Podcast Episodes
Back to Search#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, 6 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!
Links in this episode:
3 years, 6 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, 6 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, 6 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, 7 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, 7 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, 7 months ago
#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, 7 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, 8 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, 8 months ago