Podcast Episodes
Back to Search#070 - Q&A edition...dividend reinvestment, gifting stocks, Social Security survivor benefits and MORE!
Listener Q&A where Andy talks about:
Whether or not to reinvest dividends when in retirementCapital gain exclusion when selling a primary residence, …3 years, 1 month ago
#069 - Highlights of the 2023 Social Security Trustees Report
Summary of the key takeaways from the 2023 Social Security Trustees Report
Links in this episode:
3 years, 1 month ago
#068 - What happens to my investments if my broker goes under?
Explanation of what happens to investments when a broker fails, and why that is a very different (and generally better) scenario for clients than a b…
3 years, 2 months ago
#067 - Why are banks failing and should we be concerned about more failures?
Discussion of the basics of the U.S.'s monetary and banking systems, and why there have recently been multiple bank failures. And, should we be conce…
3 years, 2 months ago
#066 - Common tax forms retirees get at tax return time
Summary of the various tax forms retirees are likely to receive at tax return time. Discusses 1099s, 5498's, 1095's and more!
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3 years, 2 months ago
#065 - 7 Social Security myths, with Devin Carroll (Part 2 of 2)
Part 2 of 2 of my discussion with Social Security expert, Devin Carroll, where he debunks 7 common Social Security myths (original recording was from…
3 years, 2 months ago
#064 - 7 Social Security myths, with Devin Carroll (Part 1 of 2)
Part 1 of 2 of my discussion with Social Security expert, Devin Carroll, where he debunks 7 common Social Security myths (original recording was from…
3 years, 3 months ago
#063 - Q&A edition...401(k)s & Highly Compensated Employees, interest rates & Social Security, inherited 401(k) distributions and MORE!
Listener Q&A where Andy talks about:
When Highly Compensated Employees may need to retroactively have some of their 401(k) contributions removedHow c…3 years, 3 months ago
#062 - Introduction to Investing (Part 6 of 6) - Creating and managing your portfolio
Part 6 of 6 of a multi-part series on an introduction to investing. In this episode, Andy talks about how to create and manage your portfolio includi…
3 years, 3 months ago
#061 - Introduction to Investing (Part 5 of 6) - Cash and alternative investments
Part 5 of 6 of a multi-part series on an introduction to investing. In this episode Andy talks about the various places in which cash can be invested…
3 years, 3 months ago