-12-29T23:10Z 243K followers, 17.9K engagements "How Living in Idaho Affects Your Medicare Choices Plans and Birthday Rules Idaho's Medicare situation is quite unique. You have a couple companies that dominate the state. You have a special birthday rule allowing people to switch supplement plans more easily. You have strong Advantage plans and a special opportunity to get on Supplement plans with no underwriting. In this video I go over how Medicare works in Idaho with some details that may prove useful for you. ============================= Need Medicare help Send me a message Erik@TheRetirementNerds.com ============================= Check" [YouTube Link](https://youtube.com/watch?v=x1W4tyAwHW4) 2024-07-17T21:00Z 225K followers, [----] engagements "Financial Fear Mongering #retirementnerds #financialeducation #financialliteracy #finance" [YouTube Link](https://youtube.com/watch?v=xJHcRBh2S2o) 2024-10-23T16:28Z 257K followers, [----] engagements "WATCH OUT For These Medicare Mistakes with Health Savings Accounts (HSA) Health Savings Accounts or HSAs are a big factor when planning your healthcare future. Unfortunately HSAs and Medicare do not play nice together. We'll answer when you need to stop HSA contributions once you do go on Medicare. Need help Email me Erik@TheRetirementNerds.com For even more on retirement visit our website: https://www.TheRetirementNerds.com Federal Disclaimer: We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact" [YouTube Link](https://youtube.com/watch?v=xKuXEojvdmA) 2022-10-31T22:58Z 174K followers, [----] engagements "You MUST Know THIS About Supplement Plan Increases Before You Get One šØ Issue Age vs Attained Age Medicare Supplement plans have monthly premium costs. When you start Medicare at [--] those costs may seem reasonable however these monthly premiums go up each year - sometimes twice per year Understanding Supplement cost increases is critical when considering a Medigap plan. If you're thinking about getting a Medicare Supplement plan watch this video Need help Email me Erik@TheRetirementNerds.com Visit our website: https://www.TheRetirementNerds.com Join our newsletter:" [YouTube Link](https://youtube.com/watch?v=xpof_szxKBc) 2023-07-25T22:23Z 170K followers, 19K engagements "How Living in Arkansas Affects Your Medicare Choices Pleasantly Surprised Arkansas is a community rated state when it comes to Medicare Supplement plans. In most community rated states you see significantly higher monthly premiums. Wait until you see what Arkansas has to offer. In this video I go over how Medicare works in Arkansas with some details that may prove useful for you. ============================= Need Medicare help Send me a message Erik@TheRetirementNerds.com ============================= Check out our resources at https://TheRetirementNerds.com/ ============================= Be" [YouTube Link](https://youtube.com/watch?v=yGasVuleYCc) 2024-08-17T19:00Z 224K followers, [----] engagements "The Truth About United Healthcare's Claim Denials and Dr. Oz's Plan to Force Medicare Advantage "Don't believe anything you hear and half of what you see." - My Mom I don't know how to put this nicely. If you are getting your information from news outlets. the information is warped and shaped in a way to make you upset or scared. I can't reach all of you but for those who are willing to listen I'll go through the truth behind the claims that are floating around meant to make you scared and upset. I am not affiliated with either political party. This is not a political discussion trying to" [YouTube Link](https://youtube.com/watch?v=yYg309VjdLY) 2024-12-25T22:19Z 160K followers, [--] engagements "Giving Cash Is The LEAST Effective Way to Donate to Charity Using existing tax advantages when you donate to charities allows you to donate even more than you otherwise could. If giving to charities is a part of your life and your mission there are ways outside of giving just cash that will be more beneficial to you and the charities. Our video on above the line and below the line tax strategies: https://youtu.be/PiGFVuAT67Q If you'd like our help with your charitable giving or tax strategies reach out at https://TheRetirementNerds.com/ ============================= Send me a message" [YouTube Link](https://youtube.com/watch?v=zjrbXScvmDA) 2025-05-27T00:15Z 226K followers, [----] engagements "Yes Placing your house in a trust is allowed even if you have a mortgage on the property #shorts" [YouTube Link](https://youtube.com/watch?v=-ekZMi_5YV8) 2025-02-15T19:54Z 270K followers, [----] engagements "Do You Know Your Net Worth (And Why It Matters) In this episode of The Retirement Nerds Erik Soderborg and Zacc Call walk you through Zaccs brand new Net Worth Calculator tool a simple but powerful way to understand where you stand financially. *** IMPORTANT *** The current file heavily filters data. The Filter function was introduced in Excel for Microsoft [---] and Excel [----]. It is not supported in older versions such as Excel [----] [----] or earlier. If you are working in older versions of Excel this spreadsheet will not function as shown in the video. DOWNLOAD THE WORKSHEET FOR FREE HERE:" [YouTube Link](https://youtube.com/watch?v=0Bx1ZqSYqDA) 2025-10-31T00:35Z 286K followers, 17.4K engagements "Transferring a home to a revocable trust does not trigger a due-on-sale clause. #estateplanning" [YouTube Link](https://youtube.com/watch?v=1HVolrtgtt8) 2026-01-18T16:52Z 286K followers, 13K engagements "The [--] WORST States for Medicare Advantage Plans Medicare Advantage plans are highly dependent on where you live. Even down to the zip code. So there are areas of the country with strong advantage plans and other areas of the country that don't even have advantage plans. In this video we go over the [--] WORST states for Medicare Advantage plans because of high costs or lack of availability. Be sure to watch our video on the [--] BEST states for Medicare Advantage plans here: https://youtu.be/IFO5vaRASlI Here are the state-specific videos of each state referenced in this video:" [YouTube Link](https://youtube.com/watch?v=2TqszHrhFUE) 2024-11-20T22:45Z 279K followers, 21.5K engagements "Which Healthcare Account Will Save You More Money HSA vs HRA vs FSA There are three different types of healthcare accounts that are designed specifically to give you dollars that will help you pay for healthcare expenses. The Health Savings Account (HSA) is amazing but would a Health Reimbursement Arrangement (HRA) or a Flex Spending Account (FSA) actually work better for you We cover the pros and cons of each account in this video so you can better decide which is right for you. How Medicare and HSAs work (or don't work) together: https://youtu.be/xKuXEojvdmA Check out our resources at" [YouTube Link](https://youtube.com/watch?v=2uOxuDCbmuk) 2024-04-14T13:48Z 284K followers, 17K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@theretirementnerds The Retirement Nerds
The Retirement Nerds posts on YouTube about retirement, finance, social security, how to the most. They currently have [-------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [------] +0.92%
- [--] Month [-------] -16%
- [--] Months [---------] +178%
- [--] Year [----------] +78%
Mentions: [--] #
- [--] Month [--] -17%
- [--] Months [---] -7.50%
- [--] Year [---] +39%
Followers: [-------] #
- [--] Week [-------] +0.35%
- [--] Month [-------] +0.70%
- [--] Months [-------] +27%
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Social Influence
Social category influence finance social networks technology brands countries stocks celebrities
Social topic influence retirement #313, finance #1027, social security #97, how to, social, insurance #483, money, financial, if you, update
Top accounts mentioned or mentioned by @theretirementnerdscom @sodasontheroad @zaccmoneyeducation @retirementnerds @90daysfromretirementcom @90daysfromretirement @easylegalplanningcom @thesodafamilysubconfirmation1 @zaccmoneyeducationsubconfirmation1 @ucevja2rdwyijurrwahruyiw @theretirementnerdssubconfirmation1 @willemswealth @giardinimedicare @ucw6wcwekvmgqelsf1tbtba
Top assets mentioned Flex Ltd. Ordinary Shares (FLEX)
Top Social Posts
Top posts by engagements in the last [--] hours
"Durable Power of Attorney explained. #legal #estateplanning #fyp #willsandtrusts"
YouTube Link 2025-05-26T00:14Z 285K followers, [----] engagements
"Don't Let Headlines Cost You $22000 in Taxes CPA Shares Tax Tips CPA and tax expert Daniel Astleford shares a simple story of a retiree who got spooked by the news and decided to pull all retirement investments. This triggered a steep and expensive tax bill for this individual who used the money and didn't share what they had done with their advisors. When the tax man came calling they didn't have enough to cover their tax liabilities. Daniel Astleford is a Certified Public Accountant (CPA) and runs his own accounting firm. HERE IS WHERE TO FIND DANIEL: Website: https://danielthecpa.com/"
YouTube Link 2026-01-05T00:45Z 286K followers, [----] engagements
"Why Smart People Still Dont Have an Estate Plan Most people know they should have an estate plan yet millions never finish one. In this episode of The Retirement Nerds I sit down with estate planning expert Jim Burch to break down the biggest hurdles that stop families from completing their estate plan and how to overcome them. We talk through the most common barriers including fear of cost not knowing where to start avoiding uncomfortable conversations information overload and the belief that you must immediately hire a lawyer. Jim explains why these concerns are so common and shares"
YouTube Link 2026-01-31T00:15Z 286K followers, [----] engagements
"This is for successor trustees. Make sure you get the correct type of EIN for a trust. #legal"
YouTube Link 2025-05-30T23:14Z 285K followers, [----] engagements
"If you don't fund your trust it's just an expensive bunch of papers. #estateplanning #willvstrust"
YouTube Link 2026-01-22T18:18Z 286K followers, [----] engagements
"Avoid the Social Security Tax Torpedo If you're not careful the fact that Social Security is taxable can lead to you making decisions that become much more expensive than you may have realized. Zacc Call President of Capita Financial Network dives into the details of Social Security tax which then helps determine the value of taking more money out of investments during retirement or whether or not a Roth conversion is worth it. Here is where to get the Spreadsheet referenced in the video: https://theretirementnerds.com/social-security-worksheet/ Be sure to check out Zacc's free financial"
YouTube Link 2024-02-11T15:39Z 285K followers, 309.2K engagements
"In the Roth vs Traditional debate make sure you are getting the foundational math correct. #rothira"
YouTube Link 2026-01-24T17:07Z 286K followers, [----] engagements
"Watch This Before You Do A Roth Conversion If you want to know how to approach a mathematically sound roth conversion strategy watch this video Social Security Taxability Video: https://youtu.be/NxH2jHzZwFo Get the Free Social Security Taxability Worksheet Here: https://theretirementnerds.com/social-security-worksheet/ Need help Email me Erik@TheRetirementNerds.com Visit our website: https://www.TheRetirementNerds.com Join our newsletter: https://theretirementnerds.com/newsletter/ ============================= This video is NOT sponsored. The Retirement Nerds is the no-cost educational"
YouTube Link 2026-02-10T03:36Z 286K followers, 20.6K engagements
"Medicare Supplement Plan (Medigap) Premium Hikes and What You Can Do Are your Medicare Supplement (Medigap) premiums going way up this year Youre not alone. In this video we break down the massive increases happening across many Medicare Supplement plans in [----] and most importantly what you can do about it. RATE INCREASE SPREADSHEET Go here to see the increases others are facing and add your experience: https://docs.google.com/spreadsheets/d/1vlhBCXNZkola_d5iFr66Y-6x0tm3K2Sk5IA3_79T-Bc/editusp=sharing THE RETIREMENT NERDS NEWSLETTER https://theretirementnerds.com/newsletter/ THE SODA FAMILY"
YouTube Link 2025-08-31T14:55Z 286K followers, 139.4K engagements
