Podcast Episodes
Back to Search#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…9 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…
9 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…
9 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…10 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…10 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…
10 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…
10 months, 3 weeks ago
#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…10 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 …
11 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…11 months, 1 week ago