Podcast Episodes
Back to Search#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…
11 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…
11 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-…1 year 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…1 year 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…
1 year 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…
1 year 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…
1 year, 1 month ago
#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…1 year, 1 month 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…
1 year, 1 month 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…
1 year, 1 month ago