"How to Lower Your Medicare Part B Premium SSA [--] IRMAA Form If you are seeing a higher Medicare Part B premium than you think you should that is probably because of the Income Related Monthly Adjustment Amount (IRMAA). This happens if your income is considered high and they are looking at your tax return from two years ago. Watch this video to learn how to appeal This is for those whose income has dropped in the past two years which will potentially move you to a lower premium bracket for Medicare. Get the SSA-44 Form Here: https://www.ssa.gov/forms/ssa-44.pdf ================================"
YouTube Link 2023-09-10T15:00Z 285K followers, 24.4K engagements
"The [--] WORST States for Medicare Supplement Plans Medicare Supplement plans are better in some states than in others. It may be that the Medigap plans cost less in certain states. Or it is easier to switch between Medicare Supplement plans in some states versus others. In this video we go over the [--] WORST states for Medicare Supplement plans because of high costs or strange rules. Be sure to watch our video on the [--] BEST states for Medicare Supplement plans here: https://youtu.be/WtarWW-4yjM Check out our resources at https://TheRetirementNerds.com/ ============================= Send me a"
YouTube Link 2024-11-16T18:18Z 285K followers, 42.2K engagements
"2025 Medicare Cost Comparison Advantage vs Supplement Which will cost you more in [----] A Medicare Supplement Plan or a Medicare Advantage Plan We look at what your fixed and variable costs will be with an average Medicare Supplement Plan G vs a zero dollar Medicare Advantage plan. The numbers we use are averages from across the country. There are things outside of strictly dollars to consider with these plans. Always work with an agent on this decision. Full Breakdown of Advantage vs Supplement https://youtu.be/eOP76hMPiDs Switching from Advantage to Supplement https://youtu.be/Vnf5UmIclgI"
YouTube Link 2024-11-10T23:15Z 285K followers, 85.7K engagements
"I Looked At The Raw Data to Figure Out United Healthcare's Actual Denial Rate United Healthcare was infamously painted as denying 32% of all medical claims submitted by insurers. If this number is true there are some serious problems with the largest insurance carrier in the world. In this video I use the raw data cited in the article claiming this 32% number and what I found is depressing. I don't know how to put this nicely. If you are getting your information from news outlets. the information is warped and shaped in a way to make you upset or scared. I can't reach all of you but for those"
YouTube Link 2025-02-13T23:30Z 285K followers, 12.7K engagements
"How Much a $109000 Hip Replacement Ends Up Costing You on Medicare vs ACA š° A $116000 hip replacement surgery sounds outrageousbut how much do patients actually pay In this video we break down a real-life bill to show what someone with an ACA Marketplace plan paid. and how that compares to different Medicare options including: ā
Medicare Advantage (Part C)ā
Medigap Plan Gā
High-Deductible Plan Gā
Original Medicare (Parts A & B) We walk through deductible amounts coinsurance copays out-of-pocket maximums and surprise costs that catch people off guard. Whether you're close to retirement or"
YouTube Link 2025-07-27T21:30Z 286K followers, 41.6K engagements
"Emergency Surgery: Family Insurance vs Medicare Coverage When my daughter needed an emergency appendectomy we didnt have time to plan we just dealt with the hospital the surgery and then the bills. In this video I break down exactly how much the surgery cost how it was covered under a family health insurance plan and how the same emergency would be covered under Medicare with a Medigap Plan G versus a Medicare Advantage plan. This real-world comparison shows how deductibles out-of-pocket maximums copays and coverage rules play out when something unexpected happens. If youre trying to"
YouTube Link 2026-01-19T22:30Z 286K followers, 41.5K engagements
"How To Protect ANY Form of Real Estate You May Own with a Trust There are many ways to title your real estate properties but who or what entity owns that property can have significant consequences when we start talking about probate taxes and freedom to sell properties upon death. For most their home is their single biggest financial asset. Jim Burch masterfully explains the different ways to structure real estate to ensure your assets are passed on effectively and at the lowest cost. If you would like help with your estate plan here is Jim's information: Jim@EasyLegalPlanning.com"
YouTube Link 2024-11-21T22:45Z 285K followers, 41.1K engagements
"2026 Medicare Plans Are Here Heres What Stands Out The [----] Medicare plans are finally live and in this video I share my initial thoughts and reactions to whats changing whats surprising and what retirees and future enrollees need to keep in mind. OTHER USEFUL VIDEOS: Advantage Exits: https://youtu.be/8Pq6H7UZBbU Supplement Increases: https://youtu.be/7rHuyAmCtHY Drug Plan Finder Tutorial: https://youtu.be/C3bfwCfWYVw Supplement Increases Worksheet: https://docs.google.com/spreadsheets/d/1vlhBCXNZkola_d5iFr66Y-6x0tm3K2Sk5IA3_79T-Bc/editusp=sharing š Whether youre already on Medicare or"
YouTube Link 2025-10-01T16:01Z 286K followers, 104.1K engagements
"Exposing the TRUTH About Roth vs Traditional Accounts Financial Conversations If you want to know whether you should be using a Roth or Traditional Account watch this video Be sure to go to Zacc's free Financial Education Platform here: https://www.thefinancialcall.com/guided-path Need help Email me Erik@TheRetirementNerds.com Visit our website: https://www.TheRetirementNerds.com Join our newsletter: https://theretirementnerds.com/newsletter/ ============================= This video is NOT sponsored. The Retirement Nerds is the no-cost educational platform and serves to offer information"
YouTube Link 2023-08-27T17:43Z 285K followers, 1.7M engagements
"Annuities as withdrawal protection #finance #financialadvisor #financialplanning #annuity"
YouTube Link 2024-05-22T21:50Z 285K followers, [----] engagements
"Protect Yourself From Running Out of Money in Retirement If you are worried about running out of money during retirement you are not alone. There are things outside your control that will impact your retirement funds. However the more important things to worry about fall under your control and with some discipline and knowledge you can protect yourself against the external risks. Zacc's free Financial Education Platform here: https://www.thefinancialcall.com/guided-path The Financial Call YouTube Channel: https://www.youtube.com/@UCEVja2rDWYIJURrWahruyIw Free Withdrawal Strategy PDF:"
YouTube Link 2023-12-15T21:49Z 285K followers, 534.8K engagements
"How Much of Your Income Goes to Taxes As you prepare to file your taxes you will want to understand how your taxes are calculated to ensure you are making the most of your tax situation. There are different types of income tax rates and the progressive tax structure of the United States tax code. Zacc Call goes over how to simplify the taxation in America and where they may be some opportunities for you as you plan your tax filings. Get the full Money & Mind eBook for Free here: https://theretirementnerds.com/money-mind/ Get the Tax-Specific Money & Mind article here:"
YouTube Link 2025-02-03T23:15Z 285K followers, 28.8K engagements
"Think of Roth and Traditional as the "tax" garage. What you put in the garage is the investment"
YouTube Link 2026-02-01T19:44Z 286K followers, [----] engagements
"Medicare Just Proposed a Change And Insurance Stocks Are Crashing The Trump administration just announced much lower-than-expected Medicare payment increases for Medicare Advantage plans and the market reaction was immediate. Major health insurance companies saw their stock prices drop sharply raising serious questions about the future of Medicare Advantage benefits plan availability and costs for seniors. In this video I explain what this Medicare payment announcement actually means why Wall Street reacted so strongly and how reduced payment growth could impact Medicare Advantage plans going"
YouTube Link 2026-01-27T23:44Z 286K followers, 50.6K engagements
"The Battle of Cancer Coverage: Medicare Advantage vs. Medicare Supplement How does Medicare cover cancer Maybe the better question is - how do Medicare Supplement (Medigap) and Medicare Advantage plans cover cancer. We'll look at some actual costs for someone currently going through chemotherapy to show how Medicare works with Original Medicare only vs Original Medicare and a Supplement Plan G vs a Medicare Advantage plan. Did the results surprise you Need help Email me Erik@TheRetirementNerds.com Visit our website: https://www.TheRetirementNerds.com Federal Disclaimer: We do not offer every"
YouTube Link 2023-05-19T19:17Z 286K followers, 214.2K engagements
"Which Financial Professional You Are Working With And How They Are Paid There are many financial professionals out there and it gets hard differentiating which one you need how they are paid and which have conflicting incentives with your hard earned money. Zacc Call President of Capita Financial Network goes through the different financial professionals what services they can offer how they are paid and how to know which you should be working with. Download the Financial Professional Reference Sheet here: https://theretirementnerds.com/financial-professionals-guide/ Hear more from Zacc on"
YouTube Link 2024-05-16T21:00Z 286K followers, 203.8K engagements
"HSA Contribution Rules You Do NOT Want to Get Wrong You must stop HSA contributions at specific time-periods. But more importantly understanding HOW MUCH you are allowed to contribute to an HSA will help you avoid penalties fees and additional taxes. Check out our resources at https://TheRetirementNerds.com/ ============================= Send me a message Erik@TheRetirementNerds.com ============================= ============================= Be Sure to Subscribe to our Channel ============================= YouTube: @theretirementnerds"
YouTube Link 2025-01-07T23:15Z 285K followers, 21.5K engagements
"CMS L564 Form Tutorial - The Form YOU MUST USE If Signing Up For Medicare AFTER [--] Part [--] of [--] If you are signing up for Medicare after age [--] you will need to have your employer (or your spouse's employer) fill out the CMS-L564 form. Watch this video for detailed instructions on how to do it Download the form here: https://www.cms.gov/medicare/cms-forms/cms-forms/cms-forms-items/cms009718 Scroll down to where it says "Downloads" The link with the "E" at the end is the English version. The link with the "S" at the end is the Spanish version. Need help Email me Erik@TheRetirementNerds.com"
YouTube Link 2023-09-01T16:11Z 286K followers, [----] engagements
"How the New Tax Law Will Actually Affect Your Tax Bill ($6000 Senior Deductions Roth IRA) The Big Beautiful Bill is making waves and its bringing some important changes for retireesespecially when it comes to tax deductions. In this video Ill break down exactly how this new legislation affects retirement savings tax breaks and the financial future of retirees by drawing out the various deductions in context with your income. If youre wondering how the Big Beautiful Bill could impact your taxes pension plans or deductions this video is for you Ill cover: * Key tax deductions for retirees"
YouTube Link 2025-07-07T18:50Z 286K followers, 2.7M engagements
"Tax Benefit #1 of giving to charity. #finance #tax #charity"
YouTube Link 2025-05-28T14:17Z 285K followers, [----] engagements
"Sign Up For Medicare Part B CMS-40B Form Tutorial If you are signing up for Medicare after the age of [--] you will need to fill out the CMS-40B form. Watch this video to learn exactly what you need to to do Need help Email me Erik@TheRetirementNerds.com Visit our website: https://www.TheRetirementNerds.com Join our newsletter: https://theretirementnerds.com/newsletter/ ============================= This video is NOT sponsored. The Retirement Nerds is the no-cost educational platform and serves to offer information around Medicare Social Security Financial Planning and Estate Planning."
