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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#178 - "Hot topics" edition...Andy and Ben Brandt talk about Monte Carlo, Donor Advised Funds, paying taxes on Roth conversions, how advisors dress and MORE!
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2025-11-13
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#177 - 2025 year-end tax planning tips and items to consider
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2025-11-06
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#176 - Guest host Brian Tegtmeyer from Truly Prosper Financial Planning talks about the non-financial aspects of planning a great retirement
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2025-10-30
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#175 - Q&A edition...The CAPE ratio and US stock market valuation, good enough vs optimization in retirement planning, tax on foreign stock dividends and MORE!
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2025-10-23
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#174 – Retirement planning chat with a "real" person, Jackie Cummings Koski
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2025-10-16
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#173 – Retirement planner chat, with Allen Mueller from 7 Saturdays Financial
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2025-10-09
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#172 - The conflicts, pros, cons and use cases of the different advisory fee structures
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2025-10-02
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#171 - Q&A edition...how much you can spend in retirement, Roth IRA 5-year rule, RMDs, accounts for grandchildren and MORE!
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2025-09-25
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#170 – Retirement planning chat with a "real" person, Scott
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2025-09-18
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#169 - "Hot topics" edition...Andy and Justin Pritchard talk about target date funds, illiquid assets in 401(k) plans, firing an advisor and MORE!
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2025-09-11
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#168 - Helpful tools and interesting information from the recent IRS Tax Forum
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2025-09-04
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#167 - Q&A edition...basis in inherited IRAs, Social Security break even analysis, coordinating RMDs and Roth conversions and MORE!
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2025-08-28
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#166 - The most common retirement planning questions from "real" people
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2025-08-21
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#165 - "Hot topics" edition...Andy and Mark Rosinski talk about different withdrawal strategies, rule of 55 distributions, allocating the stock portion of a portfolio and MORE!
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2025-08-14
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#164 - Summary of the 2025 annual Social Security trustees report
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2025-08-07
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#163 - Guest host Larry Pershing from Optimum Retirement Planning talks about managing and reducing concentrated stock holdings
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2025-07-31
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#162 - Q&A edition...more about bonds, taking distributions from a 401(k), when tax rates might actually go up (and by how much) and MORE!
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2025-07-24
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#161 – Retirement planning chat with a "real" person, Jan
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2025-07-17
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#160 - "Hot topics" edition...Andy and Lauren Hunt talk about the Social Security annual trustees report, the ever-increasing stock market, whether to take out loans or pay for things outright and MORE!
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2025-07-10
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#159 - SPECIAL EDITION...Provisions of the "One Big Beautiful Bill Act" most likely to impact your tax return
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2025-07-08
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