Podcast Episodes
Back to Search#167 - Q&A edition...basis in inherited IRAs, Social Security break even analysis, coordinating RMDs and Roth conversions and MORE!
Listener Q&A where Andy talks about:
How to account on your tax return for the basis in inherited IRAs ( 7:00 )Is having large Required Minimum Distr…9 months, 1 week ago
#166 - The most common retirement planning questions from "real" people
In this slight twist to the "real" person episode format, Andy doesn't interview a real person but instead addresses the most common retirement plann…
9 months, 2 weeks ago
#165 - "Hot topics" edition...Andy and Mark Rosinski talk about different withdrawal strategies, rule of 55 distributions, allocating the stock portion of a portfolio and MORE!
Andy and Mark Rosinski from Dunes Financial share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Spe…
9 months, 3 weeks ago
#164 - Summary of the 2025 annual Social Security trustees report
Andy summarizes the recent 2025 annual Social Security trustees report, including what it would actually mean if the system's trust fund were to depl…
9 months, 4 weeks ago
#163 - Guest host Larry Pershing from Optimum Retirement Planning talks about managing and reducing concentrated stock holdings
In this special guest host episode, Larry Pershing from Optimum Retirement Planning talks about how to reduce and manage concentrated holdings in you…
10 months ago
#162 - Q&A edition...more about bonds, taking distributions from a 401(k), when tax rates might actually go up (and by how much) and MORE!
Listener Q&A where Andy talks about:
Why you know the return you'll ultimately realize if you hold a bond to maturity, but can't know the return you'…10 months, 1 week ago
#161 – Retirement planning chat with a "real" person, Jan
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jan. They talk about a wide arra…
10 months, 2 weeks ago
#160 - "Hot topics" edition...Andy and Lauren Hunt talk about the Social Security annual trustees report, the ever-increasing stock market, whether to take out loans or pay for things outright and MORE!
Andy and Lauren Hunt from Daybreak Wealth share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Speci…
10 months, 3 weeks ago
#159 - SPECIAL EDITION...Provisions of the "One Big Beautiful Bill Act" most likely to impact your tax return
In the SPECIAL EDITION episode, Andy summarizes the key provision of the recently signed into law One Big Beautiful Act that are most likely to impac…
10 months, 3 weeks ago
#158 - How investment custodians make money
Andy discusses the main ways in which investment custodians like Scwhab, Vanguard and Fidelity make money (even when you often don't outright directl…
11 months ago