YouTube Link 2023-08-31T21:57Z 286K followers, [----] engagements
"What You Need to Know About Social Security's Full Retirement Age When to File For Social Security To know when you should file for Social Security you need to understand your Full Retirement Age. Taking Social Security early means a reduced benefit. Waiting to take Social Security means growth on your payments. Let's talk about what could make sense for you. Need help Email me Erik@TheRetirementNerds.com Visit our website: https://www.TheRetirementNerds.com Chapters: 0:00 Introduction 0:38 Full Retirement Age Dates 1:27 Taking BEFORE Your FRA 1:56 Taking AFTER Your FRA 2:15 Real Example 2:37"
YouTube Link 2023-05-14T13:59Z 286K followers, 52.4K engagements
"Here is Who Will Get an Increase to their Social Security Benefits The Social Security Fairness Act HR [--] concerning the Windfall Elimination Provision and Government Pension Offset was signed into law on January [--] [----] by President Joe Biden. Tyler Williamson from Capita Financial Network explains what this means for those impacted. This impacts [---] million Americans who had their Social Security Benefits reduced by the Windfall Elimination Provision (WEP) or the Government Pension Offset (GPO). The impact of this Act will cause an average increase of about $360 per month for those impacted"
YouTube Link 2025-01-10T00:49Z 285K followers, 264.1K engagements
"1% fee for investment management only is too much. #financialadvisor #finance #financialplanning"
YouTube Link 2024-05-19T16:00Z 286K followers, 10.7K engagements
"Watch Out Federal Employees Make Sure You Know Your Medicare Options Federal Employees who qualify for Federal Employee Health Benefits also known as FEHB have some interesting options when it comes to Medicare coverage. Do you take Medicare Part A only Or do you get Part A and Part B Should you drop FEHB for a Medicare Advantage plan Or possibly a Medicare Supplement plan We go through the different scenarios and explain which option makes the most sense for certain people. OPM Website Links Medicare vs FEHB Enrollment"
YouTube Link 2024-01-19T22:32Z 285K followers, 31.8K engagements
"The Easiest Way to Find The Lowest-Cost Medicare Drug Coverage in [----] The Medicare Annual Enrollment Period is here From October 15th to December 7th you have a chance to review and change your Medicare Part D (prescription drug) plan and choosing the right plan could save you hundreds of dollars in [----]. In this video Erik Soderborg from The Retirement Nerds shows you exactly how to compare plans and find the lowest-cost Medicare Part D drug plan for [----] using the official Medicare.gov Plan Finder. Checklist for those whose Advantage plan is exiting:"
YouTube Link 2025-10-15T16:59Z 286K followers, 57.3K engagements
"How Much Cataract Surgery Cost You on Medicare: Advantage vs Supplement Plan Costs Compared If you're wondering how Medicare would cover cataract eye surgery and how much you would actually pay on Medicare Advantage versus Medicare Supplement plans this video has the real answers. We break down the true out-of-pocket costs for glaucoma surgery under: Medicare Supplement Plan G Medicare Supplement Plan N High Deductible Plan G Medicare Advantage plans Special thank you to our friend Bob for his help in making this video RELATED VIDEOS: https://youtu.be/0nwFTgl2GD0 https://youtu.be/Yf_LRloXmSo"
YouTube Link 2025-12-05T00:50Z 286K followers, 37.6K engagements
"Common Mistakes that Ruin an Estate Plan and Trust Do not make these [--] common mistakes related to setting up your Living Trust. Making these mistakes can lead to a world of hurt for you and your family. Jim Burch outlines these mistakes and how to avoid or correct them if you've put together a Living Trust. Connect with Jim and his team to get your Estate Plan put together here: https://easylegalplanning.com/ Check out our resources at https://TheRetirementNerds.com/ ============================= Send me a message Erik@TheRetirementNerds.com ============================="
YouTube Link 2024-12-30T23:15Z 286K followers, 83.6K engagements
"Here's How Much Will Your Social Security Be Taxed. Again. A lot of rumors swirling around Social Security. More specifically how Social Security is taxed. You were already taxed with FICA taxes to earn Social Security and now it can be taxed. again The answer is yes up to 85% of your Social Security income may be taxable. We'll walk you through how it all works. How much of your Social Security that will be taxable depends on how much other income you make. This video will show you how to determine how much of your Social Security income will be taxable and exactly what that means. You can"
YouTube Link 2024-02-08T22:00Z 286K followers, 603.6K engagements
"Do You REALLY Need Medicare Advantage Or Supplement Plan Is Original Medicare enough coverage for your needs Would getting an Advantage plan or a Medigap plan just be a waste of money In this video I break down the costs of [--] procedures to show how much you would save or lose on Original Medicare only versus Medicare Supplement Plan G Plan N High Deductible G and an Advantage plan. Here are the individual cost-comparison videos for more details on each procedure: [--]. https://youtu.be/p2qDOQmYJqw [--]. https://youtu.be/9Lx3BntZWkU [--]. https://youtu.be/Ykvrrd8VxIY [--]. https://youtu.be/77YF-TL0n-8"
YouTube Link 2025-04-03T23:45Z 286K followers, 325.3K engagements
"Medicare Advantage Plans Leaving in [----] 1000000+ Seniors Impacted Over [-------] people will be losing their Medicare Advantage plan beginning January 1st [----]. United healthcare announced plan exits that will impact 600000+ members. Other large and small carriers will follow suit. Luckily you have options. THE CHECKLIST Click here to get the Guarantee Issue Checklist if you are hoping to do this in a state where it's difficult to get an agent to help: https://theretirementnerds.com/wp-content/uploads/2025/11/2026-Guarantee-Issue-Checklist_1.pdf States that have some form of payment for agents"
YouTube Link 2025-08-29T23:45Z 286K followers, 1.9M engagements
"Step-by-Step Guide To Setting Up Your My Social Security Account Correctly Here is how you can quickly and effectively access your Social Security information online by setting up a My Social Security Account. Setting up a My Social Security account on SSA.gov allows you to estimate your future benefits updating personal information and replace a lost Social Security card.Youll also need a My Social Security Account to sign up for Medicare online. The process can be a bit tricky but this tutorial should help make it easy and keep you from making common mistakes. If you need help with Medicare"
YouTube Link 2025-03-07T03:12Z 286K followers, 143.1K engagements
"Medicare Explained for [----] All Parts Costs and Rules Medicare can be confusing with all the different parts letters premiums deductibles and rules its no wonder people feel overwhelmed. This video breaks down exactly how Medicare works in [----]. We cover: Medicare Parts A B C and D What each part covers (and doesnt) Medicare Supplement (Medigap) vs. Medicare Advantage [----] updates on costs plan changes and enrollment rules How to avoid common Medicare mistakes š Whether youre new to Medicare helping a parent or just want to understand how it all works this video will give you a clear"
YouTube Link 2025-11-27T00:45Z 286K followers, 19.7K engagements
"How to Make Big Purchases Without Triggering a TAX BOMB Retirees need to keep both Tax Consequences AND Investment Preparation Strategies in mind when planning for a big purchase. There are tax-efficient and investment-efficient ways to make these purchases along with other implications like your future Medicare premiums to keep in mind. TIME CODES 0:00 Question from Joe 0:25 What is a "Big" Purchase 1:55 Tax vs Investments 3:48 Tax Strategy #1 9:31 Tax Strategy #2 11:04 IRA vs 401k Differences 17:14 Tax Strategy #3 23:11 Tax Strategy #4 29:45 Tax Strategy #5 43:00 Tax Strategy #6 49:01"
YouTube Link 2025-12-27T02:37Z 286K followers, 37.2K engagements
"Where Most People Get the Roth vs Traditional Math Wrong Should you choose a Roth or Traditional account Zacc Call discusses the math that most people get wrong when analyzing whether or not a Roth (or Roth Conversion) or a Traditional account puts them in the best tax position in retirement. If youve ever wondered which account type will leave you with more money in retirement this interview breaks it down with clarity examples and powerful insights. RELATED VIDEOS: https://youtu.be/VHHNYdpVwrU ZACC'S CHANNEL: https://www.youtube.com/@ZaccMoneyEducation ā
Topics covered: The math mistake"
YouTube Link 2025-09-16T23:44Z 286K followers, 248.5K engagements
"CPA Explains How to Gift Money to Your Kids the Right Way If you want to help your children financially without triggering unnecessary taxes or IRS headaches Daniel the CPA explains how to do this in the smartest most tax-efficient ways. We cover the annual gift tax rules common mistakes retirees make misunderstanding step up in basis how gifts can impact your overall tax picture and the strategies CPAs use to transfer wealth while minimizing taxes. If youre thinking about helping your kids with a home education or everyday expenses this interview will help you avoid costly errors. Daniel"
YouTube Link 2026-01-22T01:51Z 286K followers, 21.9K engagements
"Medicare Advantage vs Supplement Plans (2026 Update) Full Comparison The biggest question in Medicare is whether to take a Medicare Advantage or Medicare Supplement plan Seniors across America are faced with this choice and making the wrong pick could result in significant consequences. This video dives into an honest look at the real pros and cons of Medicare Advantage plans versus Medicare Supplement plans with real data and [----] cost updates with the hope that you will better understand how each works so you can make the best decision for you. RELATED VIDEOS: Switching Supplement Plan"
YouTube Link 2025-11-23T23:20Z 286K followers, 30.6K engagements
"The Differences are Bigger Than You Think Medicare Advantage vs Supplement Looking for an unbiased comprehensive review of Medicare Advantage and Supplement plans Look no further In this video we'll discuss the pros and cons of each type of plan and help you make an informed decision about which is best for you. Medicare Advantage and Supplement plans are a big part of the healthcare system in the United States and it can be difficult to understand the different options available to you. In this video we'll provide you with all the information you need to make an informed decision about"
YouTube Link 2023-10-29T11:30Z 286K followers, 926.2K engagements
"Make Sure You Understand the Weaknesses of an HSA Health Savings Accounts (HSA) are incredible financial tools but they do have some challenges that keep them from being the perfect account. You'll learn about the important weaknesses of the HSA account. If you are close to Medicare and have an HSA you need to watch this video: https://youtu.be/xKuXEojvdmA Check out our resources at https://TheRetirementNerds.com/ ============================= Send me a message Erik@TheRetirementNerds.com ============================= ============================= Be Sure to Subscribe to our Channel"
YouTube Link 2024-04-11T22:32Z 286K followers, 84.6K engagements
"Start Here If You Need Medicare: How Every Part Works (Parts A B C D Medigap & Advantage) If you have been trying to understand how Medicare works and which plans you should get. this video is for you. Think of this as a Medicare [---] where we go over the different parts of Medicare - Part A (Hospital) Part B (Medical) Part C (Advantage) and Part D (Drugs). We also cover the differences between Medicare Advantage and Medicare Supplement plans in a simple way that is easy to understand and without underlying bias. Here are some other videos we mention in this one that go into deeper"
YouTube Link 2025-03-27T22:30Z 286K followers, 126K engagements
"Before You Go Roth [--] Costly Mistakes Many People Dont Understand Thinking of contributing to a Roth IRA or doing a Roth conversion Before you do make sure youre not falling into one of the [--] most common mistakes people make. In this episode of The Retirement Nerds Erik Soderborg sits down with Zacc Call to break down critical errors that could cost you more in taxes hurt your retirement income strategy or derail your financial plan altogether. š In this video: When Roth conversions hurt more than they help The tax trap of bracket creep Why Roth isnt always right for high earners Mistakes"
YouTube Link 2025-10-23T23:45Z 286K followers, 101.2K engagements
"4 HSA Hacks That Will Supercharge Your Wealth A Health Savings Account is an incredibly powerful way to supercharge your retirement wealth. The triple tax advantage of HSAs is hard to ignore and in this video we'll show you [--] easy ways to put your HSA on steroids. We go over the important tax benefits and investment options. Don't miss out on this smart saving strategy Here is a list from Health Equity of Qualified Medical Expenses (QME): https://www.healthequity.com/hsa-qme Need help Email me Erik@TheRetirementNerds.com Visit our website: https://www.TheRetirementNerds.com Join our"
YouTube Link 2024-01-28T14:55Z 286K followers, 1.3M engagements
"The Right Way to Fund Your Trust - The [--] Key Assets To Get Into Your Trust In this interview Jim Burch with EasyLegalPlanning.com outlines one of the most critical (and overlooked) parts of estate planning funding your trust. Your Trust is worthless if you have not properly funded the trust. Jim walks through the [--] key types of assets that should go into your trust and explains exactly how to fund each one including: [--]. Real Estate [--]. Bank Accounts [--]. Brokerage Accounts [--]. Life Insurance [--]. Retirement Accounts [--]. Personal Property [--]. Business Assets š If youve created a living trust (or are"
YouTube Link 2025-09-09T21:51Z 286K followers, 34.8K engagements
