Podcast Episodes
Back to Search#040 - Q&A edition...delaying Social Security, when to start a pension, RMDs on inherited IRAs, where to save cash and MORE!
Listener Q&A where Andy answers questions about:
How to calculate the increase to Social Security for delaying the start of benefits, or the decrease …3 years, 8 months ago
#039 - Health insurance options if you're retired and not yet eligible for Medicare
Summary of the options for health insurance if you no longer have employer-sponsored health insurance and aren't yet 65 and therefore can't yet sign …
3 years, 8 months ago
#038 - Understanding Affordable Care Act ("ACA") health insurance and premium tax credit subsidies
Explanation of health insurance offered through the Affordable Care Act (aka ACA or ObamaCare) and subsides for such insurance in the form of premium…
3 years, 9 months ago
#037 - There's a lot value in retirement planning, but it can't actually be measured
Discussion of how there is a lot of value in retirement planning & investment management, but how it's impossible to actually quantify and measure th…
3 years, 9 months ago
#036 - Q&A edition...Roth conversion optimization, tax on crypto, when to start annuity payments and more!
Listener Q&A where Andy answers questions about:
Whether I prefer simplification or optimization in financial planningRoth conversion optimizationIs c…3 years, 9 months ago
#035 - Everything you wanted to know about long term care insurance, with Kerry Peabody (Part 2 of 2)
Part 2 of 2 of the audio replay of my previous video with Kerry Peabody from Clark Insurance where we talked all about long term care insurance
How to…
3 years, 9 months ago
#034 - Everything you wanted to know about long term care insurance, with Kerry Peabody (Part 1 of 2)
Part 1 of 2 of the audio replay of my previous video with Kerry Peabody from Clark Insurance where we talked all about long term care insurance
How to…
3 years, 10 months ago
#033 - Summary of different portfolio withdrawal strategies
Explanation of the various portfolio withdrawal strategies
Links in this episode:
3 years, 10 months ago
#032 - Q&A edition...spousal Roth IRAs, 401(k) to Roth IRA conversions, self-funding LTC and more!
Listener Q&A where Andy answers questions about:
Spousal Roth IRAs401(k) to Roth IRA conversionsSplitting up IRAs to have different beneficiaries for …3 years, 10 months ago
#031 - What is a bond ladder?
Explanation of a bond ladder and how to build one
3 years, 10 months ago