147 Episodes

  1. #124 - The basics of taxes and tax planning in retirement

    Published: 7/11/2024

  2. #123 - My thoughts on 12 common financial and retirement planning rules of thumb

    Published: 31/10/2024

  3. #122 - Q&A edition...tracking Roth IRA contributions, what to do with leftover RMD money, using total bond market funds and MORE!

    Published: 24/10/2024

  4. #121 – Retirement planning chat with a "real" person, Doug Mann

    Published: 17/10/2024

  5. #120 – Retirement planner chat, with Erik Barnes from Retirement Portfolio Partners

    Published: 10/10/2024

  6. #119 - Andy's appearance on Rob Berger's YouTube channel, talking about taxes in retirement

    Published: 3/10/2024

  7. #118 - Q&A edition...Itemized sales tax deductions, pension vs lump sum, surviving spouse tax increases and MORE!

    Published: 26/09/2024

  8. #117 – Retirement planning chat with a "real" person, Alison

    Published: 19/09/2024

  9. #116 – Retirement planner chat, with Roger Whitney from the Retirement Answer Man podcast

    Published: 12/09/2024

  10. #115 - How to give to charities tax-efficiently

    Published: 5/09/2024

  11. #114 – Retirement planner chat, with me...Andy Panko from Tenon Financial

    Published: 29/08/2024

  12. #113 - Q&A edition...how to find a retirement tax planner, Medicare premium surcharges, bullet maturity bond ETFs and MORE!

    Published: 22/08/2024

  13. #112 – Retirement planning chat with a "real" person, Jane

    Published: 15/08/2024

  14. #111 – Retirement planner chat, with Victor Medina from Palante Wealth

    Published: 8/08/2024

  15. #110 1/2 - ONE MORE pro of rolling over employer plans (like a 401(k)) to an IRA

    Published: 5/08/2024

  16. #110 - Pros and cons of rolling over employer plans [like a 401(k)] to an IRA

    Published: 1/08/2024

  17. #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!

    Published: 25/07/2024

  18. #108 – Retirement planning chat with "real" people, Ali & Alison Walker

    Published: 18/07/2024

  19. #107 – Retirement planner chat, with Mike Powers from Manuka Financial

    Published: 11/07/2024

  20. #106 - How to decide the optimal time to start your Social Security benefits

    Published: 4/07/2024

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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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