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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 read the entire SAVE act and talks about what it says and what it doesn’t say to set the record straight surrounding both sides of the argument. 

Source: https://www.congress.gov/bill/119th-congress/house-bill/22/text https://dallasexpress.com/national/polls-show-84-american-support-for-photo-id-voting-trump-urges-congress-to-act/?utm_source=chatgpt.com https://www.realclearpolitics.com/video/2026/02/03/cnns_enten_83_favor_voter_id_its_not_controversial.html?utm_source=chatgpt.com

Trust but Verify: What the SAVE Act Actually Does

Nate breaks down the latest tax season data to show how new tax changes are impacting everyday Americans and retirees, and why many people may actually be paying less in taxes than they think. 

 Source: https://www.cnbc.com/2026/04/15/irs-audit-red-flags.html https://www.newsmax.com/newsfront/trump-tax-season-treasury/2026/04/15/id/1252973/

Episode 199: Not Just for the Rich - How New Tax Breaks Are Impacting Retirees and Everyday Americans

Nate thanks his team and his clients by telling how they’ve helped him build his business to allow him to give back, and recounts a very recent story of his first Mission Trip.

Episode 198 - Money, Mission Trips, and Mistletoe

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 sheds light on the confusion surrounding the IRS’s Roth IRA 5-year rule. Three types of Roth accounts this affects: 1. Contributions
 2. Conversions
 3. Inherited
 IRS pecking order of withdrawals 1. Contributions first
 2. Conversion second
 3. Growth or earnings third

Episode 158: Will I Pay Tax on my Roth IRA due to the 5 Year Rule?

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