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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#109 - Q&A edition...how to know if your 401(k) is good, how much tax to withhold from Social Security, should you invest in International stocks and MORE!
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2024-07-25
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#108 – Retirement planning chat with "real" people, Ali & Alison Walker
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2024-07-18
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#107 – Retirement planner chat, with Mike Powers from Manuka Financial
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2024-07-11
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#106 - How to decide the optimal time to start your Social Security benefits
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2024-07-04
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#105 - Q&A edition... having mortgages in retirement, understanding Medicare coinsurance, when to consider long term care insurance and MORE!
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2024-06-27
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#104 – Retirement planning chat with a "real" person, Laura Maione
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2024-06-20
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#103 – Retirement planner chat, with Angie Furubotten-LaRosee from Avea Financial Planning
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2024-06-13
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#102 - Highlights of the 2024 Social Security Trustees Report
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2024-06-06
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#101 - Q&A edition...Choosing a custodian, 401(k) contribution limits, gift tax exclusion limits and MORE!
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2024-05-30
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#100 – 100th episode celebration!!! Andy's 100 words of retirement planning wisdom
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2024-05-23
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#099 – Retirement planning chat with a "real" person, Al DiSalvio
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2024-05-16
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#098 – Retirement planner chat, with Lauren Hunt from Daybreak Wealth Management
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2024-05-09
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#097 – Inherited IRA Required Minimum Distribution ("RMD") rules
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2024-05-02
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#096 - Q&A edition...US government debt concerns, Health Savings Accounts, how to estimate taxes and MORE!
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2024-04-25
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#095 – Retirement planning chat with a "real" person, Judy Ocaya
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2024-04-18
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#094 – Retirement planner chat, with David and Mary Oransky from Laminar Wealth
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2024-04-11
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#093 – Advisory fees...the good, the bad, the ugly
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2024-04-04
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#092 - Q&A edition...determining state tax residency, tax underpayment penalties and MORE!
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2024-03-28
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#091 – Retirement planning chat with a "real" person, Tom Santi
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2024-03-21
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#090 – Retirement planner chat, with Devin Carroll from Carroll Advisory Group
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2024-03-14
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