Podcast Episodes
Back to Search#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, 6 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, 6 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, 6 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, 7 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, 7 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, 7 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, 7 months ago
#137 - 7 scenarios where it might be beneficial to do Roth conversions
Andy discussed seven common scenarios where it might be beneficial to do Roth conversions:
You know your income now is much lower than it will be in t…1 year, 8 months ago
#136 - Guest host edition...Mike Powers walks through his retirement planning checklist
Special guest host, Mike Powers, CPA, PFS, CFP®, from Manuka Financial sits behind the microphone to walk through his 22-point retirement planning ch…
1 year, 8 months ago
#135 - Q&A edition...understanding financial advisor's titles, repeal of Social Security WEP & GPO, umbrella insurance and MORE!
Listener Q&A where Andy talks about:
What it means between an advisor who calls themself a financial planner vs wealth manager vs any other label the…1 year, 8 months ago