Standing in a welfare line as a young man with his mother to collect donated groceries, Nathan's relentless determination to understand money was born. With appreciation for the loving sacrifices and hard work of his parent's to support him and his siblings despite health complications and layoffs, living a financially fearless life became Nathan's quest and helping others to do the same later became his mission. Over the last sixteen years Nathan has developed and perfected the art of retirement planning culminating in his Three Steps to Financial Fitness process which has allowed hundreds of pre-retirees and retirees approach and thrive in retirement, fearlessly. As host of the Retire Fit with Nathan radio show, Nathan shares invaluable insight into practical planning tips and strategies weekly with his listeners and guests. Tune in on KLBJ, 11:00am on Sundays. Nathan has also contributed to his industry by serving on multiple national boards and training hundreds of financial advisors across the country on proven retirement strategies. He holds the Chartered Advisor for Senior Living® (CASL®) designation and the Retirement Income Certified Professional® (RICP®) designation. Nathan married his best friend, Lindsay in 2004 and their family of six children is their pride and joy. Between homeschooling, boating, sports, church activites and taking care of their 150lb dog and nineteen chickens they also make time for pizza and a lazy movie-night.
In this conversation, Nathan Fort and Morgan Patrick discuss the various stages of retirement, emphasizing the importance of planning and preparation. They explore the pre-retirement phase, the transition into retirement, the honeymoon phase, and the potential disenchantment that can follow. The discussion highlights the need for a solid financial plan to navigate these stages successfully and find purpose in retirement, ultimately leading to stability and confidence If you have any questions concerning your retirement call Nathan Fort 800-890-5008 or click here to visit our website. Retiring, Planning, Saving, Healthcare, 401K, Roth, TaxesSee omnystudio.com/listener for privacy information.
In this episode of Retire Fit Radio, Nathan Fort discusses the surprising positivity among retirees, with 72% reporting that their retirement is going better than expected. The conversation explores five key strategies that successful retirees are implementing, including building multiple income sources, locking in predictable income, and consolidating accounts for better financial clarity. Additionally, the hosts address potential red flags for retirement, such as living paycheck to paycheck and managing high-interest debt, emphasizing the importance of having a clear understanding of expenses and a solid financial plan. If you have any questions concerning your retirement call Nathan Fort 800-890-5008 or click here to visit our website. Retiring, Planning, Saving, Healthcare, 401K, Roth, TaxesSee omnystudio.com/listener for privacy information.
On this episode of Retire Fit Radio, Nathan Fort discusses the importance of understanding both conventional and unconventional economic indicators that can impact retirement planning. He highlights quirky indicators like the Lipstick Index and Cardboard Box Index, as well as traditional metrics such as GDP and unemployment rates. The conversation shifts to common cash flow mistakes retirees make, emphasizing the need for strategic IRA withdrawals and comprehensive tax planning to ensure a secure retirement income If you have any questions concerning your retirement call Nathan Fort 800-890-5008 or click here to visit our website. Retiring, Planning, Saving, Healthcare, 401K, Roth, TaxesSee omnystudio.com/listener for privacy information.
In this episode of Retire Fit Radio, Nathan Fort discusses common assumptions people make about retirement planning, particularly focusing on the risks of relying solely on market performance and the impact of inflation. He emphasizes the importance of having a solid retirement plan that accounts for market fluctuations and inflation rates. The conversation also explores opportunities that arise during bear markets, such as tax loss harvesting and the potential benefits of annuities in a changing interest rate environment. If you have any questions concerning your retirement call Nathan Fort 800-890-5008 or click here to visit our website. Retiring, Planning, Saving, Healthcare, 401K, Roth, TaxesSee omnystudio.com/listener for privacy information.
On this episode of Retire Fit Radio, Nathan Fort discusses the challenges and strategies for navigating market volatility as retirement approaches. He emphasizes the importance of clarity in financial planning, particularly regarding Social Security and investment strategies. The conversation also covers the impact of economic recessions on retirement planning and the necessity of having a solid financial plan to weather these situations. If you have any questions concerning your retirement call Nathan Fort 800-890-5008 or click here to visit our website. Retiring, Planning, Saving, Healthcare, 401K, Roth, TaxesSee omnystudio.com/listener for privacy information.
