Podcast Episodes
Back to Search#124 - The basics of taxes and tax planning in retirement
Andy talks about the basics of what to know regarding taxes and tax planning in retirement. Topics discussed include:
1 year, 10 months ago
#123 - My thoughts on 12 common financial and retirement planning rules of thumb
Special edition episode in which Andy shares his views on whether the below 12 rules of thumb are accurate or not:
1 year, 11 months ago
#122 - Q&A edition...tracking Roth IRA contributions, what to do with leftover RMD money, using total bond market funds and MORE!
Listener Q&A where Andy talks about:
How to keep track of Roth IRA contributions ( 6:45 )Considering getting employer-sponsored health insurance to s…1 year, 11 months ago
#121 – Retirement planning chat with a "real" person, Doug Mann
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Doug Mann. They talk about a wid…
1 year, 11 months ago
#120 – Retirement planner chat, with Erik Barnes from Retirement Portfolio Partners
Andy chats with fellow retirement planner Erik Barnes, CFP® from Retirement Portfolio Partners. In this episode they talk about a wide array of retir…
1 year, 11 months ago
#119 - Andy's appearance on Rob Berger's YouTube channel, talking about taxes in retirement
Andy appeared as a guest/co-host on the September 23, 2024 episode of Rob Berger's YouTube live stream video series. In it, they discussed taxes and …
2 years ago
#118 - Q&A edition...Itemized sales tax deductions, pension vs lump sum, surviving spouse tax increases and MORE!
Listener Q&A where Andy talks about:
Itemizing sales taxes on Schedule A of your tax return, particularly when living in two states during the year (…2 years ago
#117 – Retirement planning chat with a "real" person, Alison
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Alison (last name not disclosed)…
2 years ago
#116 – Retirement planner chat, with Roger Whitney from the Retirement Answer Man podcast
Andy chats with fellow retirement planner Roger Whitney, CFP®, CIMA®, CPWA® from The Retirement Answer Man podcast. In this episode they talk about a…
2 years ago
#115 - How to give to charities tax-efficiently
Andy summarizes the tax-related concepts to know when giving to charities, and summarizes a few ways in which to make your charitable donations as ta…
2 years, 1 month ago