Podcast Episodes
Back to Search#147 – Chat with four "real" people, sharing what they wish they would have known or done differently during their divorces
In this special edition "real" person chat, Andy talks with four different people who went through "gray" divorce (i.e. divorcing later in life; typi…
1 year, 1 month ago
#146 – Retirement planner chat, with Mark Rosinski from Dunes Financial
Andy chats with fellow retirement planner Mark Rosinski, CFP®, CPA from Dunes Financial. In this episode they talk about a wide array of retirement p…
1 year, 1 month ago
#145 - Understanding mutual fund capital gain distributions
Andy discusses the ins and outs of mutual fund capital gain distributions, particularly in normal taxable brokerage accounts.
Links in this episode:
1 year, 2 months ago
#144 - Q&A edition...Rule of thumb for retirement income needs, qualified vs ordinary dividends, Social Security taxation and MORE!
Listener Q&A where Andy talks about:
Whether the rule of thumb saying in retirement you'll need about 80% of what you were making in wages is on a gr…1 year, 2 months ago
#143 – Retirement planning chat with a "real" person, Jim Jones
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jim Jones. They talk about a wid…
1 year, 2 months ago
#142 - "Hot topics" edition...Andy and Mike Powers talk about tariffs, TIPs, international stocks, data/cyber security and MORE!
Andy and Mike Powers share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk ab…
1 year, 2 months ago
#141 - Determining how much Roth conversion to do in a given year
Andy discussed how to determine how much Roth conversion to do in a particular year (assuming you've decided Roth conversions make sense for you). He…
1 year, 2 months ago
#140 - Q&A edition...Donor Advised Funds, back door Roth IRA contributions, 10-year Treasury bonds, crypto and MORE!
Listener Q&A where Andy talks about:
Can Donor Advised Funds ("DAFs") be funded with pre-tax IRA money ( 2:22 )How to do a backdoor Roth IRA contribu…1 year, 3 months ago
#139 – Retirement planning chat with a "real" person, John McLaurin
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with John McLaurin. They talk about a…
1 year, 3 months ago
#138 – Retirement planner chat, with Liz Yoder from Dependent Financial Planning
Andy chats with fellow retirement planner Liz Yoder, CFP®, ChSNC® from Dependent Financial Planning. In this episode they talk about a wide array of …
1 year, 3 months ago