In this episode of Retire Fit Radio, Nathan Fort addresses the pressing concerns surrounding recession fears and their implications for retirement planning. He emphasizes the importance of understanding market dynamics, achieving financial clarity, and identifying hidden expenses that can erode retirement savings. The conversation also covers strategies for managing debt and healthcare costs, providing listeners with actionable insights to secure their financial future. If you have any questions concerning your retirement call Nathan Fort 800-890-5008 or click here to visit our website. Retiring, Planning, Saving, Healthcare, 401K, Roth, TaxesSee omnystudio.com/listener for privacy information.
In this episode of Retire Fit Radio, Nathan Ford discusses the importance of proactive retirement planning, emphasizing the need to navigate life's unexpected challenges, or 'curveballs.' He highlights key areas of concern for retirees, including financial instability, healthcare and long-term care costs, tax planning, and the impact of inflation. Nathan also introduces the concept of the 'Vital View,' a comprehensive retirement planning tool designed to help individuals assess their financial situation and prepare for a secure retirement. If you have any questions concerning your retirement call Nathan Fort 800-890-5008 or click here to visit our website. Retiring, Planning, Saving, Healthcare, 401K, Roth, TaxesSee omnystudio.com/listener for privacy information.
On this episode, Nathan discusses the impact of tariffs on retirement planning, debunking common myths and emphasizing the importance of having a clear financial strategy. They explore the benefits of Index Universal Life Insurance (IUL) as a tax-advantaged savings vehicle and discuss the role of annuities in providing guaranteed income for retirement. If you have any questions concerning your retirement call Nathan Fort 800-890-5008 or click here to visit our website. Retiring, Planning, Saving, Healthcare, 401K, Roth, TaxesSee omnystudio.com/listener for privacy information.
Coming up on Retire Fit Radio today we're breaking down five major economic headlines and more importantly, what you can do to protect your financial future. If you have any questions concerning your retirement call Nathan Fort 800-890-5008 or click here to visit our website. Retiring, Planning, Saving, Healthcare, 401K, Roth, TaxesSee omnystudio.com/listener for privacy information.
On this edition of Retire Fit Radio with Nathan Fort: Retirement is a big life change. Some people celebrate it with excitement, while others find it a little challenging once their careers come to an end. Like many major transitions, it takes time to get used to, but little preparation can make a big difference. If you have any questions concerning your retirement call Nathan Fort 800-890-5008 or click here to visit our website. Retiring, Planning, Saving, Healthcare, 401K, Roth, TaxesSee omnystudio.com/listener for privacy information.
The big question everyone asks about retirement is what's your number? How much do you really need before you can say goodbye to the nine to five grind? Well, here's the truth. It depends. The good news, we've got strategies to help on today's show. If you have any questions concerning your retirement call Nathan Fort 800-890-5008 or click here to visit our website. Retiring, Planning, Saving, Healthcare, 401K, Roth, TaxesSee omnystudio.com/listener for privacy information.
Retire Fit Radio: Today, let's explore behavioral finance, what it is, and how understanding it can help as you approach retirement in an easy to follow way. If you have any questions concerning your retirement call Nathan Fort 800-890-5008 or click here to visit our website. Retiring, Planning, Saving, Healthcare, 401K, Roth, TaxesSee omnystudio.com/listener for privacy information.
Coming up, one of the world's leading investment banks just dropped five critical concerns that retirees are going to face in 2025. Stick with us as we reveal each one and tell you exactly how to tackle all of them. If you have any questions concerning your retirement call Nathan Fort 800-890-5008 or click here to visit our website. Retiring, Planning, Saving, Healthcare, 401K, Roth, TaxesSee omnystudio.com/listener for privacy information.
