Podcast Episodes
Back to Search#197 - Q&A edition...how often to rebalance, tracking Roth IRA contributions, are RMDs really that bad, paying off mortgages before retirement and MORE!
Listener Q&A where Andy talks about:
How often to check your accounts for rebalancing, and how often to check on your bigger picture finances and pla…2 months, 1 week ago
#196 – "Real" person retirement planning chat with Jim Kellerman
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jim Kellerman. They talk about a…
2 months, 2 weeks ago
#195 - Retirement planner chat with Bradley Hilton from Sonas Financial Planning
Andy chats with fellow retirement planner Bradley Hilton, CFP®, TPCP®, MBA from Sonas Financial Planning. In this episode they talk about a wide arra…
2 months, 3 weeks ago
#194 - Gifting, gift taxes, annual gift exclusion and gift tax returns (IRS Form 709)
Andy discusses the ins and outs of gifting, the annual gift exclusion, gift splitting, gift taxes, gift tax returns (IRS Form 709) and more!
Links in …
2 months, 4 weeks ago
#193 - Q&A edition...Social Security lump sum for retroactive payments, whether to pay off a mortgage, step-up in basis, gifting without having to file a gift tax return and MORE!
Listener Q&A where Andy talks about:
Income tax treatment of buying bonds in a normal non-qualified brokerage account when you buy or sell bonds in b…3 months, 1 week ago
#192 – "Real" person chat with Kevin Sebesta from the Rock Retirement Club, discussing FIRE...Financial Independence, Retire Early
Andy chats with a real person (not an advisor) doing their own retirement planning. This week Andy is joined by Kevin Sebesta from the Rock Retiremen…
3 months, 2 weeks ago
#191 - "Hot topics" edition...Andy and Jason Cutitta talk about inheritances, Die With Zero, TSP in-plan conversion, taking RMDs and MORE!
Andy and Jason Cutitta from ToBa Financial share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Spec…
3 months, 3 weeks ago
#190 - All about "backdoor" Roth contributions
Andy does a deep dive into everything about "backdoor" Roth contributions, which is where you make an after-tax contribution to a traditional/pre-tax…
3 months, 4 weeks ago
#189 - My background and prior experiences and how they shaped my views and approach to retirement planning and starting my own firm and creating this podcast
Andy shares his background and how/why that shaped his views, beliefs and approach to providing tax-efficient retirement planning and related content…
4 months ago
#188 - Q&A edition...Social Security spousal benefits, cognitive biases in investing, changing state tax domicile, naming minors as beneficiaries and MORE!
Listener Q&A where Andy talks about:
Can a spouse claim spousal benefits while delaying the start of their own benefit ( 10:40 )What's the best way t…4 months, 1 week ago