"The Hospital Bill That Explains Everything Wrong With US Healthcare The largest medical bill ever recorded was over $21 million but the real shock isnt the number its who actually paid it. In this video I break down the worlds most expensive healthcare bills including a $21 million hospital stay $10+ million transplant cases and why these numbers exist in the first place. Well uncover how hospital chargemasters work why sticker price healthcare bills are misleading and how costs are spread across patients insurance companies employers taxpayers and hospitals themselves. Using real cases"
YouTube Link 2026-02-12T01:01Z 286K followers, [----] engagements
"Medicare Cost Comparison Advantage vs Supplement Which will cost you more in [----] A Medicare Supplement Plan or a Medicare Advantage Plan We look at what your fixed and variable costs will be with an average Medicare Supplement Plan G Plan N and High Deductible Plan G vs a zero dollar Medicare Advantage plan. The numbers we use are average costs nationwide. We do not address all of the positives and negatives of each plan (Supplement and Advantage). There are things outside of strictly dollars to consider with these plans. Always work with an agent on this decision. Link to IRMAA Chart:"
YouTube Link 2025-12-15T01:31Z 286K followers, 15.8K engagements
"Are You Prepared For Long Term Care Long Term Care [---] Here is the link to mess with the long term care insurance cost vs. benefit calculator. For those of you who want to explore your options just complete the short form on that page and we will connect you with a specialist: https://partner.buddyins.com/retirementnerds Marc Glickman is the CEO of Buddy Ins and helps people all over the country plan for the four major long term care questions: [--]. Where will I receive care [--]. Who will provide the care [--]. How much will it cost [--]. How will I pay for it Other Resources: Free Retirement Nerds"
YouTube Link 2025-05-13T22:01Z 286K followers, 21.5K engagements
"How Living in Pennsylvania Affects Your Medicare Choices A MOM State Pennsylvania is a unique state when it comes to Medicare because you are what is referred to as a MOM state. This stands for Medicare Overage (or Overcharge) Measures. This protects those on Medicare supplement plans from experiencing excess charges from providers in Pennsylvania. In this video I go over even more Medicare rules and costs that you should be aware of in Pennsylvania. Here is the list of Special Enrollment Period options:"
YouTube Link 2024-09-05T22:00Z 139K followers, [----] engagements
"How Living in New Jersey Affects Your Medicare Choices If you are considering Medicare in New Jersey there are some thing you'll want to know. Like. how much are Medicare Supplement aka Medigap plans Are Medicare Advantage plans any good Are there any protections for those who get Medicare pre-65 In this video I go over even more Medicare rules and costs that you should be aware of in New Jersey. Here is the list of Special Enrollment Period options: https://www.medicare.gov/basics/get-started-with-medicare/get-more-coverage/joining-a-plan/special-enrollment-periods Check out our resources at"
YouTube Link 2024-09-10T01:22Z 139K followers, [----] engagements
"Filing Taxes in [----] Here's How Your Social Security Will Be Taxed A lot of rumors swirling around Social Security. More specifically how Social Security is taxed. You were already taxed with FICA taxes to earn Social Security and now it can be taxed again The answer is yes up to 85% of your Social Security income may be taxable. We'll walk you through how it all works. Watch the updated video here: https://youtu.be/-ifv6Y6migk Download the Worksheet Used in the Video: https://theretirementnerds.com/social-security-worksheet/ If you would like the financial advisors here to go through your"
YouTube Link 2023-02-10T16:58Z 173K followers, 285.9K engagements
"What Do You Need To Look Out For In The Mail #shorts #90daysfromretirement"
YouTube Link 2022-12-22T21:31Z 255K followers, [----] engagements
"Average Medicare costs in North Carolina. #shorts #medicare"
YouTube Link 2024-11-13T18:00Z 144K followers, [---] engagements
"Medical Power of Attorney explained. #legal #fyp #willsandtrusts #estateplanning"
YouTube Link 2025-05-26T16:13Z 184K followers, [----] engagements
"Who sells the house with a trust #legal #fyp #estateplanning #willsandtrusts #realestate"
YouTube Link 2025-06-02T01:52Z 185K followers, 11.6K engagements
"Do Not Fall For the Medicare Tricks that are Actually Insurance Fraud Lying on an insurance application is insurance fraud. If you are being instructed to lie to an insurance company or to Medicare stop what you are doing. Do Not Commit Insurance Fraud. Do not work with individuals who are trying to convince you to commit fraud. It will not work out the way you hope. Check out our resources at https://TheRetirementNerds.com/ ============================= Send me a message Erik@TheRetirementNerds.com ============================= ============================= Be Sure to Subscribe to our"
YouTube Link 2024-12-05T20:18Z 154K followers, [----] engagements
"Here's How Much We Paid With Medicare Medicare Supplement vs Advantage A family member of mine saw over $5300 in prescription drug costs as a result of a heart attack. In this video I show how much she would have had to pay if she were on Original Medicare and a Medicare Supplement plan with a standalone Part D drug plan versus a Medicare Advantage plan that has a Part D drug plan included. Medicare.gov [----] Drug Plan Tool Tutorial: https://youtu.be/fWfgScM2HQ4 Need help Email me Erik@TheRetirementNerds.com Visit our website: https://www.TheRetirementNerds.com Join our newsletter:"
YouTube Link 2024-09-22T14:01Z 139K followers, [----] engagements
"The 6% Rule Isn't What You Think All signs point to Medicare Part D premiums increasing significantly in [----]. There is a rule limiting the base Part D premium from increasing by more than 6% but that doesn't mean what you think it means. We explain exactly what is going on with Medicare Part D rules. Check out our resources at https://TheRetirementNerds.com/ ============================= Send me a message Erik@TheRetirementNerds.com ============================= ============================= Be Sure to Subscribe to our Channel ============================= YouTube: @theretirementnerds"
YouTube Link 2024-06-04T21:00Z 250K followers, 17.9K engagements
"Dramatic Change in Taxes #investing #retirement #finance #shortsfeed #90daysfromretirement"
YouTube Link 2023-12-22T21:05Z 42.8K followers, [----] engagements
"Estate planning when you have at-risk heirs. #shorts #legal #willsandtrusts"
YouTube Link 2025-05-23T14:25Z 184K followers, [----] engagements
"Power of Attorney is no longer in effect upon death. #legal #fyp #estateplanning #powerofattorney"
YouTube Link 2025-06-16T18:03Z 248K followers, [----] engagements
"Medicare Advantage Plan DRUG COVERAGE Myths Busted Medicare is complicated enough. Start throwing in YouTube comments and Reddit posts that are not true at all make the whole scene even more complicated. This is the first edition of our Mythbuster series where we tackle the questions and comments that come through around Medicare. Let me know if we should continue this idea. Check out our resources at https://TheRetirementNerds.com/ ============================= Send me a message Erik@TheRetirementNerds.com ============================= ============================= Be Sure to Subscribe to"
YouTube Link 2024-10-24T21:45Z 257K followers, [----] engagements
"Watch Out For THIS When Making Medicare Decisions #retirement #medicare #shortsfeed Watch The Full "Dark Side Of Medicare" Video Here: https://youtu.be/3pF6F811iTc"
YouTube Link 2023-10-05T17:22Z 187K followers, [----] engagements
"Are You and YOUR SPOUSE on the Same Page with Money #financetips #couplegoals #financialeducation"
YouTube Link 2024-10-23T00:05Z 257K followers, [----] engagements
"How Living in Alabama Affects Your Medicare Choices Rules and Costs Alabama's Medicare plan costs are lower than the national averages. The rules here follow the national rules and guidelines making Alabama a pretty straightforward state when it comes to Medicare. In this video I go over how Medicare works in Alabama with some details that may prove useful for you. ============================= Need Medicare help Send me a message Erik@TheRetirementNerds.com ============================= Check out our resources at https://TheRetirementNerds.com/ ============================= Be Sure to"
YouTube Link 2024-08-21T21:00Z 223K followers, [----] engagements
"Maximizing Retirement Income #retirement #retirementplanning #money #finance #education #shortsvideo Watch The Full Conversation On Our Channel Check out our NO COST resources for Medicare at https://90daysfromretirement.com/ [--] Days From Retirement is the no-cost educational platform and serves to offer information around Medicare Social Security Long Term Care and Estate Planning. ============================= Send me a message Erik@90daysfromretirement.com ============================= ============================= Be Sure to Subscribe to our Channel ============================= YouTube:"
YouTube Link 2024-03-02T17:30Z [--] followers, [----] engagements
"3rd Lowest Penetration Rate in the Country How Living in Maryland Affects Your Medicare Choices Medicare plans and options in Maryland bring some interesting changes to most other states. Maryland is a newer Guarantee Issue state. This means you have a window around your birthday where you can switch Medicare Supplement plans with no medical underwriting. Medigap plan costs in Maryland are higher than the national average and so are your Medicare Advantage plan average Maximum out of Pocket numbers. In this video I'll go over what you need to know if you are considering Medicare in Maryland."
YouTube Link 2024-09-03T21:24Z 180K followers, [----] engagements
"The REALITIES of Timing the Stock Market Financial Conversations If you want to know the realities of timing the Stock Market watch this video Visit Dallin's website for more useful videos here: https://www.epwealth.com/dallin-cutler-financial-insight Book of historical returns data Dallin referenced: https://static1.squarespace.com/static/5a29de13e5dd5b5fb7021e6c/t/645e5f124644cd2b57964f39/1683906326686/matrix-book-2023_usd-us.pdf Check out our NO COST resources for Social Security and Medicare at https://90daysfromretirement.com/ Join our community TODAY through our newsletter at:"
YouTube Link 2023-09-21T23:34Z 42K followers, [--] engagements
"Here is How Much Your Social Security Check is Going UP in [----] Every year the Social Security Administration adds a Cost of Living Adjustment (COLA) to your Social Security benefits. It's supposed to closely follow inflation to allow beneficiaries to have income that keeps up with rising costs. In this video I'll go over the announcement and the context around what this increase means for you. Here is the release from SSA: https://www.ssa.gov/cola/ Check out our resources at https://TheRetirementNerds.com/ ============================= Send me a message Erik@TheRetirementNerds.com"
YouTube Link 2024-10-11T16:57Z 186K followers, 281.2K engagements
"When Should You Update Your Will or Trust Estate Planning w/ Jim Burch In this interview Erik Soderborg sits down with estate planning expert Jim Burch to answer one of the most common (and important) legal questions: When should you update your will or trust Whether you already have an estate plan in place or you're wondering if it's time to revisit it Jim outlines the key life events financial changes and family situations that should trigger a review or amendment of your trust or will. Here is the Estate Planning [---] Video for more background: https://youtu.be/nkFQmsdCW-I"
YouTube Link 2025-10-09T23:45Z 286K followers, [----] engagements
"HSA money is the best money you can get from a long-term tax-advantaged perspective. #finance"
YouTube Link 2024-10-24T01:23Z 227K followers, [----] engagements
"Earnings limits apply to IRA not 401(k) #shorts #90daysfromretirement #retirement #ira #investing"
YouTube Link 2024-01-03T17:15Z 186K followers, [----] engagements
"Average Medicare costs in South Dakota. #shorts #medicare"
YouTube Link 2024-11-15T18:20Z 146K followers, [---] engagements
"Is Florida Medicare Actually Affordable #shorts Here are the average costs for Medicare in Florida for Medicare Supplement Plan G Plan N and Advantage plans. Check out our resources at https://TheRetirementNerds.com/ ============================= Send me a message Erik@TheRetirementNerds.com ============================= ============================= Be Sure to Subscribe to our Channel ============================= YouTube: @theretirementnerds ============================================================ Join our newsletter for monthly tips book recommendations and personal stories"
YouTube Link 2024-11-02T00:30Z 141K followers, [---] engagements
"What will your tax situation look like in retirement #retirement #tax #finance"
YouTube Link 2024-10-24T15:24Z 176K followers, [----] engagements
"Big Beautiful Bills Lawsuits and Audits - How This News Affects You What is the state of Medicare given the news stories talking about cuts lawsuits government audits and rising rates We go over what is happening and whether or not it impacts you. Sources: Newest Bill Proposal: https://www.congress.gov/bill/119th-congress/house-bill/1/text Medicare CBO Estimates https://www.cbo.gov/system/files/2025-05/61423-PAYGO.pdf Health Provisions in the [----] Budget Reconciliation Bill: https://www.kff.org/tracking-the-health-savings-accounts-provisions-in-the-2025-budget-bill/ Medicare Advantage Audits"
YouTube Link 2025-05-25T17:49Z 184K followers, 13.6K engagements