Coming up on this edition of Retire Fit Radio: President-elect Donald Trump's second term is raising questions about how his administration might impact retirement savings. Financial planners are already working with their clients to make sense of potential changes. New tax policies, market trends and economic forecasts all should be considered when planning for retirement. Today, we'll explore ways to navigate retirement in 2025. If you have any questions concerning your retirement call Nathan Fort 800-890-5008 or click here to visit our website. Retiring, Planning, Saving, Healthcare, 401K, Roth, TaxesSee omnystudio.com/listener for privacy information.
Coming up today on Retire Fit Radio, we're tackling a question that's probably crossed all of our minds at some point. Can you really retire in three years or less? I know it sounds crazy, but for some folks, it's totally doable. We're gonna break down the key things you need to consider if early retirement is your goal. If you have any questions concerning your retirement call Nathan Fort 800-890-5008 or click here to visit our website. Retiring, Planning, Saving, Healthcare, 401K, Roth, Taxes See omnystudio.com/listener for privacy information.
On this week's show we discuss the parallels between the game of golf and retirement planning. We get into life lessons we can learn from planning for our retirement years. If you have any questions call Nathan Fort 800-890-5008 or click here to visit our website. Retirement, Saving, Planning, Roth, IRA, 401K, Healthcare, LegacySee omnystudio.com/listener for privacy information.
On this week's show how the higher cost of living we are experiencing will impact you in retirement. We discuss the big three hurdles you will need to clear. The 4% rule that many follow when withdrawing funds in retirement is dated and we will explain why. We will also throw questions out that you need to have the answers for while planning. We will also answer those very questions so take notes. If you have any questions concerning your retirement call Nathan Fort 800-890-5008 or click here to visit our website. Retiring, Planning, Saving, Healthcare, 401K, Roth, TaxesSee omnystudio.com/listener for privacy information.
Are You Ready to Retire Early? Do You Even Know if You Can? On this week's show we discuss retiring early and what it will take before you pull the trigger. Making your money last through your retirement is the goal, and having a customized retirement plan can guide you. We will also tackle some real tough questions that many don't want to tackle. If you have any questions about your own retirement call Nathan Fort 800-890-5008 or click here to visit our website. Retirement, Plan, Save, 401K, Roth, Taxes, Healthcare See omnystudio.com/listener for privacy information.
On this week's show we will discuss changes that will be coming when you enter retirement. How you choose to deal with the changes is vital. Having a plan will help navigate. Retirement and retirement planning has evolved over the last 50 years, we will discuss the Modern Retirement compared to what we all know as traditional retirement. Exchanging risk in return for income is a goal in retirement and we will dive into this subject answering the key questions. If you have any questions concerning your retirement call Nathan Fort 800-890-5008. Retirement, Risk, Planning, Taxes, Saving, 401K, RothSee omnystudio.com/listener for privacy information.
On this week's show new year financial resolutions. What steps should you be taking to strengthen your finances in the new year? Women and retirement, have some differences that need to be factored in and we will discuss. Achieving financial happiness in retirement is possible, but will a different path for each of us. If you have any questions call Nathan Fort 800-890-5008. Retirement, Safety, Planning, Saving, 401K, Roth, IRA, TaxesSee omnystudio.com/listener for privacy information.
On this week's show we give you simple steps to prepare for the new year in regards to your retirement. We get into the most important questions you need to be asking about retirement and answer them. Nest egg protection during a volatile market requires portfolio analysis and action. If you have any questions about your retirement scenario call Nathan Fort 800-890-5008. Planning, Retirement, Diversification, Taxes, 401K, IRA, RothSee omnystudio.com/listener for privacy information.
On today's show you're 10 years out from retirement and planning for retirement is vital. We have financial red zone tips on today's show. When do you withdraw from your retirement accounts and in what order? We will discuss some winning moves as well as moves to avoid. Also Retirement questions a comprehensive plan will answer. If you have any questions around your retirement call Nathan Fort 800-890-5008. Retirement, Income, Taxes, Roth, 401K, Planning, Insurance See omnystudio.com/listener for privacy information.
