Podcast Episodes
Back to Search#095 – Retirement planning chat with a "real" person, Judy Ocaya
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Judy Ocaya, who lives in Califor…
2 years, 5 months ago
#094 – Retirement planner chat, with David and Mary Oransky from Laminar Wealth
Andy chats with fellow retirement planners Devin Oransky and Mary Oransky, from Laminar Wealth. In this episode they talk about a wide array of retir…
2 years, 5 months ago
#093 – Advisory fees...the good, the bad, the ugly
Discussion of the different ways in which advisory firms charge fees, why the percentage of assets under management fee is illogical and unfair, and …
2 years, 6 months ago
#092 - Q&A edition...determining state tax residency, tax underpayment penalties and MORE!
Listener Q&A where Andy talks about:
How to establish tax residence in a new state, and how to leave tax residence in your old stateCarrying over cap…2 years, 6 months ago
#091 – Retirement planning chat with a "real" person, Tom Santi
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Tom Santi, who lives in Florida …
2 years, 6 months ago
#090 – Retirement planner chat, with Devin Carroll from Carroll Advisory Group
Andy chats with fellow retirement planner Devin Carroll, from Carroll Advisory Group. In this episode they talk about a wide array of retirement plan…
2 years, 6 months ago
#089 – Understanding the S&P 500 index and why it's NOT the right benchmark for your portfolio
Explanation of what the S&P 500 index is, what it measures, how it works and why it's NOT the right benchmark to use for your portfolio and it's retu…
2 years, 6 months ago
#088 – Retirement planning considerations for women, with Laura Adams
Andy talks with Laura Adams, author and host of the The Money Girl podcast, about retirement planning considerations and issues unique to women
Links …
2 years, 7 months ago
#087 - Q&A edition...tax return filing statuses, advisor succession plans and MORE!
Listener Q&A where Andy talks about:
The summary of the five different tax return filing statusesWhether a particular listener could file as Head of …2 years, 7 months ago
#086 – Retirement planning chat with a "real" person, Bill Stevenson
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Bill Stevenson, a married milita…
2 years, 7 months ago