<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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#198 - Whether to take a pension as a lump sum or monthly payments
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2026-04-02
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#197 - Q&A edition...how often to rebalance, tracking Roth IRA contributions, are RMDs really that bad, paying off mortgages before retirement and MORE!
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2026-03-26
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#196 – "Real" person retirement planning chat with Jim Kellerman
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2026-03-19
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#195 - Retirement planner chat with Bradley Hilton from Sonas Financial Planning
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2026-03-12
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#194 - Gifting, gift taxes, annual gift exclusion and gift tax returns (IRS Form 709)
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2026-03-05
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#193 - Q&A edition...Social Security lump sum for retroactive payments, whether to pay off a mortgage, step-up in basis, gifting without having to file a gift tax return and MORE!
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2026-02-26
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#192 – "Real" person chat with Kevin Sebesta from the Rock Retirement Club, discussing FIRE...Financial Independence, Retire Early
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2026-02-19
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#191 - "Hot topics" edition...Andy and Jason Cutitta talk about inheritances, Die With Zero, TSP in-plan conversion, taking RMDs and MORE!
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2026-02-12
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#190 - All about "backdoor" Roth contributions
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2026-02-05
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#189 - My background and prior experiences and how they shaped my views and approach to retirement planning and starting my own firm and creating this podcast
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2026-01-29
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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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