On this week's show we dive into a recent Northwestern Mutual Study on Financial instability. We will offer up a few tips so you can retire with confidence. Scams are seemingly every where and they tend to target our older age groups that are already in retirement. We will identify the latest 3 layer scam today that has been causing headaches for many. We will also give you some proven practices that will help you save even more for your golden years. If you have any questions concerning your retirement call Nathan Fort 800-890-5008. Retire, Savings, Roth, TSP, 401K, Planning, Taxes, 403BSee omnystudio.com/listener for privacy information.
On this week's show we will discuss retirement planning assumptions to avoid. There are six and you will want to make sure you are not following these assumptions. We will also dive in on ‘little” things that can make a big difference in your retirement. If you have any retirement planning questions call Nathan Fort 800-890-5008. Planning, Plan, Savings, Save, Taxes, 401K, Roth See omnystudio.com/listener for privacy information.
On this week's show we will discuss investing for retirement and offer up tips. You want to avoid big mistakes on your retirement journey. We will highlight some biggies to avoid. We have a few hypothetical case studies you don't want to miss. We'll go over the different scenarios and discuss possible outcomes. If you have any questions about your own retirement contact Nathan Fort 800-890-5008. Retire, Save, Plan, 401K, Roth, IRA, TaxesSee omnystudio.com/listener for privacy information.
On this edition of the show we have some fun with the old game show “ Who Wants to be millionaire”, but we insert retirement into the question. We will also be sinning on today's show….well at least talking about sins to avoid when prepping for your retirement. If you have any questions call Nathan Fort 800-890-5008. Retirement, Planning, Savings, RMD, Taxes, Roth, IRASee omnystudio.com/listener for privacy information.
Coming up on this week's show we discuss retirement concerns and these are the biggies. Retirement planning can be an emotional journey and you need to be careful not to overreact. Proactive strategies for retirement you can apply well before one's golden years. If you have any questions call Nathan Fort 800-890-5008. Retirement, 401K, IRA, Roth, Planning, TaxesSee omnystudio.com/listener for privacy information.
On this week's show we will have some fun with a very serious retirement topic. We all remember the game RISK, well we will put a retirement twist on it. Everybody is different and your retirement plan needs to be customized to you. We will also dive into understanding your investments and the role they will play in building lifetime income. If you have any questions concerning your retirement call Nathan Fort 800-890-5008. Retirement, Planning, Plan, Savings, Save, Interest, 401K, Roth, IRASee omnystudio.com/listener for privacy information.
On this week's show we have a lot to discuss. It's not uncommon for people to put off meeting with a financial advisor. We will go over some of the reasons people don't and explain why you should. If you are less than 10 years away from retiring we have some strategies for you to consider. Retirement expenses can go up, but you can control it with careful planning. If you have any questions about retirement, how to get started with your planning or need a second opinion on what your current situation call Nathan Fort 800-890-5008. Retirement, Planning, Saving, 401K, IRA, TSP, Pension, Taxes, Healthcare,See omnystudio.com/listener for privacy information.
On this week's show, we tackle the biggest financial concerns as you approach retirement. We dig into the emotional side of planning because it can be intimidating when you're getting started. You've saved well for retirement, now what? We will discuss distribution strategies. If you have any questions call Nathan Fort 800-890-5008. Retirement, Planning, Saving, Taxes, Stocks, Bonds, IRA, 401K, See omnystudio.com/listener for privacy information.
On this week's show we start off by having fun with the old game “Two Truths and a Lie”. We put the retirement planning twist on it. Do you have a “worry” list? We do, but we also have suggestions to ease your pain. If you have any questions about today's show or your own retirement call Retirement, Medicare, Roth, Planning, Fund, Savings, IRA, TSP, Diversification, Balance,See omnystudio.com/listener for privacy information.
On this week's show we will hear from the streets. Where are you in your planning process? Annuities just being mentioned sparks a reaction and we will discuss. We will go over strategies for regular dependable income in retirement. After the strategy you need a retirement budget/spending plan to keep you on track. If you have any questions call Nathan Fort 800-890-5008. Retirement, Plan, Planning, Annuity, 401K, TSP, Roth, IRA See omnystudio.com/listener for privacy information.