"GENERATIONAL Wealth Does Not Come From IRAs and 401(k)s Zacc Call talks about how VERY financially well-off people turn that into generational wealth by building non-retirement opportunities into huge money-generating opportunities. Get The [--] Prosperity Projects book here: https://amzn.to/4dvxWgA Watch the full episode here: https://youtu.be/voWbWZ9tu04 Watch Project 7: Swing for the Fences https://youtu.be/ErVQPVM_oOk Check out our resources and reach out for help at https://TheRetirementNerds.com/ ============================= Send me a message Erik@TheRetirementNerds.com"
YouTube Link 2024-10-29T00:00Z 224K followers, [----] engagements
"Maximizing Tax Savings #retirement #retirementplanning #podcast#finance #finances #financialplanning Watch Full Conversation On Our Channel Check out our NO COST resources for Medicare at https://90daysfromretirement.com/ [--] Days From Retirement is the no-cost educational platform and serves to offer information around Medicare Social Security Long Term Care and Estate Planning. ============================= Send me a message Erik@90daysfromretirement.com ============================= ============================= Be Sure to Subscribe to our Channel ============================= YouTube:"
YouTube Link 2024-03-21T17:30Z 141K followers, [----] engagements
"Your Emergency Fund is More Important than Most Realize #retirementnerds #financialeducation"
YouTube Link 2024-10-22T19:13Z 257K followers, [----] engagements
"Using property in a trust is easy. #legal #estateplanning #willsandtrusts"
YouTube Link 2024-12-15T22:33Z 158K followers, [----] engagements
"How to Pick the Lowest-Cost Medicare Part D Drug Plan for Your Prescriptions Medicare Part D Prescription Drug Plans are now live for [----] and in this video I'll show you exactly how to find out which plan will save you the most money this next year. Medicare.gov has a great drug plan search tool and we go through how to use it in a step-by-step tutorial. Here is the Medicare.gov website: https://www.medicare.gov/ Check out our resources at https://TheRetirementNerds.com/ ============================= Send me a message Erik@TheRetirementNerds.com ============================="
YouTube Link 2024-10-15T22:33Z 267K followers, 126.3K engagements
"What Are The Different Stock Markets #shorts #investing #stocks #stockmarket #stockmarketnews Watch the full conversation here: https://youtu.be/7yRtWu7c3Yk"
YouTube Link 2023-09-25T14:57Z 141K followers, [----] engagements
"Solving for the big What Ifs. What if you are disabled and don't pass away #finance"
YouTube Link 2024-10-26T16:17Z 257K followers, [----] engagements
"Is Maryland Medicare Actually Affordable #shorts Here are the average costs for Medicare in Maryland for Medicare Supplement Plan G Plan N and Advantage plans. Check out our resources at https://TheRetirementNerds.com/ ============================= Send me a message Erik@TheRetirementNerds.com ============================= ============================= Be Sure to Subscribe to our Channel ============================= YouTube: @theretirementnerds ============================================================ Join our newsletter for monthly tips book recommendations and personal stories"
YouTube Link 2024-11-07T03:30Z 142K followers, [--] engagements
"Is Your Home Insurance Actually Protecting You Buying a home Already own one This Homeowners Insurance [---] video breaks down everything you need to know about protecting your biggest investment. Here is where you can get a quote of your own with my partners at InsureOne: https://trn.insureonepremier.com/ Dedicated #: 1-877-755-6258 In this video I go over what homeowners insurance actually covers what it doesnt how to avoid common mistakes and how to get the right coverage without overpaying. Whether you're a first-time buyer or just reviewing your current policy this is your complete guide"
YouTube Link 2025-08-25T23:30Z 286K followers, 14.7K engagements
"Step [--] of your Trust: Naming beneficiaries. #legal #estateplanning #willsandtrusts #fyp"
YouTube Link 2025-05-25T15:52Z 184K followers, [----] engagements
"7 Social Security Myths People STILL Believe Social Security myths are constantly spread through news outlets and sites that demand attention. Here are [--] common myths about Social Security that are. in most cases. fortunately not true. Benefits Received vs Paid In Data: https://www.urban.org/sites/default/files/2023-12/social_security_medicare_tpc.pdf "Raiding" Social Security Fact Check: https://www.ssa.gov/history/InternetMyths2.html Check out our resources at https://TheRetirementNerds.com/ ============================= Send me a message Erik@TheRetirementNerds.com"
YouTube Link 2025-06-12T00:15Z 258K followers, [----] engagements
"How ORIGINAL MEDICARE leaves you exposed Cost of Original Medicare vs Plan G vs Advantage Some feel they should stick with Original Medicare only and forego the Supplement vs Advantage decision. In this video we breakdown some cost examples of what they would look like with Original Medicare only vs a Supplement Plan G vs Advantage. Need help Email me Erik@TheRetirementNerds.com For even more on retirement visit our website: https://www.TheRetirementNerds.com Federal Disclaimer: We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer"
YouTube Link 2022-12-09T18:54Z 186K followers, 21.3K engagements
"You NEED To Know THIS Before Taking Social Security #retirement #investing #socialsecurity Watch Full Video Here: https://youtu.be/KXFqGra9qHI"
YouTube Link 2023-10-03T20:35Z 140K followers, [----] engagements
"Smart Strategies for Couples: Boost Your Social Security Benefits Living Spousal Strategies Social Security has important Spousal Benefits that will impact how much you and your spouse will be able to claim. If you are currently married you and your spouse have decisions that can make a big difference in how much monthly income you receive from Social Security. Need help Email me Erik@TheRetirementNerds.com Visit our website: https://www.TheRetirementNerds.com Chapters: 0:00 Introduction 0:25 Example 1: Take Spousal Benefit 1:08 Example 2: Take Personal Benefit 1:26 Example 2b: Restricted"
YouTube Link 2023-05-23T19:37Z 182K followers, 23.5K engagements
"What Are Their Plans for MEDICARE and SOCIAL SECURITY We are not tied to nor are we endorsing either candidate. Our responsibility is to show you creditable sources around each candidate's stated intentions with Medicare and Social Security. We hope this is useful. Please get out and vote. Harris/Walz Policy Document: https://kamalaharris.com/a-new-way-forward/ Trump/Vance Policy Document: https://www.donaldjtrump.com/platform ============================= Need Help with Medicare or Social Security We offer no-cost help for both. Connect with us at https://TheRetirementNerds.com/"
YouTube Link 2024-11-01T22:37Z 140K followers, [----] engagements
"How Living in Oklahoma Affects Your Medicare Choices Newer Guarantee Issue State Oklahoma's Medicare situation is quite unique. You have special rules allowing people to switch supplement plans much more easily. In this video I go over how Medicare works in Washington with some details that may prove useful for you. If you plan on Traveling. let ET Family Travel get everything done for you: https://www.etfamilytravel.com/ ============================= Need Medicare help Send me a message Erik@TheRetirementNerds.com ============================= Check out our resources at"
YouTube Link 2024-08-11T14:00Z 139K followers, [----] engagements
"This is When Losing Money on Risks Doesnt Matter Zacc Call talks about when someone reaches a level of wealth to where they have earned the freedom to take more aggressive risks with their money. Even if their adventures result in the investments going to zero they are taking risks that could result in massive amounts of wealth. You do not sacrifice your foundation at this step but with left over funds you can mess around a bit. Get The [--] Prosperity Projects book here: https://amzn.to/4dvxWgA Watch the full episode here: https://youtu.be/voWbWZ9tu04 Check out our resources and reach out for"
YouTube Link 2024-10-31T18:26Z 257K followers, [----] engagements
"Standard deduction vs Itemized explained.#tax #taxplanning #fyp #charity #finance"
YouTube Link 2025-05-28T01:32Z 239K followers, [----] engagements
"The Extreme Approach to Roth Conversions #advice #finance #financetips #retirement #podcast #shorts Watch The Full Conversation On Our Channel Here is where to get the Spreadsheet referenced in the video: https://theretirementnerds.com/social-security-worksheet/ Need help with your Social Security Strategy Email me Erik@TheRetirementNerds.com Visit our website: https://www.TheRetirementNerds.com Join our newsletter: https://theretirementnerds.com/newsletter/ ============================= #medicare #90daysfromretirement #socialsecurity #socialsecuritytax Federal Disclaimer: We do not offer"
YouTube Link 2024-02-22T18:00Z 186K followers, [----] engagements
"Negotiations Tips to Raising Your Salary #finance #financialeducation"
YouTube Link 2024-10-28T16:00Z 257K followers, [---] engagements
"5th Lowest Penetration Rate in the Country How Living in Delaware Affects Your Medicare Choices Delaware you are a unique little state with mostly normal rules around Medicare plan options. You have a higher than normal Medicare Supplement plan penetration rate and a lower than normal Advantage plan penetration rate. In this video I go over what you need to know if you are considering Medicare in Delaware. Here is the list of Special Enrollment Period options: https://www.medicare.gov/basics/get-started-with-medicare/get-more-coverage/joining-a-plan/special-enrollment-periods Check out our"
YouTube Link 2024-09-05T01:24Z 183K followers, [----] engagements
"10 Retirement Myths From Canada You May Not Want to Believe Steve Willems sat down to go through the [--] Retirement Myths he hears most when helping Canadians plan for their retirement. We compare and contrast retirement choices in Canada with those in the United States and go through general concepts of what most retirees actually experience. Connect with Steve here: https://willemswealthplanning.ca/ Steve's YouTube Channel: https://www.youtube.com/@willemswealth Some related videos from Steve: https://youtu.be/IM8F8GGsUF0si=IPv0lWysAy78l5Va https://www.youtube.com/watchv=6O2gvSF1o2M"
YouTube Link 2025-04-22T00:04Z 183K followers, 22.9K engagements
"Tax Optimism #taxes #retirement #finance #shortsfeed #90daysfromretirement"
YouTube Link 2023-12-23T21:31Z 140K followers, [----] engagements
"The [--] BEST States for Medicare Advantage Plans Medicare Advantage plans are highly controversial. One of the many reasons is the fact that they are SO different depending on where you live. In this video I go over which areas of the country have some of the BEST Medicare Advantage plans available. Here are the State-Specific videos for each state mentioned (in Alphabetical order š) https://youtu.be/yTvqCp9a6UY https://youtu.be/zCcgp0BUY3o https://youtu.be/j18HvPyreUg https://youtu.be/V653cKRR9Ck https://youtu.be/TY7XzVEB6Z4 https://youtu.be/pEYTaUS1QL0 Be sure to watch our video on the 5"
YouTube Link 2024-11-18T23:54Z 248K followers, 18.1K engagements
"Immediate vs Springing Power of Attorney Structures #legal #fyp #estateplanning #powerofattorney"
YouTube Link 2025-06-15T14:22Z 223K followers, [----] engagements
"Is Arkansas Medicare Actually Affordable #shorts Here are the average costs for Medicare in Arkansas for Medicare Supplement Plan G Plan N and Advantage plans. Check out our resources at https://TheRetirementNerds.com/ ============================= Send me a message Erik@TheRetirementNerds.com ============================= ============================= Be Sure to Subscribe to our Channel ============================= YouTube: @theretirementnerds ============================================================ Join our newsletter for monthly tips book recommendations and personal stories"
YouTube Link 2024-10-31T14:30Z 257K followers, [---] engagements
"Will the MAJOR CHANGES to the Medicare Drug Coverage System Impact You in [----] Landmark changes to how Medicare covers prescription drugs started in [----]. If you want to see how the big changes to Medicare drug coverage will impact you watch this video Need help Email me Erik@TheRetirementNerds.com Visit our website: https://www.TheRetirementNerds.com Join our newsletter: https://theretirementnerds.com/newsletter/ ============================= This video is NOT sponsored. The Retirement Nerds is the no-cost educational platform and serves to offer information around Medicare Social Security"
YouTube Link 2023-08-23T20:44Z 187K followers, 37.8K engagements
"How to handle owning properties in multiple states during your estate plan. #estateplanning #legal"
YouTube Link 2025-05-22T16:12Z 184K followers, [----] engagements
"Here's How Much Income You Need to Earn to Truly Build Wealth Zacc Call explains the relationship you need to have with Financial Offense vs Financial Defense. It is easier to figure out ways to make an extra $5000 than to cut $5000 from your life. Zacc goes through a quick calculation to figure out how much income you should target to really get ahead of your financial situation. Get The [--] Prosperity Projects book here: https://amzn.to/4dvxWgA Watch the full episode here: https://youtu.be/voWbWZ9tu04 Watch Project 1: Plug the Holes in the Boat here: https://youtu.be/gRar43syzZ8 Check out our"
YouTube Link 2024-10-13T21:00Z 184K followers, [----] engagements
"Reasons to DELAY Medicare Past [--] That Will Save You Thousands and Avoid ALL Penalties Do not make the mistake of signing up for Medicare at [--] years old if you don't need to. There are several reasons why you would want to delay Medicare so you can save money keep your spouse covered or continue HSA contributions. We go over when you should NOT take Medicare when you should consider it and when you should definitely take it. Video for those with FEHB: https://youtu.be/mK9Ik6Q269E Check out our resources at https://TheRetirementNerds.com/ ============================= Send me a message"
