Podcast Episodes
Back to Search#060 - Introduction to Investing (Part 4 of 6) - All about mutual funds and exchange traded funds ("ETFs")
Part 4 of 6 of a multi-part series on an introduction to investing. In this episode Andy talks about mutual funds and exchange traded funds ("ETFs");…
3 years, 4 months ago
#059 - Introduction to Investing (Part 3 of 6) - All about bonds
Part 3 of 6 of a multi-part series on an introduction to investing. In this episode Andy talks about bonds; what they are, how to trade them, how to …
3 years, 4 months ago
#058 - Introduction to Investing (Part 2 of 6) - All about stocks
Part 2 of 6 of a multi-part series on an introduction to investing. In this episode Andy talks about stocks; what they are, how to buy and sell them,…
3 years, 4 months ago
#057 - Introduction to Investing (Part 1 of 6) - Background considerations and explanation of account types
Part 1 of 6 of an introduction to investing. This episode talks about some background considerations to investing, such as risk-reward trade off and …
3 years, 4 months ago
#056 - New RMD rules and other retirement planning changes in SECURE 2.0 Act of 2022
Summary of the provisions of the recently enacted SECURE 2.0 Act of 2022 legislation that are most likely to impact you and your retirement planning
L…
3 years, 4 months ago
#055 - Financial planning and divorce, with Amy Colton (Part 2 of 2)
Part 2 of 2 of my discussion with Amy Colton, MBA, CDFA, founder of Your Divorce Made Simple, to talk about financial planning considerations specifi…
3 years, 5 months ago
#054 - Financial planning and divorce, with Amy Colton (Part 1 of 2)
Part 1 of 2 of my discussion with Amy Colton, MBA, CDFA, founder of Your Divorce Made Simple, to talk about financial planning considerations specifi…
3 years, 5 months ago
#053 - What is tax planning?
Explanation of what tax planning is, and isn't. Andy discusses the typical types of services and advice that make up tax planning within retirement p…
3 years, 5 months ago
#052 - Q&A edition...457(b) plans, Roth 401(k) conversions, wash sales, Treasury notes and MORE!
Listener Q&A where Andy talks about:
The differences between governmental and non-governmental (aka “tax-exempt”) 457(b) plansWhen Roth 401(k) convers…3 years, 5 months ago
#051 - Introductory overview of the Federal income tax system
Explanation of the basic structure of the U.S. Federal income tax system
Links in this episode:
3 years, 6 months ago