Politics and retirement planning are intermingling we discuss the hot topic ESG(Environmental, Social, Governance). We will go over red flags you need to be aware of, if you're hearing these from your current advisor look out! Baby Boomers, we talk directly to those turning 65 and things you need to avoid as you near retirement. If you have any questions call Nathan Fort 800-890-5008. Retire, Retirement, Savings, Plan, Planning, ESG, 401K, IRA, 403B, See omnystudio.com/listener for privacy information.
On this week's show we start with things you can do right now to help your money last through retirement. Unsteady times require calm rational behavior when it comes to your retirement accounts. We shift gears to discuss non-financial retirement questions that need to be answered before you call it quits. If you have any questions call Nathan Fort 800-890-5008. Retire, Savings, Planning, Roth, 401K, Annuity, Insurance,See omnystudio.com/listener for privacy information.
On this week's show we discuss some “Do's” and Don'ts when it come to your retirement savings. Also, the Federal Reserve has been adjusting interest rates and we'll dive into what that means for retirement portfolios. If you have any questions about your retirement call Nathan Fort 800-890-5008. Retirement, Planning, Savings, Roth, Annuities, Federal, Reserve, Interest, Rates,See omnystudio.com/listener for privacy information.
On the week's show we hear from CEO of JP Morgan Chase, Jamie Dimon. We will discuss the current state of the economy and what retirees and those about to be retired should focus on. Jaw dropping stats concerning your golden years will be highlighted on today's episode. Also today we have a few tips to kick start your retirement savings. If you have any questions concerning your own retirement call Nathan Fort 800-890-5008. Retirement, Planning, Strategy, Spending, Saving, RMD, 401K, Roth, Annuity, See omnystudio.com/listener for privacy information.
On this weeks show we have tips to make sure you don't run out of money in retirement. We will also address the true cost of inflation and how to protect your retirement from it. We all know Roth IRA's can be great for retirement, but did you know there are several benefits of the Roth that you can use before you actually retire? If you have any questions call Nathan Fort 800-890-5008. Retire, Retirement, Planning, Savings, Roth, IRA, 401KSee omnystudio.com/listener for privacy information.
On this week's show it's tax season and we're here to help. Taxes can potentially take a bite out of your retirement. We'll go over tips to help. Milestone ages for retirement start at 50 and you need to know the significance of the different ages. We will also go over retirement advice you should probably follow, but many do not. If you have any questions about your retirement call Nathan Fort 800-890-5008. Retirement, Taxes, Planning, 401K, Investing, RMD, Pension, See omnystudio.com/listener for privacy information.
On this week's show we discuss the latest from money management firm Natixis. That surveyed advisors around the country concerning the biggest retirement mistakes people are making. Life is filled with milestones and these can really impact your retirement. One of the first calls you make should be to your advisor when something big happens. Will you be better off in retirement than your parents or grandparents? We discuss all that and more coming up. If you have any questions about your retirement situation call Nathan Fort 800-890-5008. Retirement, Savings, Planning, IRA, 401K, TSP, See omnystudio.com/listener for privacy information.
On this week's show we discuss retiring in 2023 and what that may look like. Planning for income in retirement is one key to success, is your plan addressing everything as retirement looms. Keeping retirement money as safe as possibly is vital, we will discuss a few strategies. If you have any questions about your retirement situation call Nathan Fort 800-890-5008. Retirement, Savings, Planning, Risk, Taxes, 401K, Roth,See omnystudio.com/listener for privacy information.
On this week's program we give some tips if you are in the final ten years before you retire. Inflation is real and will impact retirement, we will discuss reevaluating your budget to cover expenses. We will also give you some tips to protect yourself and your financial future. If you have any questions concerning your retirement call Nathan Fort 800-890-5008. Retirement, Planning, 401K, Roth, Taxes, Inflation,See omnystudio.com/listener for privacy information.
