Podcast Episodes
Back to Search#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
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1 year, 4 months 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.
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1 year, 4 months 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, 4 months 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, 4 months 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, 4 months 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, 5 months 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, 5 months ago
#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, 5 months 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, 5 months 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.
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1 year, 6 months ago