Podcast Episodes
Back to Search#127 - Q&A edition...concentration in the S&P 500, direct indexing, how to transfer accounts from one broker to another and MORE!
Listener Q&A where Andy talks about:
What to do about the concentration of the top few names in the S&P 500 ( 5:10 )What is direct indexing, when cou…1 year, 6 months ago
#126 – Retirement planning chat with a "real" person, Jane
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jane (anonymous name). They talk…
1 year, 6 months ago
#125 – Retirement planner chat, with Jamie Lima from Woodson Wealth Management
Andy chats with fellow retirement planner Jamie Lima, CFP®, CDFA from Woodson Wealth Management and Allegiant Divorce Solutions. In this episode they…
1 year, 6 months ago
#124 - The basics of taxes and tax planning in retirement
Andy talks about the basics of what to know regarding taxes and tax planning in retirement. Topics discussed include:
1 year, 6 months ago
#123 - My thoughts on 12 common financial and retirement planning rules of thumb
Special edition episode in which Andy shares his views on whether the below 12 rules of thumb are accurate or not:
1 year, 7 months ago
#122 - Q&A edition...tracking Roth IRA contributions, what to do with leftover RMD money, using total bond market funds and MORE!
Listener Q&A where Andy talks about:
How to keep track of Roth IRA contributions ( 6:45 )Considering getting employer-sponsored health insurance to s…1 year, 7 months ago
#121 – Retirement planning chat with a "real" person, Doug Mann
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Doug Mann. They talk about a wid…
1 year, 7 months ago
#120 – Retirement planner chat, with Erik Barnes from Retirement Portfolio Partners
Andy chats with fellow retirement planner Erik Barnes, CFP® from Retirement Portfolio Partners. In this episode they talk about a wide array of retir…
1 year, 7 months ago
#119 - Andy's appearance on Rob Berger's YouTube channel, talking about taxes in retirement
Andy appeared as a guest/co-host on the September 23, 2024 episode of Rob Berger's YouTube live stream video series. In it, they discussed taxes and …
1 year, 8 months ago
#118 - Q&A edition...Itemized sales tax deductions, pension vs lump sum, surviving spouse tax increases and MORE!
Listener Q&A where Andy talks about:
Itemizing sales taxes on Schedule A of your tax return, particularly when living in two states during the year (…1 year, 8 months ago