YouTube Link 2024-04-20T21:50Z 187K followers, 850.8K engagements
"Medicare Supplement Plans Plan G vs High Deductible Plan G vs Plan N Which one is right for you Medicare Supplement Plan G High Deductible Plan G and Plan N are the most popular Medigap plans at this point. Each has a slight wrinkle that gives it an advantage or disadvantage over the others. We compare the three so you can make an informed decision. Need help Email me Erik@TheRetirementNerds.com For even more on retirement visit our website: https://www.TheRetirementNerds.com Federal Disclaimer: We do not offer every plan available in your area. Please contact medicare.gov or 1-800-MEDICARE"
YouTube Link 2022-10-25T21:31Z 243K followers, 25.3K engagements
"Who pays the tax #finance #charity #taxplanning #shorts"
YouTube Link 2025-05-27T17:45Z 184K followers, 16.9K engagements
"How You Should Handle a Raise In Income Whether it's a raise at work an inheritance or a multi-million dollar sale of a business there are financial principles that will help you protect yourself from turning a windfall of cash into financial problems. Time Codes 0:00 Setting up the Topic 0:22 Your Salary Increased $30000 36:40 You got an Inheritance/Bonus of $100000 1:23:42 You sold a business for $30M 1:42:42 Q&A"
YouTube Link 2025-01-31T13:29Z 169K followers, [----] engagements
"Social Security Taxable Income Explained Step by Step In this video Erik Soderborg and Zacc Call walk you step by step through how to determine exactly how much of your Social Security income will be taxable. Be sure to download the Free Social Security Taxability Worksheet to follow along with us. Get it here: https://theretirementnerds.com/social-security-worksheet/ OTHER RELATED VIDEOS: https://youtu.be/HNQbgUTqzRs https://youtu.be/QXC0j1O-eAg https://youtu.be/-ifv6Y6migk https://youtu.be/ZetbFdEqi2A https://youtu.be/Q82iDCI_lZg https://youtu.be/VHHNYdpVwrU ZACC'S CHANNEL:"
YouTube Link 2025-10-02T21:59Z 286K followers, 36.6K engagements
"Be Careful of Kids Wiping Out Your Retirement #investing #retirement #finance #shortsfeed Be Careful of Kids Wiping Out Your Retirement Watch The Full Video On Our Channel Check out our NO COST resources for Medicare at https://90daysfromretirement.com/ [--] Days From Retirement is the no-cost educational platform and serves to offer information around Medicare Social Security Long Term Care and Estate Planning. ============================= Send me a message Erik@90daysfromretirement.com ============================= ============================= Be Sure to Subscribe to our Channel"
YouTube Link 2023-12-20T16:56Z 141K followers, [----] engagements
"How to handle businesses and rental properties with your trust. #shorts #legal #estateplanning"
YouTube Link 2025-05-22T14:20Z 184K followers, [----] engagements
"Plan For Retirement Without Social Security #retirement #investing #socialsecurity Watch Full Video Here: https://youtu.be/KXFqGra9qHI"
YouTube Link 2023-10-03T15:49Z 141K followers, [----] engagements
"Average Medicare costs in Texas. #shorts #medicare"
YouTube Link 2024-11-16T20:45Z 146K followers, [---] engagements
"The U.S. Healthcare Spending Problem We Are All Paying For Let's examine the healthcare spending crisis in the US. In [----] the U.S. spent $4.9 trillion on health care. $4.9 trillion is a larger number than most of us can comprehend. This video will help you understand healthcare costs in America and the health care system. Things like "Why does the U.S. spend more on healthcare than any other country And "Who is ultimately paying for it all" š Watch until the end to see how U.S. healthcare compares to the rest of the world and whos really benefiting from this $5 trillion industry. If you"
YouTube Link 2025-08-17T23:15Z 286K followers, [----] engagements
"The [--] Reasons Why You Should Consider Roth Conversions (Or Not) Zacc Call is back to go over why someone would choose Roth vs Traditional accounts. In this video he goes over the [--] Reasons Why Someone Should Consider Roth Contributions or Conversions. This is building off the foundational math that if your tax rate stays the same and your investments grow at the same rate for the same time you will have the same spendable amount regardless of whether you go Roth or Traditional. Zacc goes over other factors that may influence that decision of Roth vs Traditional in more depth building off of"
YouTube Link 2025-09-25T23:25Z 286K followers, 26.3K engagements
"The role of the successor trustee explained. #legal #fyp #estateplanning #willsandtrusts"
YouTube Link 2025-06-01T17:09Z 185K followers, [----] engagements
"Discover Your Passion Post Retirement #retirement #retirementplanning #podcast #passion #inspiration Watch Full Conversation On Our Channel Check out our NO COST resources for Medicare at https://90daysfromretirement.com/ [--] Days From Retirement is the no-cost educational platform and serves to offer information around Medicare Social Security Long Term Care and Estate Planning. ============================= Send me a message Erik@90daysfromretirement.com ============================= ============================= Be Sure to Subscribe to our Channel ============================= YouTube:"
YouTube Link 2024-03-16T17:00Z 266K followers, [----] engagements
"2024 Medicare Costs UPDATES Advantage vs Supplement Battle š„ The [----] Medicare costs are out it's important to be aware of the Advantage vs Supplement battle. In this video we'll discuss the pros and cons of each plan's costs and help you decide which is the right fit for you. This is a big year for Medicare. The cost of healthcare is going to rise drastically and it's important that you are as prepared as possible. In this video we'll discuss the Advantage vs Supplement plan battle and help you make the best decision for your health and wallet CMS Announcement:"
YouTube Link 2023-10-16T18:47Z 173K followers, 190.9K engagements
"Social Security Cost Of Living Adjustment INCREASE for [----] What COLA Really Means The Social Security Cost of Living Adjustment (COLA) for [----] was announced on October 12th [----]. If you are on Social Security and want to know how this impacts you watch this video Check out our NO COST resources for Social Security & Medicare at https://90daysfromretirement.com/ [--] Days From Retirement is the no-cost educational platform and serves to offer information around Medicare Social Security Long Term Care and Estate Planning. ============================= Send me a message"
YouTube Link 2023-10-13T01:29Z 42K followers, [----] engagements
"Kids are not personally responsible for their parents' debt. #legal #estateplanning #fyp"
YouTube Link 2025-05-27T01:23Z 184K followers, [----] engagements
"6 Money Traps After Losing Your Spouse You Need To Know In this video we explore the six financial traps that are waiting those who have lost their spouse. Key Takeaways: [--]. Watch Out for Scams: There are scams specifically targeting widows and widowers. [--]. Credit Score Will Drop: If your spouse was the primary account holder on credit cards those will close once the bank is notified of your spouses passing which can trigger a drop in your credit score. [--]. The Widows Penalty: Filing taxes as a single filer will likely cause your tax bill to rise. [--]. **Hidden Costs of Selling Your"
YouTube Link 2025-06-18T00:30Z 186K followers, [----] engagements
"What Did YouTube Just Send I can't thank you all enough for this insane reality. All of you who have been such an amazing support will never know how much you mean. Big Thank You to: The family - Caitlin Noel Jared Claire Ruby and Jet. Trenton Olson Matt Gibson and the entire SBIS team for making dreams a reality. https://www.srbenco.com/ Colton Olson for your talents your friendship your time your patience. so many things. Stay Awesome with your videos and stunts. https://www.instagram.com/theolsonboyz/ Charley Tinsley and your help through everything across the country."
YouTube Link 2024-06-27T23:41Z 177K followers, [----] engagements
"Average Medicare costs in West Virginia. #shorts #medicare"
YouTube Link 2024-11-19T01:00Z 148K followers, [---] engagements
"The MEDICARE SUPPLEMENT Crisis - A Look At Historic Increases Major Medicare Supplement plan rate increases have been announced over the past month causing fear and panic across the country. For many you still have options to help control your health insurance costs. For some your options are more limited. This video goes over: Medicare Supplement plan increases Who can switch easily Who cannot switch easily Q&A Here is the cost comparison video: https://youtu.be/0nwFTgl2GD0 Here is the link for the free 20-Year Medicare Plan Calculator download:"
YouTube Link 2025-06-02T20:52Z 187K followers, 12.2K engagements
"You MUST Understand These [--] Social Security Definitions Retirement PIA FRA FICA If you are taking Social Security or you plan on taking Social Security Benefits in the near future you MUST know and understand these four definitions in order to see how you will experience your Social Security benefits. And we don't mean the dictionary definition. We mean how Social Security defines these terms because Social Security is the boss on the matter. Need help Email me Erik@TheRetirementNerds.com Visit our website: https://www.TheRetirementNerds.com Federal Disclaimer: We do not offer every plan"
YouTube Link 2023-02-12T15:20Z 183K followers, [----] engagements
"Is Delaware Medicare Actually Affordable #shorts Here are the average costs for Medicare in Delaware for Medicare Supplement Plan G Plan N and Advantage plans. Check out our resources at https://TheRetirementNerds.com/ ============================= Send me a message Erik@TheRetirementNerds.com ============================= ============================= Be Sure to Subscribe to our Channel ============================= YouTube: @theretirementnerds ============================================================ Join our newsletter for monthly tips book recommendations and personal stories"
YouTube Link 2024-11-01T19:30Z 140K followers, [---] engagements
"Here's How Much We Paid With Medicare Medicare Supplement vs Advantage A family member of mine saw a total of $523069 in bills related to her heart attack and subsequent surgeries. In this video I show how much she would have had to pay if she were on Original Medicare and a Medicare Supplement plan G versus a Medicare Advantage plan. [--] States of Medicare (Find your state): https://www.youtube.com/playlistlist=PLDw7zTYCAlD-gNZP3d2eATJGnvBR9hU8R Prescription Drug Costs Video: https://youtu.be/2cGQTzSMrf4 Advantage Denial Rates Video: https://youtu.be/ewH3TXydopc Advantage vs Supplement Video:"
YouTube Link 2024-09-20T00:15Z 175K followers, 295.3K engagements
"2025 Medicare Costs Are Out Heres How Much They Went Up CMS announced the [----] Medicare cost updates for Medicare Parts A and B and surprise surprise they went up. Part A saw increases in the 2.6% range. Part B saw increases in the 5.9% range. Given that the Social Security Cost of Living Adjustment (COLA) was only 2.5% these Medicare increases are concerning to say the least. Advantage vs Supplement Cost Comparison video with [----] updates: https://youtu.be/C9bUVhta6S0 The CMS Announcement: https://www.cms.gov/newsroom/fact-sheets/2025-medicare-parts-b-premiums-and-deductibles Need help Reach"
YouTube Link 2024-11-13T23:00Z 183K followers, 516.9K engagements
"Average Medicare costs in South Carolina. #shorts #medicare"
YouTube Link 2024-11-15T15:20Z 146K followers, [---] engagements
"Part [--] of [--] Roth vs Traditional Math #shorts #retirement #finance #90daysfromretirement Here's the real Math behind Roth vs Traditional. Watch the full discussion on Roth vs Traditional investments here: https://youtu.be/VHHNYdpVwrU Take the Guided Path for Financial Education and Literacy for free here: https://www.thefinancialcall.com/guided-path Learn all about Medicare and Social Security here: https://90daysfromretirement.com/"
YouTube Link 2023-09-07T20:15Z 139K followers, [----] engagements
"Do NOT Skip Your Foundational Estate Plan Zacc Call goes over the basics of a foundational estate plan including tips to make things more efficient and advice around common mistakes that could cost you dearly. Wills trusts powers of attorney medical directives and more are part of your foundational estate plan. Get The [--] Prosperity Projects book here: https://amzn.to/4dvxWgA Watch the full episode here: https://youtu.be/voWbWZ9tu04 Watch Project 5: Get Rid of Unwanted Debt https://youtu.be/gpPZctgiNIc Check out our resources and reach out for help at https://TheRetirementNerds.com/"
YouTube Link 2024-10-26T00:00Z 257K followers, [----] engagements
"Fee Based vs Fee Only vs Flat Fee Financial Advisors #shorts #finance #financialadvisor Understanding the difference between Fee Based Fee Only and Flat Fee advisor compensation models will help you know which you need. #finance #financialadvisor #financialplanning"
YouTube Link 2024-05-19T02:27Z 247K followers, [----] engagements
"How Living in West Virginia Affects Your Medicare Choices Discounts and MOOPs West Virginia is an attained age state when it comes to Medicare Supplement plans and your costs are very reasonable. However your Medicare Supplement plan penetration rate is one of the lowest in the country. In this video I'll go over what you need to know if you are considering Medicare in West Virginia. Here is the list of Special Enrollment Period options: https://www.medicare.gov/basics/get-started-with-medicare/get-more-coverage/joining-a-plan/special-enrollment-periods Check out our resources at"
YouTube Link 2024-08-29T22:01Z 187K followers, [----] engagements
"Term or Permanent Life Insurance #shorts #finance #financialplanning #insurance"
YouTube Link 2024-05-21T13:00Z 141K followers, [----] engagements
