Podcast Episodes

#050 - What I'm thankful for (from a retirement planning perspective)

Andy discusses what he's thankful for with regards to his career in retirement planning, and more broadly about retirement planning in general

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3 years, 6 months ago

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#049 - The basics of estate planning

An introduction to the key aspects of estate planning

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Facebook group - Retirement Planning Education (formerly Taxes in Retireme…

3 years, 6 months ago

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#048 - Q&A edition...the Social Security "Earnings Test," 401(k) RMDs, tax gain harvesting and MORE!

Listener Q&A where Andy talks about:

How the Social Security "Earnings Test" and "Family Maximum" are appliedWhether RMDs can be delayed from a Solo 4…

3 years, 6 months ago

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#047 - Everything you wanted to know about Medicare, with Danielle Roberts (Part 2 of 2)

Part 2 of 2 of my discussion with Danielle Roberts, founder of Boomer Benefits, to talk about all things Medicare (original recording was from Octobe…

3 years, 7 months ago

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#046 - Everything you wanted to know about Medicare, with Danielle Roberts (Part 1 of 2)

Part 1 of 2 of my discussion with Danielle Roberts, founder of Boomer Benefits, to talk about all things Medicare (original recording was from Octobe…

3 years, 7 months ago

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#045 - Will the 8.7% 2023 Social Security Cost of Living Adjustment apply to me?

Summary of Social Security Cost of Living Adjustments (or "COLAs") and whether the recently announced 2023 COLA of 8.7% will apply to you (spoiler al…

3 years, 7 months ago

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#044 - Q&A edition...RMDs on inherited IRAs, deducting LTC expenses, planning for unknowns and MORE!

Listener Q&A where Andy answers questions about:

How the IRS knows if you satisfy RMDs on an inherited account if  you move the account between custod…

3 years, 7 months ago

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#043 - Everything you wanted to know about reverse mortgages, with Josh Blum (Part 2 of 2)

Part 2 of 2 of the audio replay of my previous video with Josh Blum from Mutual of Omaha where we talked all about reverse mortgages

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3 years, 7 months ago

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#042 - Everything you wanted to know about reverse mortgages, with Josh Blum (Part 1 of 2)

Part 1 of 2 of the audio replay of my previous video with Josh Blum from Mutual of Omaha where we talked all about reverse mortgage

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3 years, 8 months ago

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#041 - The Net Investment Income Tax and how it may impact your retirement planning

Summary of the 3.8% Net Investment Income Tax ("NIIT") and how it may impact your retirement planning

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IRS Form 8960 - hereFacebo…

3 years, 8 months ago

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