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Nate Miller

Retirement Rescue Radio is a weekly podcast with Author, Financial Advisor, Husband, Father, and Blackbelt, Nate Miller, Founder of Miller Retirement Group headquartered in the heart of the Midwest; Lawrence, Kansas. If you are a retiree, or pre-retiree, this podcast is for you. In it, he will draw on his experience both as an Advisor, and the cumulative knowledge that he received when he had the opportunity to consult with some of the top financial and retirement advisors in the nation. He will be bringing actionable advice and steps that you can take in order to help avoid potentially misleading financial advice and make sure that your retirement income lasts as long as you do and that you not simply survive, but thrive in retirement!

Miller Retirement Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Miller Retirement Group are not affiliated companies. 00500120 - 12/21

Retirement Rescue Radio

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

Episode 197 - How Advisors Add Value. It’s Probably Different than what You Think!

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

Episode 196 - The American Blue-Collar Boom

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

Episode 195 - The Big Beautiful Bill has Passed!

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

Episode 194 - Beyond Work Retirement Plans: Exploring Investment Account Options

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

Episode 193: Tesla Will Help Me Donate to Charity For Free!

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

Episode 192: Retirement Doomsday? I Don’t Think So, Bob

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

Episode 191: The New Social Security Fairness Act

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

Episode 190: Tariffs, Taxes and Trade – Oh My!

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

Episode 189: Project 2025: Cuts or No Cuts to Social Security?

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

Episode 197 - How Advisors Add Value. It’s Probably Different than what You Think!

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