Podcast Episodes
Back to Search#214 - Q&A edition...Roth conversions, directionality vs precision, separately managed accounts, tax return extensions and MORE!
Listener Q&A where Andy talks about:
Should Roth conversion analysis look at marginal or effective tax rates ( 4:21 )His thoughts on why qualified Ro…2 months, 1 week ago
#213 – "Real" person retirement planning chat with Tom
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Tom. They talk about a wide arra…
2 months, 2 weeks ago
#212 - "Hot topics" edition...Andy and Tanya Nichols talk about having mortgages in retirement, when to start spending down HSAs, what might happen to Social Security and MORE!
Andy and Tanya Nichols from Retire Agile share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specif…
2 months, 3 weeks ago
#211 – 8 common tax planning mistakes often made in retirement
Andy discusses common tax planning mistakes often made in retirement. Additionally, he shares insight on how to attempt to prevent such mistakes, and…
3 months ago
#210 - Q&A edition...Mega backdoor Roth contributions, nonqualified annuities, exceptions to the IRA early withdrawal penalty, when to hire an advisor, how much is too much to pay for an advisor and MORE!
Listener Q&A where Andy talks about:
Are tax return amendments needed if info from a 1099-R was left out but doesn't impact the return's gross or tax…3 months, 1 week ago
#209 – "Real" person retirement planning chat with Mark Ross from the Rock Retirement Club
Andy and Mark Ross from the Rock Retirement Club talk about Mark's journey in retiring to become an "encorepreneur" by starting a coaching business, …
3 months, 2 weeks ago
#208 - "Hot topics" edition...Andy and Adam Grossman talk about analyzing annuities, retiring to a different state, bonds vs bond funds, inflation and MORE!
Andy and Adam Grossman from Mayport Wealth Management share their thoughts on a handful of current events and "hot topics" relating to retirement pla…
3 months, 3 weeks ago
#207 – Roth conversion analysis: more than meets the eye
Andy discusses the various areas of consideration and analysis that go into deciding whether Roth conversions might potentially be of value. Furtherm…
4 months ago
#206 - Q&A edition...Social Security spousal benefits, tax withholdings on Social Security, bonds vs bond funds, separating basis out of IRAs and MORE!
Listener Q&A where Andy talks about:
Claiming your own Social Security benefit at 62 and then later switching to collecting a spousal benefit after y…4 months, 1 week ago
#205 – "Real" person retirement planning chat with Daryl
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Daryl. They talk about a wide ar…
4 months, 2 weeks ago