Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
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#116 – Retirement planner chat, with Roger Whitney from the Retirement Answer Man podcast
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2024-09-12
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#115 - How to give to charities tax-efficiently
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2024-09-05
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#114 – Retirement planner chat, with me...Andy Panko from Tenon Financial
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2024-08-29
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#113 - Q&A edition...how to find a retirement tax planner, Medicare premium surcharges, bullet maturity bond ETFs and MORE!
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2024-08-22
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#112 – Retirement planning chat with a "real" person, Jane
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2024-08-15
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#111 – Retirement planner chat, with Victor Medina from Palante Wealth
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2024-08-08
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#110 1/2 - ONE MORE pro of rolling over employer plans (like a 401(k)) to an IRA
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2024-08-05
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#110 - Pros and cons of rolling over employer plans [like a 401(k)] to an IRA
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2024-08-01
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#109 - Q&A edition...how to know if your 401(k) is good, how much tax to withhold from Social Security, should you invest in International stocks and MORE!
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2024-07-25
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#108 – Retirement planning chat with "real" people, Ali & Alison Walker
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2024-07-18
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#107 – Retirement planner chat, with Mike Powers from Manuka Financial
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2024-07-11
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#106 - How to decide the optimal time to start your Social Security benefits
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2024-07-04
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#105 - Q&A edition... having mortgages in retirement, understanding Medicare coinsurance, when to consider long term care insurance and MORE!
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2024-06-27
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#104 – Retirement planning chat with a "real" person, Laura Maione
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2024-06-20
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#103 – Retirement planner chat, with Angie Furubotten-LaRosee from Avea Financial Planning
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2024-06-13
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#102 - Highlights of the 2024 Social Security Trustees Report
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2024-06-06
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#101 - Q&A edition...Choosing a custodian, 401(k) contribution limits, gift tax exclusion limits and MORE!
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2024-05-30
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#100 – 100th episode celebration!!! Andy's 100 words of retirement planning wisdom
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2024-05-23
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#099 – Retirement planning chat with a "real" person, Al DiSalvio
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2024-05-16
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#098 – Retirement planner chat, with Lauren Hunt from Daybreak Wealth Management
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2024-05-09
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