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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 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 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 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 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 historical statistics of market performance during different presidencies, giving perspective on what to possibly expect.
 
Takeaways:
 
 • Economic triggers
 • History of the stock market based on who is in office
 • How does congress affect the stock market?
 • 2008
 • Pandemic and spending by congress
 • Taxes and Retirement
 • “Taxes are on sale”

Episode 114: Will a Biden Presidency Affect My Retirement

Nate discusses an article titled “Can you retire with 1 million dollars?”
 
Key takeaways:
 
 • How long will 1 Million Dollars last in retirement?
 • Highest spending age group
 • Inflation Rate
 • Taxes in retirement
 • How much money do you need to retire?
 • Social Security Income
 • How to boost savings

Episode 115: Is One Million Dollars Enough To Retire?

Nate answers several questions on various topics in another addition of the Mailbag.
 
Click here to email Nate your questions!
 
Key takeaways:
 
 • Refinancing
 • Flipping Houses as Investment Strategy
 • Retirement Goals
 • Annuities
 • Student Loans and Payment Suspension
 • Tax Benefits due to COVID-19

Episode 116: Mailbag Questions 3: Refinancing, Flipping Houses, Variable Annuities, and More

Nate adds up multiple different types of taxes to come up with an average percentage of your income that you could be losing to Uncle Sam every year!! He also discusses class envy and a different way of thinking about it. 
 
Key takeaways:
 
 • Income Taxes
 • Social Security Taxes
 • Medicare Taxes
 • Gasoline Prices
 • Excise Tax
 
 
 
Sources:
 
 https://www.thebalance.com/what-the-average-american-pays-in-taxes-4768594#:~:text=The%20average%20single%20American%20contributed,Tax%20Foundation's%20method%20of%20calculation.
 
https://smartasset.com/taxes/kansas-tax-calculator
 
 https://smartasset.com/taxes/kansas-property-tax-calculator#:~:text=While%20the%20typical%20homeowner%20in,home%20value)%20is%201.37%25.
 
https://www.ksrevenue.org/pdf/ppsumm.pdf
 
https://www.salestaxhandbook.com/kansas/rates/lawrence
 
 https://taxfoundation.org/wireless-taxes-cell-phone-tax-rates-by-state-2020/
 
https://igentax.com/gas-tax-state/

Episode 117: Too Much Tax!

Nate discusses a powerful tool that can be used to satisfy those that are charitably inclined and concerned about lowering their taxes. 
 
Click here to listen to the interview with Marty Ruby.
 
Key takeaways:
 
 • Qualified Charitable Deductions (QCD)
 • Taxes and Donating to Charities in Retirement
 • Required Minimum Distributions (RMD)
 • IRA’s
 • Roth and Taxes
 • Tax Cuts and Jobs Act

Episode 118: Donor Advised Funds

Josh Miller interviews Nate on some of the biggest proposed changes in Biden’s bill, the possible ramifications of it, and what you can do to possibly put yourself in a better position should some of those things come to pass.
 
Sources:
 
Number of Amazon Workers from 2007-2020
 
The Politicians Lied: Amazon Does Pay Taxes
 
Wall Street Journal: Does Amazon Really Pay No Taxes? Here's the Complicated Answer.
 
Takeaways:
 
 • Corporate Tax Changes
 • Dividends
 • Share Prices
 • National Deficit
 • Capital Gains Tax

Episode 119: Biden’s Proposed Tax Changes

Nate discusses Kamala Harris’s 25% proposed tax on unrealized capital gains.
 
 
 
Sources:
 
 
 
 https://www.forbes.com/sites/robertwood/2024/08/29/kamala-harris-plan-to-tax-unrealized-capital-gain-is-scary-heres-why/
 
 
 
 https://www.forbes.com/sites/robertwood/2024/08/28/kamala-harris-has-big-plans-for-your-taxes-here-is-what-you-could-pay/
 
 
 
 https://www.politifact.com/factchecks/2024/aug/30/facebook-posts/harris-backs-an-unrealized-capital-gains-tax-it-wo/
 
 
 
 https://taxfoundation.org/data/all/federal/latest-federal-income-tax-data-2024/

Episode 186: Harris’s 25% Unrealized Capital Gains Tax

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