Podcast Episodes
Back to Search#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, 4 months ago
#076 - What exactly is "Financial Planning?"
Explanation of what financial planning is (and isn't)
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3 years, 4 months 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, 4 months 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, 4 months 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, 5 months 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, 5 months 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, 5 months ago
#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, 5 months ago
#069 - Highlights of the 2023 Social Security Trustees Report
Summary of the key takeaways from the 2023 Social Security Trustees Report
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3 years, 5 months 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, 6 months ago