"Choosing Between Passive Income and Annuity Payments #retirement #retirementplanning #education Watch The Full Conversation On Our Channel Check out our NO COST resources for Medicare at https://90daysfromretirement.com/ [--] Days From Retirement is the no-cost educational platform and serves to offer information around Medicare Social Security Long Term Care and Estate Planning. ============================= Send me a message Erik@90daysfromretirement.com ============================= ============================= Be Sure to Subscribe to our Channel ============================= YouTube:"
YouTube Link 2024-03-05T18:00Z 183K followers, [----] engagements
"Average Medicare costs in Washington. #shorts #medicare"
YouTube Link 2024-11-18T18:15Z 148K followers, [---] engagements
"Investment Options: Pick One Utensil #shorts #retirement #finance #90daysfromretirement If you could only pick [--] Utensil to use the rest of your life which would you pick Fork Spoon or Knife Watch the full discussion on Roth vs Traditional investments here: https://youtu.be/VHHNYdpVwrU Take the Guided Path for Financial Education and Literacy for free here: https://www.thefinancialcall.com/guided-path Learn all about Medicare and Social Security here: https://90daysfromretirement.com/"
YouTube Link 2023-09-06T20:30Z 141K followers, [---] engagements
"High Deductible Plan G Medicare Supplement Plans The best or worst of both worlds High Deductible Plan G is a popular plan because of its lower monthly cost. However with lower premiums comes higher cost sharing. For some this is great For others it becomes burdensome. We'll discuss the strengths and weaknesses of Medicare Supplement - High Deductible Plan G. Need help Email me Erik@TheRetirementNerds.com For even more on retirement visit our website: https://www.TheRetirementNerds.com Federal Disclaimer: We do not offer every plan available in your area. Any information we provide is limited"
YouTube Link 2022-11-07T21:04Z 187K followers, 16.7K engagements
"How Living in Massachusetts Affects Your Medicare Choices You're a Crazy State Massachusetts is one of the most interesting Medicare states in the country. You have your own Medicare Supplement plans that are different than the standard Medicare Supplement Letters. Your supplement plan costs are also quite a bit higher than the national average and this is because you have year round open enrollment. Your Medicare Advantage plans have some interesting things going on as well. Check out our resources at https://TheRetirementNerds.com/ ============================= Send me a message"
YouTube Link 2024-09-12T23:15Z 170K followers, [----] engagements
"Questions to Ask a Financial Advisor to Get to the TRUTH How you ask your financial advisor is just as important as what you ask your financial advisor. If you are thinking of working with a financial advisor we'll show you not only which questions to ask but how to get to them in a way that establishes credibility and gets you the answers you really need. Zacc's Article on Questions to Ask: https://www.capitafinancialnetwork.com/education-center/how-to-interrogate-a-financial-professional Our video on the different types of Financial Professionals: https://youtu.be/8uC1lgkZUWE Connect with"
YouTube Link 2025-03-20T21:45Z 173K followers, [----] engagements
"Investment Options: Why an IRA Why an IRA vs Real Estate or Small Businesses or other investments Watch the full discussion on Roth vs Traditional investments here: ExposingtheTRUTHAboutRothvsTrad. Take the Guided Path for Financial Education and Literacy for free here: https://www.thefinancialcall.com/guid. Learn all about Medicare and Social Security here: https://90daysfromretirement.com/"
YouTube Link 2023-09-07T22:34Z 42K followers, [---] engagements
"Will Tax Rates Rise #shorts #90daysfromretirement #retirement #roth #shortsfeed"
YouTube Link 2024-01-01T19:19Z 227K followers, [----] engagements
"Average Medicare costs in Wisconsin. #shorts #medicare"
YouTube Link 2024-11-19T20:10Z 151K followers, [---] engagements
"How to Pay the INSANE Costs of Cancer Treatment While on Medicare Learn how to limit your financial exposure in the event of cancer with Advantage & Supplement Plans. Understand the importance of cancer insurance and managing medical costs with Medicare. Cancer insurance is not for everyone but if what is shared in this video is something you relate to feel free to reach out here: https://TheRetirementNerds.com/ ============================= Here is my email: Erik@TheRetirementNerds.com ============================= ============================= Be Sure to Subscribe to our Channel"
YouTube Link 2024-09-08T20:00Z 139K followers, [----] engagements
"You MUST Build a Solid Foundation Before You Can Build Real Wealth Zacc Call explains the first Prosperity Project that focuses on protecting yourself against life's "what ifs." If your financial life is a boat and there are holes in that boat before you can fill comfortable you need to plug the holes in the boat. Get The [--] Prosperity Projects book here: https://amzn.to/4dvxWgA Watch the full episode here: https://youtu.be/voWbWZ9tu04 Watch Project 2: Get Free Money here: https://youtu.be/Go3hlxdJfMs Check out our resources and reach out for help at https://TheRetirementNerds.com/"
YouTube Link 2024-10-17T21:58Z 221K followers, [----] engagements
"How to Avoid the Costly Mistakes of Roth Conversions with Zacc Call You've decided you want to do a Roth conversion and in this video we go over exactly HOW to do a Roth conversion. What is happening during the conversion What are best practices And how can you avoid costly mistakes when doing a Roth conversion. Roth vs Traditional Video: https://youtu.be/VHHNYdpVwrU Social Security Tax Tornado Video (with free worksheet): https://youtu.be/ZetbFdEqi2A The Financial Call: https://www.thefinancialcall.com/ Want help Send me a message Erik@TheRetirementNerds.com ============================="
YouTube Link 2024-07-08T21:00Z 263K followers, 103.5K engagements
"How Living in HAWAII Affects Your Medicare Choices Medicare in Hawaii has a lot of unique moving parts. Your supplement plan costs are right at national averages but there's a huge surprise around your supplement plan penetration rate. Your Medicare Advantage average max out of pockets are above the national average. Access to care has its challenges but advantage networks are very strong here. No special rules here in terms of switching to supplement plans. I hope this is helpful Here is the list of Special Enrollment Period options I refer to in the video:"
YouTube Link 2024-12-23T00:30Z 160K followers, [----] engagements
"Is New Hampshire Medicare Actually Affordable #shorts Here are the average costs for Medicare in New Hampshire for Medicare Supplement Plan G Plan N and Advantage plans. Check out our resources at https://TheRetirementNerds.com/ ============================= Send me a message Erik@TheRetirementNerds.com ============================= ============================= Be Sure to Subscribe to our Channel ============================= YouTube: @theretirementnerds ============================================================ Join our newsletter for monthly tips book recommendations and personal stories"
YouTube Link 2024-11-09T15:30Z 142K followers, [---] engagements
"Taking care of pets through an estate plan. #legal #willsandtrusts #fyp #pets"
YouTube Link 2025-05-28T21:18Z 184K followers, [----] engagements
"How Living in NORTH DAKOTA Affects Your Medicare Choices North Dakota's Medicare plans are priced very well. Medicare Supplement plans are competitive and the average is lower than national averages. Medicare Advantage plans are strong in larger cities but North Dakota has a lot of rural areas where Medicare Advantage plans won't be a strong option. I hope you find this video about North Dakota Medicare helpful. Here is the list of Special Enrollment Period options I refer to in the video:"
YouTube Link 2024-10-10T23:25Z 176K followers, [---] engagements
"Here's Why You See So Many Medicare Ads #shorts #90daysfromretirement"
YouTube Link 2022-12-20T23:32Z 187K followers, [----] engagements
"How Living in Florida Affects Your Medicare Choices One of the CRAZIEST States for Medicare Florida has a few things that contribute to your insane Medicare climate. First you are a highly populated state. Second you have a high senior population. Third you are an important political state. These three things together make Medicare absolutely wild here in Florida. In this video I'll go over what you need to know if you are considering Medicare in Florida. Check out our resources at https://TheRetirementNerds.com/ ============================= Send me a message Erik@TheRetirementNerds.com"
YouTube Link 2024-08-22T21:00Z 140K followers, 18.2K engagements
"Medicare Explained Veterans VA Coverage and Medicare Does Medicare work with VA Benefits We go over how Veterans and their VA coverage can interact with Medicare. If you have VA coverage Tricare for life or CHAMPSVA you'll want to watch this video to learn what combinations you can put together that will offer you the most protection. Do VA Benefits and Medicare play nicely together Well it depends. So let's go over some possible scenarios. Need help Email me Erik@TheRetirementNerds.com Visit our website: https://www.TheRetirementNerds.com Chapters: 0:00 Introduction 0:22 VA benefit levels"
YouTube Link 2021-11-11T20:24Z 187K followers, 12.5K engagements
"How Living in KANSAS Affects Your Medicare Choices Kansas Medicare rules are fairly straightforward. You have lower than average costs for Medicare Supplement plans which is great. You have lower than average Maximum Out of Pocket costs for Advantage plans. With Kansas being more rural your supplement plan penetration rate is higher than average and your advantage plan penetration rate is lower than average. I hope you find this video about Kansas Medicare to be helpful Here is the list of Special Enrollment Period options:"
YouTube Link 2024-10-05T00:30Z 262K followers, [----] engagements
"Unveiling the Truth Behind Medicare Ads In this video we're going to explore some of the secrets that Medicare ads won't say. We'll look at the reasons why Medicare ads often omit important information and what you can do to ensure that you're getting the most out of your Medicare benefits. Medicare is a huge program and it can be hard to understand all of its details. In this video we'll share some of the secrets that Medicare ads often omits and how you can take advantage of Medicare's advantages to get the most out of your healthcare. Watch and learn Need help Email me"
YouTube Link 2023-10-22T21:53Z 186K followers, [----] engagements
"Probate takes longer and costs more than you might expect. #legal #estateplanning #probate"
YouTube Link 2024-12-14T23:39Z 156K followers, [----] engagements
"How Living in New York Affects Your Medicare Choices The Craziest State in the Country Medicare in New York is wild. There are so many intricacies to the Medicare Supplement plans and the Medicare Advantage plans that it can become a bit of a mess for those considering Medicare. The costs for Medicare supplement plans are the highest in the country. An insurance company dominates the state. it's crazy. So I hope you enjoy this video where I go over how Medicare works in New York. Here is the list of Special Enrollment Period options:"
YouTube Link 2024-09-18T20:52Z 251K followers, [----] engagements
"A will does not avoid the need to go to court. #legal #estateplanning #willsandtrusts"
YouTube Link 2024-12-14T19:13Z 157K followers, [----] engagements
"Transfer on Death (TOD) explained. #legal #fyp #estateplanning"
YouTube Link 2025-05-23T15:35Z 184K followers, [----] engagements
"The Dangerous Impact of Adult Children on Your Finances #investing #financial #finance #shorts The Dangerous Impact of Adult Children on Your Finances Full Video On Our Channel Check out our NO COST resources for Medicare at https://90daysfromretirement.com/ [--] Days From Retirement is the no-cost educational platform and serves to offer information around Medicare Social Security Long Term Care and Estate Planning. ============================= Send me a message Erik@90daysfromretirement.com ============================= ============================= Be Sure to Subscribe to our Channel"
YouTube Link 2023-12-19T18:28Z 140K followers, [----] engagements
"Owning property as Joint Tenants in Common. #shorts #legal #realestate"
YouTube Link 2025-05-24T17:37Z 184K followers, [----] engagements
"How Living in Michigan Affects Your Medicare Choices Special Guest Medicare in Michigan has some opportunities for you to save some considerable money. Medicare Supplement plans are less expensive than national averages and Medicare Advantage Maximum Out of Pocket costs (MOOP) are right one national averages. However Michigan is the number one state in the country when looking at Medicare Advantage plans but there's a reason why. We bring on our wonderful partner and special guest - Joanne Giardini-Russell to discuss how Medicare works in Michigan. Check out Joanne's TikTok channel here:"
YouTube Link 2024-09-24T22:30Z 174K followers, [----] engagements
"The biggest myth in Medicare is that you HAVE to take it at [--] or be penalized for life. #medicare"
YouTube Link 2024-06-05T22:20Z 224K followers, [----] engagements
"What You Need To Do With Medicare If You Have VA Benefits Veterans who have access to VA Benefits have some decisions to make around Medicare once they become eligible for Medicare. There are generally [--] groups of people and in this video I'll go over the choices most people make when they have VA Benefits. Check out our resources at https://TheRetirementNerds.com/ ============================= Send me a message Erik@TheRetirementNerds.com ============================= ============================= Be Sure to Subscribe to our Channel ============================= YouTube: @theretirementnerds"
YouTube Link 2025-07-20T13:24Z 286K followers, 11.4K engagements
