Podcast Episodes
Back to Search#108 – Retirement planning chat with "real" people, Ali & Alison Walker
Andy chats with real people (not advisors) doing their own retirement planning. In this episode, Andy talks with Ali & Alison Walker, who live in Ari…
1 year, 10 months ago
#107 – Retirement planner chat, with Mike Powers from Manuka Financial
Andy chats with fellow retirement planner Mike Powers, CPA, PFS, CFP®, from Manuka Financial. In this episode they talk about a wide array of retirem…
1 year, 10 months ago
#106 - How to decide the optimal time to start your Social Security benefits
Andy talks about the main points to consider when deciding when to start your Social Security retirement benefits
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1 year, 11 months ago
#105 - Q&A edition... having mortgages in retirement, understanding Medicare coinsurance, when to consider long term care insurance and MORE!
Listener Q&A where Andy talks about:
Whether or not it's okay to have a mortgage or rent in retirement ( 1:56 )Medicare Part B coinsurance of 20% and…1 year, 11 months ago
#104 – Retirement planning chat with a "real" person, Laura Maione
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Laura Maione, who lives in Illin…
1 year, 11 months ago
#103 – Retirement planner chat, with Angie Furubotten-LaRosee from Avea Financial Planning
Andy chats with fellow retirement planner Angie Furubotten-LaRosee CFP®, from Avea Financial Planning. In this episode they talk about a wide array o…
1 year, 11 months ago
#102 - Highlights of the 2024 Social Security Trustees Report
Andy gives a summary of the key takeaways from the recently released 2024 Social Security Trustees Report
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1 year, 11 months ago
#101 - Q&A edition...Choosing a custodian, 401(k) contribution limits, gift tax exclusion limits and MORE!
Listener Q&A where Andy talks about:
How to choose a brokerage firm/custodian to use ( 3:00 )How frequently to rebalance your portfolio ( 11:46 )Annu…2 years ago
#100 – 100th episode celebration!!! Andy's 100 words of retirement planning wisdom
Thank you for your support through 100 episodes!!! 🥳 To celebrate the milestone of the 100th episode, Andy shares his 100 best bits of retirement pla…
2 years ago
#099 – Retirement planning chat with a "real" person, Al DiSalvio
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Al DiSalvio, who lives in New Je…
2 years ago