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Tim Doehrmann, CFP® @UC3YxAhQOsk8lM8Spjm7ZJGA@youtube.com

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At EAGLE RIDGE WEALTH ADVISORS, we answer your financial que


10:14
8 Year-End Tax Saving Strategies You Need to Know
09:31
Case Study: We have a $2.4 Million Portfolio, Can I Retire Tomorrow and Continue Our Same Lifestyle?
07:34
Tax Implications of Inheriting an IRA, a Roth IRA or a Taxable Brokerage Account
08:09
Minimizing Retirement Taxes with Tax Loss Harvesting & Asset Placement (Location)
10:02
Minimizing Retirement Taxes 101
03:21
Dealing with Stock Market Volatility
07:06
5 Problems with Dividend Investing
07:27
Die With Zero
09:36
Reasonable Healthcare Options for Early Retirement (Before Medicare at 65)
12:45
We're 62 and 58 with $2.7m, how much can we spend if we retire tomorrow?
05:29
How to Avoid Bernie Madoff Situations
06:11
What is a financial custodian? Where will my money be held?
08:21
We Have $1.5 Million and a $50k/Year Pension, Can We Retire & Spend $10,000/Month?
08:00
IRS Waives 2024 RMD Penalty for IRA Beneficiaries Under 10-Year Rule
06:46
Should I Delay Taking My Social Security Benefit?
07:37
What is a Safe Guardrail Withdrawal Strategy for Retirement?
12:53
How Much Can I Save In Taxes With Roth Conversions?
10:27
The Roth IRA 5-Year Rule(s) Explained
07:25
Inherited IRA Required Minimum Distribution (RMD) Rules
06:04
IRA and Inherited IRA Beneficiary and Estate Planning Considerations
09:26
How Will Your 401(k) And Other Accounts Be Taxed In Retirement?
09:20
What Should I Do With My 401(k) and Other Accounts When I Retire?
07:01
9 Keys to a Happy & Successful Retirement. And how to get there.
12:43
In Retirement, How Much Can I Spend from a $1 Million Portfolio?
07:36
Is $1 Million Enough to Retire?
05:50
Does Illinois Tax Retirement Income? An IL Tax Guide.
05:51
Which States Do Not Tax Retirement Income
05:20
Is It Inflation or Lifestyle Creep Making US Feel Poor
06:51
What is the behavior gap? Bad market timing costs investors 17% over the past decade
06:57
What Are the Tax Implications of a Tax Cuts and Jobs Act (TCJA) Sunset?
06:32
5 Costly Mistakes to Avoid in Retirement
08:08
Real Life Case Study Saving Over $1.7m in Retirement Taxes
02:14
Who is Eagle Ridge Wealth Advisors
07:40
Roth IRA Explained: Contributions vs. Conversions, and More
08:35
Is Dave Ramsey's 8% Withdrawal Rate Realistic?
09:11
When Should I Take Social Security?
10:38
20 Most Common Investment Mistakes
08:04
Which Accounts Should You Take Funds From First In Retirement
10:02
How Much Do I Need to Retire?
09:33
Tips to Increase Your Social Security Benefit
04:48
Dissecting Common Myths About Aging
06:59
Will Capital Gains Push You Into a Higher Tax Bracket?
06:05
Pay Zero Taxes on Capital Gains in 2023
03:28
Widows and Widowers Tax | Minimize Your Lifetime Tax Liability
03:12
Roth Conversions: How They Can Help Reduce Lifetime Tax Liabilities - Part 2
06:58
Roth Conversions: How They Can Help Reduce Lifetime Tax Liabilities - Part 1
01:21
A Message From Tim Doehrmann - Certified Financial Planner
05:48
Using Asset Placement to Limit Tax Liability in Retirement
07:57
Taxes In Retirement: How to Be Most Tax Efficient
07:39
Taxes in Retirement 201: How Social Security and Medicare are "Taxed" - PART 2
05:39
Taxes in Retirement 201: RMDs & Capital Gains | Planning for Retirement - PART 1
06:33
How Taxes Relate To You In Retirement - Taxes 101
04:24
The Untold History of Taxes in America - Tax Code
03:50
The Problem: Many Americans Are Sitting On a Retirement Tax Bomb - Taxes in Retirement
01:16:48
How to Avoid Paying Too Much in Taxes During Retirement. (Full Webinar)