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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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#126 – Retirement planning chat with a "real" person, Jane
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#125 – Retirement planner chat, with Jamie Lima from Woodson Wealth Management
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#124 - The basics of taxes and tax planning in retirement
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#123 - My thoughts on 12 common financial and retirement planning rules of thumb
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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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#121 – Retirement planning chat with a "real" person, Doug Mann
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#120 – Retirement planner chat, with Erik Barnes from Retirement Portfolio Partners
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#119 - Andy's appearance on Rob Berger's YouTube channel, talking about taxes in retirement
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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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#117 – Retirement planning chat with a "real" person, Alison
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#116 – Retirement planner chat, with Roger Whitney from the Retirement Answer Man podcast
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#115 - How to give to charities tax-efficiently
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#114 – Retirement planner chat, with me...Andy Panko from Tenon Financial
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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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#112 – Retirement planning chat with a "real" person, Jane
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#111 – Retirement planner chat, with Victor Medina from Palante Wealth
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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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#110 - Pros and cons of rolling over employer plans [like a 401(k)] to an IRA
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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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#108 – Retirement planning chat with "real" people, Ali & Alison Walker
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#107 – Retirement planner chat, with Mike Powers from Manuka Financial
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#106 - How to decide the optimal time to start your Social Security benefits
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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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#104 – Retirement planning chat with a "real" person, Laura Maione
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#103 – Retirement planner chat, with Angie Furubotten-LaRosee from Avea Financial Planning
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#102 - Highlights of the 2024 Social Security Trustees Report
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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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#100 – 100th episode celebration!!! Andy's 100 words of retirement planning wisdom
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#099 – Retirement planning chat with a "real" person, Al DiSalvio
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#098 – Retirement planner chat, with Lauren Hunt from Daybreak Wealth Management
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#097 – Inherited IRA Required Minimum Distribution ("RMD") rules
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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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#095 – Retirement planning chat with a "real" person, Judy Ocaya
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#094 – Retirement planner chat, with David and Mary Oransky from Laminar Wealth
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#093 – Advisory fees...the good, the bad, the ugly
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#092 - Q&A edition...determining state tax residency, tax underpayment penalties and MORE!
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#091 – Retirement planning chat with a "real" person, Tom Santi
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#090 – Retirement planner chat, with Devin Carroll from Carroll Advisory Group
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#089 – Understanding the S&P 500 index and why it's NOT the right benchmark for your portfolio
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#088 – Retirement planning considerations for women, with Laura Adams
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#087 - Q&A edition...tax return filing statuses, advisor succession plans and MORE!
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#086 – Retirement planning chat with a "real" person, Bill Stevenson
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#085 – Retirement planner chat, with Brian Tegtmeyer from Truly Prosper Financial Planning
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#084 – Understanding Target Date Retirement Funds
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#083 - Q&A edition...Solo 401(k)s, tax gain harvesting, bonds vs bond funds and MORE!
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#082 – Retirement planning chat with a "real" person, David Folts
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#081 – Retirement planner chat, with Larry Pershing from Optimum Retirement Planning
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#080 – How to lower your taxes in 2024
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Retirement Planning Education is coming back!
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Retirement Planning Education is going on hiatus
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#079 – The non-financial or “softer” side of retirement planning, with Kevin Lyles (Part 2 of 2)
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#078 – The non-financial or “softer” side of retirement planning, with Kevin Lyles (Part 1 of 2)
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#077 - Understanding cash value life insurance and how it's sold, with Kevin Lao
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#076 - What exactly is "Financial Planning?"
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#075 - Qualified Charitable Distributions ("QCDs")
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#074 - How to break up with your financial advisor
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#073 - What does it actually mean to be a "fiduciary," and does it matter?
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#072 - The benefit of "step up in basis"
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#071 - Understanding the $250k or $500k gain exclusion on selling your primary residence
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#070 - Q&A edition...dividend reinvestment, gifting stocks, Social Security survivor benefits and MORE!
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#069 - Highlights of the 2023 Social Security Trustees Report
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#068 - What happens to my investments if my broker goes under?
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#067 - Why are banks failing and should we be concerned about more failures?
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#066 - Common tax forms retirees get at tax return time
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#065 - 7 Social Security myths, with Devin Carroll (Part 2 of 2)
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#064 - 7 Social Security myths, with Devin Carroll (Part 1 of 2)
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#063 - Q&A edition...401(k)s & Highly Compensated Employees, interest rates & Social Security, inherited 401(k) distributions and MORE!
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#062 - Introduction to Investing (Part 6 of 6) - Creating and managing your portfolio
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#061 - Introduction to Investing (Part 5 of 6) - Cash and alternative investments
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#060 - Introduction to Investing (Part 4 of 6) - All about mutual funds and exchange traded funds ("ETFs")
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#059 - Introduction to Investing (Part 3 of 6) - All about bonds
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#058 - Introduction to Investing (Part 2 of 6) - All about stocks
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#057 - Introduction to Investing (Part 1 of 6) - Background considerations and explanation of account types
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#056 - New RMD rules and other retirement planning changes in SECURE 2.0 Act of 2022
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#055 - Financial planning and divorce, with Amy Colton (Part 2 of 2)
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#054 - Financial planning and divorce, with Amy Colton (Part 1 of 2)
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#053 - What is tax planning?
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#052 - Q&A edition...457(b) plans, Roth 401(k) conversions, wash sales, Treasury notes and MORE!
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#051 - Introductory overview of the Federal income tax system
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#050 - What I'm thankful for (from a retirement planning perspective)
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#049 - The basics of estate planning
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#048 - Q&A edition...the Social Security "Earnings Test," 401(k) RMDs, tax gain harvesting and MORE!
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#047 - Everything you wanted to know about Medicare, with Danielle Roberts (Part 2 of 2)
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#046 - Everything you wanted to know about Medicare, with Danielle Roberts (Part 1 of 2)
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#045 - Will the 8.7% 2023 Social Security Cost of Living Adjustment apply to me?
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#044 - Q&A edition...RMDs on inherited IRAs, deducting LTC expenses, planning for unknowns and MORE!
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#043 - Everything you wanted to know about reverse mortgages, with Josh Blum (Part 2 of 2)
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#042 - Everything you wanted to know about reverse mortgages, with Josh Blum (Part 1 of 2)
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#041 - The Net Investment Income Tax and how it may impact your retirement planning
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#040 - Q&A edition...delaying Social Security, when to start a pension, RMDs on inherited IRAs, where to save cash and MORE!
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#039 - Health insurance options if you're retired and not yet eligible for Medicare
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#038 - Understanding Affordable Care Act ("ACA") health insurance and premium tax credit subsidies
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#037 - There's a lot value in retirement planning, but it can't actually be measured
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#036 - Q&A edition...Roth conversion optimization, tax on crypto, when to start annuity payments and more!
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#035 - Everything you wanted to know about long term care insurance, with Kerry Peabody (Part 2 of 2)
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#034 - Everything you wanted to know about long term care insurance, with Kerry Peabody (Part 1 of 2)
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#033 - Summary of different portfolio withdrawal strategies
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#032 - Q&A edition...spousal Roth IRAs, 401(k) to Roth IRA conversions, self-funding LTC and more!
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#031 - What is a bond ladder?
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