The 'What's Next?' Retirement Podcast

Welcome to another edition of The “What’s Next?” Retirement Podcast with Craig Wear. 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.

The 'What's Next?' Retirement Podcast is a business podcast hosted by Craig Wear, CFP®, with 22 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Craig Wear, CFP® hosts The 'What's Next?' Retirement Podcast, a business show with 22 episodes published.

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  The 'What's Next?' Retirement Podcast

  The Roth Illusion: Why Most Software Gets It Wrong

  Jun 13, 202536 minS0

  <p><b>Hosted by:</b> Craig Wear</p><p><b>Guest:</b> Daniel Jandro, CFP®, Rothologist at Q3 Advisors</p><p><b>🔍 Episode Summary:</b></p><p>In this episode, Craig Wear sits down with Daniel Jandro—aka “The Professor”—to unpack one of the biggest myths in Roth conversion planning: the belief that common financial software gets it right.</p><p>If you’re using tools like eMoney, RightCapital, or even DIY spreadsheets to manage your Roth conversions, this episode is a wake-up call. Craig and Daniel walk through the limitations of major platforms, why one-size-fits-all strategies fall short for IRA millio...

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  The 'What's Next?' Retirement Podcast

  Maximizing Your Medicare: Essential Tips for Open Enrollment 2024 with Expert Emily Gang

  Nov 13, 202422 minS0

  <p><b>Summary:</b> In this episode of What's Next in Retirement, Craig Wear welcomes Medicare expert Emily Gang to unpack the intricacies of Medicare open enrollment. Whether you’re already enrolled or gearing up for your first enrollment, Emily shares essential insights on the choices available and critical considerations for 2024. From big changes to Medicare Part D, including a new $2,000 cap on medication copays, to the nuanced pros and cons of Medicare Advantage plans, this episode is packed with practical advice to help listeners make informed decisions that align with their unique healthcare needs. Craig and Emily also discuss wh...

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  The 'What's Next?' Retirement Podcast

  The Truth About Capital Gains and Roth Conversions – A CPA’s Take

  Nov 7, 202422 minS0

  <p>Summary<br/><br/>In this conversation, Craig Wear and Glenn Block discuss essential financial strategies for IRA millionaires, focusing on tax implications and the importance of financial education. They emphasize the potential tax savings and the benefits of informed financial planning, aiming to simplify the financial lives of their clients.<br/><br/>Takeaways<br/><br/>Understanding tax implications is crucial for IRA millionaires.<br/>Proper financial strategies can save millions in taxes.<br/>Financial education is key to making informed decisions.<br/>Simplifying financial life can lead to better outcomes.<br/>Medicare premiums can significantly impact retirement finances.<br/>...

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  The 'What's Next?' Retirement Podcast

  Medicare Open Enrollment 101: Navigating Changes with Todd Morrissey and Craig Wear

  Nov 1, 202417 minS0

  <p>Interested in talking with Todd and his team? Schedule some time with them here:<br/><br/>https://hello.q3adv.com/todd-podcast<br/><br/><br/>In this episode of What's Next in Retirement, host Craig Wear and guest Todd Morrissey, President of Medicare Solutions at Advisors Excel, provide insights into the Medicare Open Enrollment period. Whether you’re already on Medicare or exploring options for the first time, this discussion covers key information about Medicare Advantage, Part D, and the changes brought on by recent legislation.</p><p>Todd and Craig discuss the steps to consider during open enrollment, ho...

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  The 'What's Next?' Retirement Podcast

  Roth Conversion Myths and Tax Pitfalls: Insights from a CPA with Glenn Block

  Oct 14, 202430 minS0

  <p><b>Summary</b><br/><br/>In this podcast episode, Craig Wear and Glenn Block discuss the intricacies of Roth IRA conversions from a CPA's perspective. They explore the misconceptions surrounding tax brackets, the importance of strategic planning, and the role of CPAs in guiding clients through the conversion process. The conversation highlights common pitfalls, tax strategies, and the benefits of charitable contributions in relation to Roth conversions. The episode emphasizes the need for professional guidance to navigate the complexities of tax planning and retirement strategies effectively.<br/><br/><b>Takeaways</b><br/><br/>Roth conversions can be beneficial even...

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