Join financial expert Nathan Fort as he breaks down the financial questions that matter most, helping you lay the foundation for a prosperous future.
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Money Matters is a recurring segment where we talk through the retirement questions people are actually asking. When to file for Social Security. Which accounts to draw from first. What healthcare is going to cost before Medicare kicks in. How the estate documents fit with everything else.
Most of these questions get answered one at a time, by whoever happens to be in the room. That's how people end up with a pile of accounts and no plan. On Money Matters we try to show how the pieces fit together, because the order you make these decisions in changes the outcome.
It's the same conversation we have with clients, just shared with the rest of Central Texas.
Nathan Fort is the exclusive financial planner for KVUE's Money Matters segment and founder of Vital Wealth and Retirement. For sixteen years he has specialized in retirement income planning for Central Texans approaching this transition, coordinating Social Security timing, tax-efficient withdrawal, Medicare, and long-term care into a single plan. He is also host of The Breakaway Point TV show and the Capital and Consequence podcast, and was named Best Financial Planner in Cedar Park in 2023 and 2024.