Podcast Episodes

#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…

4 years, 1 month ago

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#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…

4 years, 1 month ago

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#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…

4 years, 1 month ago

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#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…

4 years, 1 month ago

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#033 - Summary of different portfolio withdrawal strategies

Explanation of the various portfolio withdrawal strategies

Links in this episode:

Facebook group - Retirement Planning Education (formerly Taxes in Ret…

4 years, 2 months ago

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#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 …

4 years, 2 months ago

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#031 - What is a bond ladder?

Explanation of a bond ladder and how to build one

YouTube Video - "What is Sequence of Return Risk"YouTube Video - "Bonds, Bond Prices and Bond Yields…

4 years, 2 months ago

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#030 - Dividend Investing and Equity Income Strategies, with Chris D'Agnes (Part 2 of 2)

Part 2 of 2 of the replay of my previously aired Facebook live video with Chris D'Agnes, CFA, Partner and Co-Portfolio Manager at Hamlin Capital Mana…

4 years, 2 months ago

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#029 - Dividend Investing and Equity Income Strategies, with Chris D'Agnes (Part 1 of 2)

Part 1 of 2 of the replay of my previously aired Facebook live video with Chris D'Agnes, CFA, Partner and Co-Portfolio Manager at Hamlin Capital Mana…

4 years, 3 months ago

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#028 - What is a LIRP, or Life Insurance Retirement Plan?

Explanation of a LIRP, or Life Insurance Retirement Plan, which is ultimately an Indexed Universal Life insurance policy

Facebook group - Retirement P…

4 years, 3 months ago

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