Podcast Episodes
Back to Search#085 – Retirement planner chat, with Brian Tegtmeyer from Truly Prosper Financial Planning
Andy chats with fellow retirement planner Brian Tegtmeyer, CFP®, from Truly Prosper Financial Planning. In this episode they talk about a wide array …
2 years, 7 months ago
#084 – Understanding Target Date Retirement Funds
Explanation of target date retirement funds and how they work, what their fees are, when they can make sense, pros and cons, etc.
Links in this episod…
2 years, 8 months ago
#083 - Q&A edition...Solo 401(k)s, tax gain harvesting, bonds vs bond funds and MORE!
Listener Q&A where Andy talks about:
For those who have solo 401(k) plans, when having to file Form 5500EZ is requiredWhat's tax gain harvesting and …2 years, 8 months ago
#082 – Retirement planning chat with a "real" person, David Folts
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with David Folts, a married retiree i…
2 years, 8 months ago
#081 – Retirement planner chat, with Larry Pershing from Optimum Retirement Planning
Andy chats with fellow retirement planner Larry Pershing, CFP®, RMA® from Optimum Retirement Planning. In this episode they talk about a wide array o…
2 years, 8 months ago
#080 – How to lower your taxes in 2024
Summary of the December 29, 2023 The Wall Street Journal article, To Lower Your Taxes in 2024, Make These Moves Now. The article gives a handful of t…
2 years, 8 months ago
Retirement Planning Education is coming back!
You read that right...the Retirement Planning Education podcast is BACK! :-)
New weekly episodes will begin Thursday, January 4th 2024. Be there or b…
2 years, 9 months ago
Retirement 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
Links in thi…
3 years, 3 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…
3 years, 3 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 …
3 years, 3 months ago