Podcast Episodes
Back to Search#157 - Q&A edition...bonds and the bond market, paying estimated taxes, converting ALL pre-tax money to Roth and MORE!
Listener Q&A where Andy talks about:
A short explanation of bonds and "the bond market" ( 2:48 )Are actively managed bond funds better than passive b…11 months, 1 week ago
#156 - Three "real" people discuss how they handled the emotional transition into retirement and how they now find fulfillment, meaning and satisfaction
Andy chats with three different "real" people to discuss how they handled the non-financial/emotional transition from working to retirement, and what…
11 months, 2 weeks ago
#155 - "Hot topics" edition...Andy and Larry Pershing talk about the Big Beautiful (tax) Bill, US debt, concentration in the S&P 500 and MORE!
Andy and Larry Pershing from Optimum Retirement Planning share their thoughts on a handful of current events and "hot topics" relating to retirement …
11 months, 3 weeks ago
#154 - What retirement-focused financial and tax planning firms do for their fee, using my firm as an example
Andy discusses what financial firms do for their fee, using his own firm, Tenon Financial, as an example
Links in this episode:
11 months, 4 weeks ago
#153 - Guest hosts Mike Powers and Kirsten Ashbaugh from Manuka Financial talk more about data and cybersecurity best practices
In this special guest host episode, Mike Powers and Kirsten Ashbaugh from Manuka Financial talk cybersecurity best practices.
Links in this episode:
1 year ago
#152 - Q&A edition...how to deal with market declines, Social Security spousal benefits, vacation home sale impacts on IRMAA and MORE!
Listener Q&A where Andy talks about:
Why more fund managers don't offer mutual fund-to-ETF conversions ( 5:02 )How my firm helps clients prepare for …1 year ago
#151 – Retirement planning chat with a "real" person, Rob Berger
Andy chats with real people (not advisors) doing their own retirement planning. In this episode, Andy talks with Rob Berger, the creator of the Rob B…
1 year ago
#150 - "Hot topics" edition...Andy and Brian Tegtmeyer talk about retiring in a down market, concerns about Social Security, making estimated tax payments and MORE!
Andy and Brian Tegtmeyer share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they tal…
1 year ago
#149 - Tips and best practices to protect your ID and financial information
Andy provides some tips and best practices to help keep your ID and financial information secure. Specifically:
Check your credit report regularlyFree…1 year, 1 month ago
#148 - Q&A edition...buffer ETFs, direct indexing, bucketing strategies, kiddie tax and MORE!
Listener Q&A where Andy talks about:
Buffer ETFs and whether they can be used as replacements for CDs in building a ladder for upcoming years' expens…1 year, 1 month ago