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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#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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#158 - How investment custodians make money
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2025-07-03
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#157 - Q&A edition...bonds and the bond market, paying estimated taxes, converting ALL pre-tax money to Roth and MORE!
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2025-06-26
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#156 - Three "real" people discuss how they handled the emotional transition into retirement and how they now find fulfillment, meaning and satisfaction
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2025-06-19
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#155 - "Hot topics" edition...Andy and Larry Pershing talk about the Big Beautiful (tax) Bill, US debt, concentration in the S&P 500 and MORE!
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2025-06-12
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#154 - What retirement-focused financial and tax planning firms do for their fee, using my firm as an example
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2025-06-05
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#153 - Guest hosts Mike Powers and Kirsten Ashbaugh from Manuka Financial talk more about data and cybersecurity best practices
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2025-05-29
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#152 - Q&A edition...how to deal with market declines, Social Security spousal benefits, vacation home sale impacts on IRMAA and MORE!
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2025-05-22
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#151 – Retirement planning chat with a "real" person, Rob Berger
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2025-05-15
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#150 - "Hot topics" edition...Andy and Brian Tegtmeyer talk about retiring in a down market, concerns about Social Security, making estimated tax payments and MORE!
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2025-05-08
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#149 - Tips and best practices to protect your ID and financial information
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2025-05-01
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#148 - Q&A edition...buffer ETFs, direct indexing, bucketing strategies, kiddie tax and MORE!
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2025-04-24
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#147 – Chat with four "real" people, sharing what they wish they would have known or done differently during their divorces
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2025-04-17
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#146 – Retirement planner chat, with Mark Rosinski from Dunes Financial
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2025-04-10
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#145 - Understanding mutual fund capital gain distributions
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2025-04-03
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#144 - Q&A edition...Rule of thumb for retirement income needs, qualified vs ordinary dividends, Social Security taxation and MORE!
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2025-03-27
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#143 – Retirement planning chat with a "real" person, Jim Jones
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2025-03-20
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#142 - "Hot topics" edition...Andy and Mike Powers talk about tariffs, TIPs, international stocks, data/cyber security and MORE!
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2025-03-13
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#141 - Determining how much Roth conversion to do in a given year
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2025-03-06
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