Podcast Episodes
Back to SearchRetirement Planning Education is going on hiatus
Retirement Planning Education is going on hiatus. But hopefully I'll be back at making episodes again in the not too distant future!
-Andy
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2 years, 11 months ago
#079 – The non-financial or “softer” side of retirement planning, with Kevin Lyles (Part 2 of 2)
Part 2 of 2 of my discussion with retirement coach Kevin Lyles where he shares his knowledge of planning for the “softer” side of retirement readines…
2 years, 11 months ago
#078 – The non-financial or “softer” side of retirement planning, with Kevin Lyles (Part 1 of 2)
Part 1 of 2 of my discussion with retirement coach Kevin Lyles where he shares his knowledge of planning for the “softer” side of retirement through …
2 years, 11 months ago
#077 - Understanding cash value life insurance and how it's sold, with Kevin Lao
Andy and Kevin Lao from Imagine Financial Security discuss when cash value (aka permanent) life insurance may be appropriate, and what to know about …
3 years ago
#076 - What exactly is "Financial Planning?"
Explanation of what financial planning is (and isn't)
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3 years ago
#075 - Qualified Charitable Distributions ("QCDs")
Explanation of what Qualified Charitable Distributions ("QCDs") are and why they're the most tax-efficient way to donate cash
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3 years ago
#074 - How to break up with your financial advisor
Explanation of the process for how to part ways with your financial advisor
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3 years ago
#073 - What does it actually mean to be a "fiduciary," and does it matter?
Explanation of what it means to be a fiduciary and why that term has become a marketing buzzword
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3 years, 1 month ago
#072 - The benefit of "step up in basis"
Explanation of "step up in basis" and how it can make unrealized taxable gains magically disappear when leaving property to heirs
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3 years, 1 month ago
#071 - Understanding the $250k or $500k gain exclusion on selling your primary residence
Summary of the "Section 121" exclusion of up to $500k of gain on selling your primary residence
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3 years, 1 month ago