Podcast Episodes
Back to Search#177 - 2025 year-end tax planning tips and items to consider
Andy shares some year-end tax planning tips, deadlines and things to consider around the following topics:
contributions to qualified accountsRoth con…6 months, 4 weeks ago
#176 - Guest host Brian Tegtmeyer from Truly Prosper Financial Planning talks about the non-financial aspects of planning a great retirement
In this special guest host episode, Brian Tegtmeyer from Truly Prosper Financial Planning talks about how to address and plan for the non-financial …
7 months ago
#175 - Q&A edition...The CAPE ratio and US stock market valuation, good enough vs optimization in retirement planning, tax on foreign stock dividends and MORE!
Listener Q&A where Andy talks about:
The CAPE (Cyclically Adjusted Price to Earnings) Ratio as a measure of whether the US stock market is overvalued…7 months, 1 week ago
#174 – Retirement planning chat with a "real" person, Jackie Cummings Koski
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jackie Cummings Koski.
But Jackie…
7 months, 2 weeks ago
#173 – Retirement planner chat, with Allen Mueller from 7 Saturdays Financial
Andy chats with fellow retirement planner Allen Mueller, CFA, CFP® from 7 Saturdays Financial. In this episode they talk about a wide array of retire…
7 months, 3 weeks ago
#172 - The conflicts, pros, cons and use cases of the different advisory fee structures
Andy shares his views on the few different ways in which people in the financial services/financial advisory industry can receive revenue:
Commission-…8 months ago
#171 - Q&A edition...how much you can spend in retirement, Roth IRA 5-year rule, RMDs, accounts for grandchildren and MORE!
Listener Q&A where Andy talks about:
How to calculate how much money you can gift or donate in retirement without running out ( 8:47 )Does the five-y…8 months, 1 week ago
#170 – Retirement planning chat with a "real" person, Scott
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Scott. They talk about a wide ar…
8 months, 2 weeks ago
#169 - "Hot topics" edition...Andy and Justin Pritchard talk about target date funds, illiquid assets in 401(k) plans, firing an advisor and MORE!
Andy and Justin Pritchard from Approach Financial share their thoughts on a handful of current events and "hot topics" relating to retirement plannin…
8 months, 3 weeks ago
#168 - Helpful tools and interesting information from the recent IRS Tax Forum
Andy summarizes some helpful IRS tools and interesting IRS and tax return-related information after his recent attendance at the annual IRS Tax Forum…
9 months ago