Podcast Episodes
Back to Search#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, 8 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, 8 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, 9 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, 9 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, 9 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, 9 months ago
#051 - Introductory overview of the Federal income tax system
Explanation of the basic structure of the U.S. Federal income tax system
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3 years, 10 months ago
#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
Links i…
3 years, 10 months ago
#049 - The basics of estate planning
An introduction to the key aspects of estate planning
Links in this episode:
3 years, 10 months ago
#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, 10 months ago