The 'What's Next?' Retirement Podcast

The 'What's Next?' Retirement Podcast

Life is full of transitions that have a financial impact now and in your future. When finances are affected, there are always questions to ask and choices to make. As an independent Certified Financial Planner for well over thirty years, Craig has helped Americans make decisions that give them their best financial futures. The experiences with so many clients has given him a unique perspective to help with “What’s Next?” for you - as you navigate the unknowns of your own life.

Recent Episodes

March 21, 2024

My Medicare Audit: A Personal Journey to Optimal Coverage

In this conversation, Craig discusses the questions and decisions that arise when preparing for retirement, including the important decision of choosing a Medicare plan. He introduces Emily, a Medicare consultant who helps i…
March 7, 2024

Unlocking Your Retirement Goldmine: How to Legally Tap into Your 401K and Pension Now

Summary This episode discusses accessing retirement funds while still working. Marcus Foote, an attorney, shares his discovery of a way to access qualified funds such as 401ks and pension plans. The most common reasons for a…
Feb. 27, 2024

Supercharge Roth Conversions thru DAFs

Summary In this episode, Craig Wear discusses how to supercharge your Roth conversion strategy by using donations. He introduces the concept of Qualified Charitable Donations (QCDs) and explains how they can be used to offse…
Nov. 16, 2023

Recession proof your investments with this...

Join in to listen to Craig and Matt Blackwell discuss how to recession proof your investments. Special Guest: Matt Blackwell Schedule a call to learn more www.reliant-mgmt.com mblackwell@reliant-mgmt.com Check out my books h…
Oct. 26, 2023

Investment ideas ahead of a recession!

Today's primary objective is to provide insight into the current financial climate and offer potential solutions. We have a special guest who will share valuable insights. Contact Ben Nelson: 646-849-6840 bnelson@ashcroftcap…
June 1, 2023

The Inside Scoop of Roth Conversions

Listen in to ‘three dudes’ talking about the inside story of doing Roth conversions. Craig, Derrick DeHays and Ted Irwin talk about the specialized field of Roth conversion advice. Learn about the fears that many people have…