Podcast Episodes
Back to Search#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, 10 months ago
#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, 11 months ago
#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, 11 months ago
#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, 11 months ago
#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
Links in this epi…
3 years, 11 months ago
#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
Links in this epis…
4 years ago
#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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4 years ago
#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 …4 years 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 …
4 years 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…
4 years, 1 month ago