<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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#207 – Roth conversion analysis: more than meets the eye
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2026-06-04
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#206 - Q&A edition...Social Security spousal benefits, tax withholdings on Social Security, bonds vs bond funds, separating basis out of IRAs and MORE!
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2026-05-28
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#205 – "Real" person retirement planning chat with Daryl
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2026-05-21
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#204 - "Hot topics" edition...Andy and Brad Flood talk about portfolio withdrawal strategies & sequence of returns risk, financial planning software limitations, balancing optimization and simplicity, and MORE!
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2026-05-14
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#203 – Options for holding cash and cash equivalents
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2026-05-07
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#202 – Guest host Mark Rosinski discusses Treasury obligation interest, basis in inherited IRAs, RMD aggregation rules, doubling up contributions to 457 plans, and ways to invest during the Social Security delay period
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2026-04-30
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#201 - Q&A edition...A.I. and financial planning, the "withhold and replace" method of paying taxes, step DOWN in basis, TIPS ladders and MORE!
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2026-04-23
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#200 – 200th episode special edition: my observations about the financial services industry
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2026-04-16
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#199 - "Hot topics" edition...Andy and Jonathan Vance talk about opportunities in the current market environment, 2026 tax updates, questions to ask advisors and MORE!
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2026-04-09
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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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