Podcast Episodes
Back to Search#134 – Retirement planning chat with a "real" person, Brian Alexander
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Brian Alexander. They talk about…
1 year, 8 months ago
#133 – Retirement planner chat, with Eric Niergarth from Retirement Roadmap Financial Planning
Andy chats with fellow retirement planner Eric Niergarth, CFP®, RICP® from Retirement Roadmap Financial Planning. In this episode they talk about a w…
1 year, 8 months ago
#132 - Why the value in financial advisory services can't actually be measured
Andy explains how there is definitely value in good financial advisory services, but how it's impossible to quantify that value and is often disingen…
1 year, 9 months ago
#131 - Q&A edition...mutual funds vs ETFs, traditional vs rollover IRAs, how much umbrella insurance to get and MORE!
Listener Q&A where Andy talks about:
What's the difference between index mutual funds and index ETFs, and why choose one over the other ( 6:32 )Is a …1 year, 9 months ago
#130 – Retirement planning chat with a "real" person, Peter Townsend
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Peter Townsend. They talk about …
1 year, 9 months ago
#129 – Retirement planner chat, with Andrew Gray from Gray Wealth Strategies
Andy chats with fellow retirement planner Andrew Gray, CFP® from Gray Wealth Strategies. In this episode they talk about a wide array of retirement p…
1 year, 9 months ago
#128 - How to decide whether to own or rent your home in retirement
Andy discusses the things to take into consideration when trying to decide whether to own or rent a home in retirement
1 year, 10 months ago
#127 - Q&A edition...concentration in the S&P 500, direct indexing, how to transfer accounts from one broker to another and MORE!
Listener Q&A where Andy talks about:
What to do about the concentration of the top few names in the S&P 500 ( 5:10 )What is direct indexing, when cou…1 year, 10 months ago
#126 – Retirement planning chat with a "real" person, Jane
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jane (anonymous name). They talk…
1 year, 10 months ago
#125 – Retirement planner chat, with Jamie Lima from Woodson Wealth Management
Andy chats with fellow retirement planner Jamie Lima, CFP®, CDFA from Woodson Wealth Management and Allegiant Divorce Solutions. In this episode they…
1 year, 10 months ago