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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#136 - Guest host edition...Mike Powers walks through his retirement planning checklist
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2025-01-30
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#135 - Q&A edition...understanding financial advisor's titles, repeal of Social Security WEP & GPO, umbrella insurance and MORE!
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2025-01-23
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#134 – Retirement planning chat with a "real" person, Brian Alexander
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2025-01-16
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#133 – Retirement planner chat, with Eric Niergarth from Retirement Roadmap Financial Planning
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2025-01-09
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#132 - Why the value in financial advisory services can't actually be measured
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2025-01-02
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#131 - Q&A edition...mutual funds vs ETFs, traditional vs rollover IRAs, how much umbrella insurance to get and MORE!
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2024-12-26
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#130 – Retirement planning chat with a "real" person, Peter Townsend
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2024-12-19
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#129 – Retirement planner chat, with Andrew Gray from Gray Wealth Strategies
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2024-12-12
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#128 - How to decide whether to own or rent your home in retirement
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2024-12-05
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#127 - Q&A edition...concentration in the S&P 500, direct indexing, how to transfer accounts from one broker to another and MORE!
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2024-11-28
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#126 – Retirement planning chat with a "real" person, Jane
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2024-11-21
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#125 – Retirement planner chat, with Jamie Lima from Woodson Wealth Management
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2024-11-14
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#124 - The basics of taxes and tax planning in retirement
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2024-11-07
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#123 - My thoughts on 12 common financial and retirement planning rules of thumb
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2024-10-31
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#122 - Q&A edition...tracking Roth IRA contributions, what to do with leftover RMD money, using total bond market funds and MORE!
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2024-10-24
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#121 – Retirement planning chat with a "real" person, Doug Mann
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2024-10-17
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#120 – Retirement planner chat, with Erik Barnes from Retirement Portfolio Partners
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2024-10-10
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#119 - Andy's appearance on Rob Berger's YouTube channel, talking about taxes in retirement
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2024-10-03
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#118 - Q&A edition...Itemized sales tax deductions, pension vs lump sum, surviving spouse tax increases and MORE!
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2024-09-26
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#117 – Retirement planning chat with a "real" person, Alison
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2024-09-19
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