On this weeks show we get into four ways to adjust your income and understanding the taxes. Stretching your budget in retirement may be required to stay on track. You will get a lot of advice from friends, coworkers and family when it comes to retirement, make sure the advice fits in your retirement puzzle. If you have any questions about your retirement call Nathan Fort 800-890-5008. Retirement, Planning, Taxes, Savings, Investing, Roth, IRASee omnystudio.com/listener for privacy information.
On this edition we discuss inflation's impact on your retirement. Avoiding big potential mistakes that you can make as you plan for your golden years is vital. 3 years into the Secure Act we outline changes that could influence your plans. If you have any questions call Nathan Fort 800-890-5008. Retirement, Retire, Plan, Planning, Taxes, Inflation, See omnystudio.com/listener for privacy information.
On this week's edition we discuss that first year of retirement. What you need to prepare for as you begin your retirement. We also get into navigating retirement if you are a Gen X-ers. The year is ending and we have money moves to make before 2023. If you have any questions about your retirement call Nathan Fort 800-890-5008. Retirement, Finance, Taxes, 401K, HSA, Stocks, Bonds,See omnystudio.com/listener for privacy information.
Cost of living adjustment for Social Security the biggest bump in 40 years. Shifting to decumulation can be an adjustment. Remember the “Easy” Button commercials? There are some tricky parts to retirement, but we have some tips to make it easier. If you have any questions call Nathan Fort 800-890-5008. Retirement, Planning, Decumulation, SocialSecurity, See omnystudio.com/listener for privacy information.
On this week's edition how to navigate inflation that is currently at a 40 year high. Taxes are going up. It's not a question of “if”, but “when”. Retirement income that's not taxable will be discussed get ready to take notes. We all have an idea of the lifestyle we want in retirement, and having a plan to get you there is vital. We have a few steps you can take. If you have any questions about your retirement scenario call Nathan Fort 800-890-5008. Retirement, Retire, Inflation, Taxes, Plan, Planning,See omnystudio.com/listener for privacy information.
On this week's program Secure Act 2.0 takes center stage. What this will mean for retirement planning and what you should be aware of moving forward. We will discuss proven practices that can help you save more as you head towards retirement. Once in retirement the planning doesn't stop. Planning how you spend your time in retirement is very important and we will talk bucket lists and being financially savvy. If you have any questions about your retirement call Nathan Fort 800-890-5008. Planning, SecureAct, Saving, Retirement, Inflation, Taxes, See omnystudio.com/listener for privacy information.
On this week's show we answer questions that advisors get every single day when it come to retirement. Long Term Care could be in the cards for some retirees. We will discuss alternatives to long term care insurance that you should be aware of as you plan for retirement. Breaking bad habits can be hard to do, we have some to be aware of when it comes to your retirement planning. If you have any questions concerning your retirement process call Nathan Fort 800-890-5008. Retire, Plan, Planning, Taxes, Roth, IRA, See omnystudio.com/listener for privacy information.
On this week's edition we discuss what retirees are most concerned about in this current economic environment. What are retirees and pre retirees stoking their nest eggs with as they head to their golden years? We will also debunk myths about annuities and you might just find that the right annuity could be a good fit in your retirement plan. If you have any questions about retirement planning call Nathan Fort 800-890-5008. Retirement, Savings, Planning, Roth, IRA, Annuity, See omnystudio.com/listener for privacy information.
Second Consecutive quarter of decline equals a recession. On today's show we discuss what this means for retirement planning. Planning for retirement for couples that have a significant age difference will be bantered about. If you are in this scenario with your spouse listen up. Also on this edition some tips to stretch your retirement dollars. If you have any questions concerning your retirement call Nathan Fort 800-890-5008. Retirement, Recession, Inflation, Annuity, Plan, Planning, See omnystudio.com/listener for privacy information.
On this week's program, Inflation is high, interest rates moving north, and the talk is, a recession is upon us. Has inflation peaked? How can you weather the storm as you move toward retirement? Questions asked and answered coming up. When markets are volatile there things you need to be doing as you near retirement. If you have any questions call Nathan Fort 800-890-5008. Retirement, Savings, Planning, Invest, Volatile, See omnystudio.com/listener for privacy information.
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