The Retirement Nerds 

Retirement gets complicated. Medicare, Social Security, Investments, and your Estate Plan are the core of your retirement decisions, but each of those gets remarkably complex. They are mazes with minefields every step of the way that lead to confusion and nightmares. Our channel puts out videos to help remove obstacles, clear up the mess, and keep your retirement decisions a whole lot more simple.

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Title	Date published
When to Switch to an S-Corp (And When NOT To)	2026-06-08
Why Roth Conversions Should Be Your LAST Retirement Priority - NOT Your First	2026-06-04
We Ran the Numbers: When Singles vs Married Couples Should Take Social Security	2026-05-19
The Social Security Break Even Points That Everyone Misses	2026-05-03
The Social Security Menu: 4 Benefits, But Most Retirees Only Know About 1	2026-04-26
How Your Social Security Benefit Is Calculated And How You Can Increase Your Monthly Payment	2026-04-15
Is Long-Term Care Insurance Worth It? Here's What to Consider	2026-04-02
The Truth About Annuities And What Every Person Needs to Know Before Buying One	2026-04-01
The RMD Reality Check Every Retiree Needs	2026-03-25
Roth IRA 5-Year Rules: How to Avoid Penalties & Taxes	2026-03-04
The Family Conversation Nobody Wants to Have: How to Help Your Parents With Estate Planning	2026-02-19
Watch This Before You Do A Roth Conversion	2026-02-11
Why Smart People Still Don’t Have an Estate Plan	2026-01-31
CPA Explains How to Gift Money to Your Kids the Right Way	2026-01-26
When a Trust is a Waste of Money (And When It's Not)	2026-01-15
Tax Expert: How the News Triggered a $22,000 Tax Bill	2026-01-10
Your Best Financial Year: This Will Change How You Think About Your Finances	2026-01-09
How to Make Big Purchases Without Triggering a TAX BOMB	2025-12-31
The Bold Move Some States Are Making Against Medicare Advantage Plans	2025-12-22
Do You Know Your Net Worth? (And Why It Matters)	2025-10-31

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