<p>Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!</p>
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#188 - Q&A edition...Social Security spousal benefits, cognitive biases in investing, changing state tax domicile, naming minors as beneficiaries and MORE!
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2026-01-22
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#187 – "Real" person chat with Kevin Lyles from the Rock Retirement Club, discussing six "Retirement Truths"
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2026-01-15
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#186 - "Hot topics" edition...Andy and Cody Garrett talk about ACA tax credits, Roth conversions, tax gain harvesting, paying taxes in retirement, using HSAs and MORE!
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2026-01-08
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#185 - My thoughts and commentary about what the financial markets did in 2025
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2026-01-01
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#184 - Q&A edition...consolidating accounts, tax withholdings vs estimated payments, QLACs, the 4% rule and MORE!
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2025-12-25
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#183 – Retirement planning chat with a "real" person, Jill
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2025-12-18
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#182 - "Hot topics" edition...Andy and Kevin Thompson talk about the One Big Beautiful Bill Act, the markets, IRMAA, senior exploitation and MORE!
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2025-12-11
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#181 - Q&A edition...understanding Roth IRA income limits, deciding between pension payment options, when to Roth convert vs distribute from an IRA and MORE!
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2025-12-04
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#180 - Q&A edition...Social Security spousal and survivor benefits, finding an advisor who doesn't require investment management, how a decedent's income is taxed and MORE!
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2025-11-27
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#179 – "Real" person chat with Beth Pinsker about her new book, My Mother's Money, A Guide to Financial Caregiving
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2025-11-20
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#178 - "Hot topics" edition...Andy and Ben Brandt talk about Monte Carlo, Donor Advised Funds, paying taxes on Roth conversions, how advisors dress and MORE!
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2025-11-13
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#177 - 2025 year-end tax planning tips and items to consider
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2025-11-06
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#176 - Guest host Brian Tegtmeyer from Truly Prosper Financial Planning talks about the non-financial aspects of planning a great retirement
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2025-10-30
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#175 - Q&A edition...The CAPE ratio and US stock market valuation, good enough vs optimization in retirement planning, tax on foreign stock dividends and MORE!
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2025-10-23
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#174 – Retirement planning chat with a "real" person, Jackie Cummings Koski
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2025-10-16
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#173 – Retirement planner chat, with Allen Mueller from 7 Saturdays Financial
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2025-10-09
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#172 - The conflicts, pros, cons and use cases of the different advisory fee structures
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2025-10-02
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#171 - Q&A edition...how much you can spend in retirement, Roth IRA 5-year rule, RMDs, accounts for grandchildren and MORE!
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2025-09-25
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#170 – Retirement planning chat with a "real" person, Scott
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2025-09-18
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#169 - "Hot topics" edition...Andy and Justin Pritchard talk about target date funds, illiquid assets in 401(k) plans, firing an advisor and MORE!
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2025-09-11
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