Podcast Episodes
Back to Search#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…2 years, 3 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…
2 years, 3 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…
2 years, 3 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
Links in this episode:
2 years, 3 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, 4 months 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, 4 months 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, 4 months ago
#098 – Retirement planner chat, with Lauren Hunt from Daybreak Wealth Management
Andy chats with fellow retirement planner Lauren Hunt, CFP®, from Daybreak Wealth Management. In this episode they talk about a wide array of retirem…
2 years, 4 months ago
#097 – Inherited IRA Required Minimum Distribution ("RMD") rules
Explanation of the Required Minimum Distribution ("RMD") rules for inherited IRAs
Links in this episode:
2 years, 5 months ago
#096 - Q&A edition...US government debt concerns, Health Savings Accounts, how to estimate taxes and MORE!
Listener Q&A where Andy talks about:
Am I concerned about the increasing amount of US government debt, and how do I think it will impact retirees' in…2 years, 5 months ago