Podcast
The Clearview on Retirement
Hosted by Nick Bautista · EN
My mission is to educate and inform clients about the landmines and peace of mind strategies to help them retire or feel care free in retirement.
11episodes
Episodes
Newest firstAll episodes
How Does Politics Affect The Market?
Jan 31, 202400:04:54Tap to summarizeSince we are in an election year there may be some changes coming through the market. Does it matter if a Republican or Democrat is in office?
Transcribe →Healthcare Costs Before Medicare If You Are Retiring
Sep 1, 202300:07:39Tap to summarizeIf you are considering retiring, have you thought about what your healthcare costs are going to be? There are a few considerations to keep in mind before you turn 65 and are paying for your own healthcare.
Transcribe →Social Security Mistakes To Avoid
Jun 30, 202300:05:40Tap to summarizeSocial Security is a crucial aspect of retirement planning. Nick Bautista explains the strategies for maximizing benefits and common pitfalls to avoid.
Transcribe →Should I Worry About The Debt Ceiling?
Jun 1, 202300:04:30Tap to summarizeNick Bautista shares how the debt ceiling is impacting the market and getting lots of headlines.
Transcribe →FED and Interest Rate Updates
Apr 21, 202300:05:44Tap to summarizeWill the FED finally stop raising the Fed Funds interest rate? It appears it may be likely, so what does that mean for the economy and market moving forward?
Transcribe →Will Social Security Run Out?
Feb 17, 202300:12:12Tap to summarizeIn this episode Nick Bautista discusses Social Security insolvency and the steps needed to take so Social Security doesn't run out of money. Projection Website: https://www.crfb.org/blogs/cbo-only-decade-until-social-security-insolvency Calculator Tool: https://www.crfb.org/socialsecurityreformer/
Transcribe →Market Outlook 2023
Jan 27, 202300:11:21Tap to summarizeNick talks through the market outlook for 2023 while revisiting the FED funds rate, unemployment and inflation. Nick makes a case as to how each one is affecting the FEDs decision making and what it might mean for the markets.
Transcribe →Secure Act 2.0 - Big Changes For Retirement Planning
Jan 6, 202300:06:37Tap to summarizeThe Secure Act 2.0 brought about important changes to retirement planning, from RMD age to contribution limits. Learn if it affects you.
Transcribe →Should I Invest In Short Term Bonds?
Dec 9, 202200:07:52Tap to summarizeNick Bautista describes the idea of how to invest in short term bonds and the advantages of using high interest savings accounts. Ally.com https://www.ally.com American Express Savings https://www.americanexpress.com/en-us/banking/online-savings/high-yield-savings/
Transcribe →2022 Year End Tax Planning
Nov 18, 202200:07:42Tap to summarizeAs we come to a close for 2022, Nick Bautista reviews a few tax planning strategies that deal with HSAs, investment loss harvesting, and charitable giving.
Transcribe →