Podcast Episodes
Back to Search#187 – "Real" person chat with Kevin Lyles from the Rock Retirement Club, discussing six "Retirement Truths"
Andy chats with a real person (not an advisor) doing their own retirement planning. This episode is a bit different from our normal real people chats…
4 months, 2 weeks ago
#186 - "Hot topics" edition...Andy and Cody Garrett talk about ACA tax credits, Roth conversions, tax gain harvesting, paying taxes in retirement, using HSAs and MORE!
Andy and Cody Garrett from Measure Twice Financial share their thoughts on a handful of current events and "hot topics" relating to retirement planni…
4 months, 3 weeks ago
#185 - My thoughts and commentary about what the financial markets did in 2025
Andy shares his thoughts and commentary about 2025 returns and events for:
U.S. stocksInternational stocksU.S. bondsGold & SilverBitcoinLinks in this …
5 months ago
#184 - Q&A edition...consolidating accounts, tax withholdings vs estimated payments, QLACs, the 4% rule and MORE!
Listener Q&A where Andy talks about:
Potential advantages or disadvantages of consolidating retirement accounts ( 4:28 )Paying taxes through IRA with…5 months, 1 week ago
#183 – Retirement planning chat with a "real" person, Jill
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jill. They talk about a wide arr…
5 months, 2 weeks ago
#182 - "Hot topics" edition...Andy and Kevin Thompson talk about the One Big Beautiful Bill Act, the markets, IRMAA, senior exploitation and MORE!
Andy and Kevin Thompson from 9i Capital Group share their thoughts on a handful of current events and "hot topics" relating to retirement planning. S…
5 months, 3 weeks ago
#181 - Q&A edition...understanding Roth IRA income limits, deciding between pension payment options, when to Roth convert vs distribute from an IRA and MORE!
Listener Q&A where Andy talks about:
A correction on something incorrect I said last week regarding deciding which spouse's pre-tax account to distri…6 months ago
#180 - Q&A edition...Social Security spousal and survivor benefits, finding an advisor who doesn't require investment management, how a decedent's income is taxed and MORE!
Listener Q&A where Andy talks about:
Starting Social Security benefits early so your minor children can claim dependent benefits, and how the earning…6 months, 1 week ago
#179 – "Real" person chat with Beth Pinsker about her new book, My Mother's Money, A Guide to Financial Caregiving
Andy chats with a real person (not an advisor), Beth Pinsker, a columnist for MarketWatch, about her new book, My Mother's Money, A Guide to Financia…
6 months, 2 weeks ago
#178 - "Hot topics" edition...Andy and Ben Brandt talk about Monte Carlo, Donor Advised Funds, paying taxes on Roth conversions, how advisors dress and MORE!
Andy and Ben Brandt from Retirement Starts Today share their thoughts on a handful of current events and "hot topics" relating to retirement planning…
6 months, 3 weeks ago