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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#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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#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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