"Medicare Costs Comparison Advantage vs Supplement Which will cost you more in [----] A Medicare Supplement Plan or a Medicare Advantage Plan We look at what your fixed and variable costs will be with an average Medicare Supplement Plan G vs a zero dollar Medicare Advantage plan. The numbers we use are typical costs we see in our area of the country (Mountain West). We do not address all of the positives and negatives of each plan (Supplement and Advantage). There are things outside of strictly dollars to consider with these plans. Always work with an agent on this decision. Need help Email me"
YouTube Link 2022-10-06T19:37Z 186K followers, 369K engagements
"Is Converting to a Roth IRA Worth it Pros and Cons #shortsfeed #podcast #retirement #shortsviral Watch Full Conversation On Our Channel Here is where to get the Spreadsheet referenced in the video: https://theretirementnerds.com/social-security-worksheet/ Need help with your Social Security Strategy Email me Erik@TheRetirementNerds.com Visit our website: https://www.TheRetirementNerds.com Join our newsletter: https://theretirementnerds.com/newsletter/ ============================= #medicare #90daysfromretirement Federal Disclaimer: We do not offer every plan available in your area. Any"
YouTube Link 2024-02-15T18:00Z 263K followers, 12.3K engagements
"Roth Conversions for Tax Bracket Management #finance #money #retirement #taxes #shortsviral #podcast Watch Full Conversation On Our Channel Here is where to get the Spreadsheet referenced in the video: https://theretirementnerds.com/social-security-worksheet/ Need help with your Social Security Strategy Email me Erik@TheRetirementNerds.com Visit our website: https://www.TheRetirementNerds.com Join our newsletter: https://theretirementnerds.com/newsletter/ ============================= #medicare #90daysfromretirement Federal Disclaimer: We do not offer every plan available in your area. Any"
YouTube Link 2024-02-18T18:00Z 173K followers, [----] engagements
"New Study Reveals Surprising Trend in Medicare Advantage Denial Rates Medicare Advantage plan denials are a reality. Many are warranted. Some are not. So we go over the most recent study by the Kaiser Family Foundation about the frequency of prior authorization denials across all Medicare Advantage plans. Here is a link to the KFF Study for [----] denials: https://www.kff.org/medicare/issue-brief/nearly-50-million-prior-authorization-requests-were-sent-to-medicare-advantage-insurers-in-2023/ Be sure to watch these videos for more on Advantage vs Supplement: https://youtu.be/eOP76hMPiDs"
YouTube Link 2025-02-27T23:45Z 172K followers, [----] engagements
"Birds pose an interesting conversation around estate planning. #legal #estateplanning #willortrust"
YouTube Link 2025-05-27T14:14Z 225K followers, [----] engagements
"Action creates the illusion of control #shorts #investing #finance #financialplanning"
YouTube Link 2024-05-29T13:00Z 141K followers, [----] engagements
"How Living in North Carolina Affects Your Medicare Choices Discounts and MOOPs North Carolina is an attained age state when it comes to Medicare Supplement plans and your costs are very reasonable accounting for a higher than average Medicare Supplement plan penetration rate. In this video I'll go over what you need to know if you are considering Medicare in North Carolina. Here is the list of Special Enrollment Period options: https://www.medicare.gov/basics/get-started-with-medicare/get-more-coverage/joining-a-plan/special-enrollment-periods Check out our resources at"
YouTube Link 2024-08-27T21:30Z 225K followers, [----] engagements
"Wills vs Trusts Which do you need Should you have a will or would it be better to have a trust Let's go over how the law handles assets upon death and how wills work compared to trusts. Need help Email me Erik@TheRetirementNerds.com For even more on retirement visit our website: https://www.TheRetirementNerds.com Chapters: 0:00 Introduction 1:19 The Old Model 2:00 The New Model 4:08 Inheriting property without a trust 6:35 Inheriting property with a trust 8:44 Benefits of a trust 10:45 Do I really need a trust 11:16 Can I do nothing 12:20 What about co-ownership 15:36 Conclusion PLEASE NOTE:"
YouTube Link 2022-02-14T20:45Z 173K followers, 27.9K engagements
"Medicare Supplement Plans During AEP Medigap What can people on Medicare Supplement plans do during the [----] Annual Enrollment Period (AEP) Luckily Medicare Supplement or Medigap plans don't have the same timelines as Medicare Advantage plans so AEP doesn't really affect Medigap plans as much. If you have a Supplement plan during AEP you can: Look at your Part D drug plan and compare coverage and costs. Switch to an Advantage Plan. Please be careful with this Just because you CAN switch to an Advantage plan doesn't mean you SHOULD. Need help Email me Erik@TheRetirementNerds.com For even"
YouTube Link 2022-10-12T15:27Z 176K followers, [----] engagements
"Medicare Doesn't Cover That Long Term Care Part [--] of [--] What Is Long Term Care Long Term Care is not covered by Medicare. And a lot of people don't fully understand what Long Term Care really is. In this video we explain what Long Term Care is and where someone would receive Long Term Care. Need help Email me Erik@TheRetirementNerds.com Visit our website: https://www.TheRetirementNerds.com"
YouTube Link 2023-05-30T17:03Z 187K followers, [----] engagements
"Playing more financial offense can take priority over retirement savings. #finance #retirement"
YouTube Link 2024-10-24T22:15Z 257K followers, [----] engagements
"Payable on Death (POD) explained. #legal #fyp #estateplanning #shorts"
YouTube Link 2025-05-24T22:18Z 185K followers, [----] engagements
"What to do when naming a charity as a beneficiary. #legal #charity #estateplanning #fyp"
YouTube Link 2025-06-02T22:58Z 185K followers, [----] engagements
"The [--] Prosperity Projects You Can Do to Find Real Financial Freedom In this video Zacc Call a Certified Financial Planner explores the [--] projects to achieve financial freedom. If you are tired of living paycheck to paycheck and want to take control of your finances to build a sustainable future this video is for you Zacc breaks down his [--] Prosperity Projects in a simple step-by-step way that is a proven way to assign your next dollar to the most beneficial task to make sure your money is working for you rather than you being a slave to the next dollar. Join us as we break down each project"
YouTube Link 2024-10-02T21:45Z 182K followers, 27.8K engagements
"The Disturbing Senior "Influencer" Trend The world has become incredibly good at hiding the costs for free things. Our world has become an influencer economy since the advent of social media. This video discusses how the idea of 'free' things is often misleading especially with influencer marketing. Please send me a message if you have had positive experiences with Chapter. Now positive from a Medicare perspective (in my opinion) is not just initial sign up into a plan. There are countless agents and brokers that can pull up the available plans in your area and sort by the lowest cost. Good"
YouTube Link 2025-06-04T22:45Z 186K followers, 26.4K engagements
"Don't Confuse a Deductible with an Out of Pocket Maximum Viewers often see our videos breaking down Medicare Supplement plans and Medicare Advantage plans and mistake a deductible for an out of pocket maximum. These two things are very different and confusing the two could mean overlooking dollars you could save yourself both before you get Medicare and after you move to Medicare. Need help Email me Erik@TheRetirementNerds.com For even more on retirement visit our website: https://www.TheRetirementNerds.com Federal Disclaimer: We do not offer every plan available in your area. Any information"
YouTube Link 2022-12-29T23:10Z 243K followers, 17.9K engagements
"How Living in Idaho Affects Your Medicare Choices Plans and Birthday Rules Idaho's Medicare situation is quite unique. You have a couple companies that dominate the state. You have a special birthday rule allowing people to switch supplement plans more easily. You have strong Advantage plans and a special opportunity to get on Supplement plans with no underwriting. In this video I go over how Medicare works in Idaho with some details that may prove useful for you. ============================= Need Medicare help Send me a message Erik@TheRetirementNerds.com ============================= Check"
YouTube Link 2024-07-17T21:00Z 225K followers, [----] engagements
"Financial Fear Mongering #retirementnerds #financialeducation #financialliteracy #finance"
YouTube Link 2024-10-23T16:28Z 257K followers, [----] engagements
"WATCH OUT For These Medicare Mistakes with Health Savings Accounts (HSA) Health Savings Accounts or HSAs are a big factor when planning your healthcare future. Unfortunately HSAs and Medicare do not play nice together. We'll answer when you need to stop HSA contributions once you do go on Medicare. Need help Email me Erik@TheRetirementNerds.com For even more on retirement visit our website: https://www.TheRetirementNerds.com Federal Disclaimer: We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact"
YouTube Link 2022-10-31T22:58Z 174K followers, [----] engagements
"You MUST Know THIS About Supplement Plan Increases Before You Get One šØ Issue Age vs Attained Age Medicare Supplement plans have monthly premium costs. When you start Medicare at [--] those costs may seem reasonable however these monthly premiums go up each year - sometimes twice per year Understanding Supplement cost increases is critical when considering a Medigap plan. If you're thinking about getting a Medicare Supplement plan watch this video Need help Email me Erik@TheRetirementNerds.com Visit our website: https://www.TheRetirementNerds.com Join our newsletter:"
YouTube Link 2023-07-25T22:23Z 170K followers, 19K engagements
"How Living in Arkansas Affects Your Medicare Choices Pleasantly Surprised Arkansas is a community rated state when it comes to Medicare Supplement plans. In most community rated states you see significantly higher monthly premiums. Wait until you see what Arkansas has to offer. In this video I go over how Medicare works in Arkansas with some details that may prove useful for you. ============================= Need Medicare help Send me a message Erik@TheRetirementNerds.com ============================= Check out our resources at https://TheRetirementNerds.com/ ============================= Be"
YouTube Link 2024-08-17T19:00Z 224K followers, [----] engagements
"The Truth About United Healthcare's Claim Denials and Dr. Oz's Plan to Force Medicare Advantage "Don't believe anything you hear and half of what you see." - My Mom I don't know how to put this nicely. If you are getting your information from news outlets. the information is warped and shaped in a way to make you upset or scared. I can't reach all of you but for those who are willing to listen I'll go through the truth behind the claims that are floating around meant to make you scared and upset. I am not affiliated with either political party. This is not a political discussion trying to"
YouTube Link 2024-12-25T22:19Z 160K followers, [--] engagements
"Giving Cash Is The LEAST Effective Way to Donate to Charity Using existing tax advantages when you donate to charities allows you to donate even more than you otherwise could. If giving to charities is a part of your life and your mission there are ways outside of giving just cash that will be more beneficial to you and the charities. Our video on above the line and below the line tax strategies: https://youtu.be/PiGFVuAT67Q If you'd like our help with your charitable giving or tax strategies reach out at https://TheRetirementNerds.com/ ============================= Send me a message"
YouTube Link 2025-05-27T00:15Z 226K followers, [----] engagements
"Yes Placing your house in a trust is allowed even if you have a mortgage on the property #shorts"
YouTube Link 2025-02-15T19:54Z 270K followers, [----] engagements
"Do You Know Your Net Worth (And Why It Matters) In this episode of The Retirement Nerds Erik Soderborg and Zacc Call walk you through Zaccs brand new Net Worth Calculator tool a simple but powerful way to understand where you stand financially. *** IMPORTANT *** The current file heavily filters data. The Filter function was introduced in Excel for Microsoft [---] and Excel [----]. It is not supported in older versions such as Excel [----] [----] or earlier. If you are working in older versions of Excel this spreadsheet will not function as shown in the video. DOWNLOAD THE WORKSHEET FOR FREE HERE:"
YouTube Link 2025-10-31T00:35Z 286K followers, 17.4K engagements
"Transferring a home to a revocable trust does not trigger a due-on-sale clause. #estateplanning"
YouTube Link 2026-01-18T16:52Z 286K followers, 13K engagements
"The [--] WORST States for Medicare Advantage Plans Medicare Advantage plans are highly dependent on where you live. Even down to the zip code. So there are areas of the country with strong advantage plans and other areas of the country that don't even have advantage plans. In this video we go over the [--] WORST states for Medicare Advantage plans because of high costs or lack of availability. Be sure to watch our video on the [--] BEST states for Medicare Advantage plans here: https://youtu.be/IFO5vaRASlI Here are the state-specific videos of each state referenced in this video:"
YouTube Link 2024-11-20T22:45Z 279K followers, 21.5K engagements
"Which Healthcare Account Will Save You More Money HSA vs HRA vs FSA There are three different types of healthcare accounts that are designed specifically to give you dollars that will help you pay for healthcare expenses. The Health Savings Account (HSA) is amazing but would a Health Reimbursement Arrangement (HRA) or a Flex Spending Account (FSA) actually work better for you We cover the pros and cons of each account in this video so you can better decide which is right for you. How Medicare and HSAs work (or don't work) together: https://youtu.be/xKuXEojvdmA Check out our resources at"
YouTube Link 2024-04-14T13:48Z 284K followers, 17K engagements
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