Podcast Episodes
Back to Search#224 - The basics of bonds: what they are, how they work, and how to use them in retirement planning
Andy discusses the basics of bonds, including:
Basic features and functions of bondsThe risks in bondsBond issuers and maturitiesHow bonds can be used…an hour ago
#223 - Q&A edition...the 4% rule, Artificial Intelligence and the planning world, RMDs vs annuity income, TIPS, and MORE!
Listener Q&A where Andy talks about:
Follow up thoughts on a previous question about whether it's better to use $27k of cash to make a mega backdoor …1 week ago
#222 - All about pensions...what they are, how they work, how to decide between taking lifetime payments or a lump sum, and MORE! [replay of Andy's appearance on the Catching up to FI podcast]
In this replay of Andy's recent guest appearance on the Catching up to FI podcast, Andy and hosts Bill Yount, MD, and Jackie Cummings Koski, CFP®, AF…
2 weeks ago
#221 - Retirement planner chat with Ryan Langan from Your Path Fi
Andy chats with fellow retirement planner Ryan Langan, CFP®, from Your Path Fi. In this episode they talk about a wide array of retirement planning t…
3 weeks ago
#220 - How to move to a new state...tax compliantly
Andy discusses what all is involved in moving to a new state, from a tax perspective...properly changing your "domicile" and "residence" to the new s…
4 weeks ago
#219 - Q&A edition...paying down a mortgage vs paying tax on Roth conversions, Social Security survivor benefits, converting ALL pre-tax money to Roth, updating account beneficiaries, and MORE!
Listener Q&A where Andy talks about:
Whether to use money in a 457b to pay down a mortgage or to pay taxes on Roth conversions ( 7:56 )How Social Sec…1 month ago
#218 – "Real" person retirement planning chat with Mark
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Mark. They talk about a wide arr…
1 month, 1 week ago
#217 - Q&A edition...unrealized gains in brokerage accounts, variable withdrawal strategies, unused 529 funds, protecting against fraud from advisors and MORE!
Listener Q&A where Andy talks about:
How to sell and rebalance positions in a brokerage account when they have unrealized gains and you're trying to …1 month, 2 weeks ago
#216 - Trump accounts: what they are, how they work, and use cases
Andy discusses the ins and outs of Trump accounts:
Legislative backgroundHow to open themHow to fund themInvesting inside themHow to distribute from t…1 month, 3 weeks ago
#215 - Summary of the 2026 annual Social Security trustees report
Andy summarizes the recent 2026 annual Social Security trustees report, including what it would actually mean if the system's trust fund were to depl…
2 months ago