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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#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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#140 - Q&A edition...Donor Advised Funds, back door Roth IRA contributions, 10-year Treasury bonds, crypto and MORE!
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2025-02-27
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#139 – Retirement planning chat with a "real" person, John McLaurin
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2025-02-20
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#138 – Retirement planner chat, with Liz Yoder from Dependent Financial Planning
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2025-02-13
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#137 - 7 scenarios where it might be beneficial to do Roth conversions
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2025-02-06
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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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