147 Episoade

  1. #144 - Q&A edition...Rule of thumb for retirement income needs, qualified vs ordinary dividends, Social Security taxation and MORE!

    Publicat: 27.03.2025

  2. #143 – Retirement planning chat with a "real" person, Jim Jones

    Publicat: 20.03.2025

  3. #142 - "Hot topics" edition...Andy and Mike Powers talk about tariffs, TIPs, international stocks, data/cyber security and MORE!

    Publicat: 13.03.2025

  4. #141 - Determining how much Roth conversion to do in a given year

    Publicat: 06.03.2025

  5. #140 - Q&A edition...Donor Advised Funds, back door Roth IRA contributions, 10-year Treasury bonds, crypto and MORE!

    Publicat: 27.02.2025

  6. #139 – Retirement planning chat with a "real" person, John McLaurin

    Publicat: 20.02.2025

  7. #138 – Retirement planner chat, with Liz Yoder from Dependent Financial Planning

    Publicat: 13.02.2025

  8. #137 - 7 scenarios where it might be beneficial to do Roth conversions

    Publicat: 06.02.2025

  9. #136 - Guest host edition...Mike Powers walks through his retirement planning checklist

    Publicat: 30.01.2025

  10. #135 - Q&A edition...understanding financial advisor's titles, repeal of Social Security WEP & GPO, umbrella insurance and MORE!

    Publicat: 23.01.2025

  11. #134 – Retirement planning chat with a "real" person, Brian Alexander

    Publicat: 16.01.2025

  12. #133 – Retirement planner chat, with Eric Niergarth from Retirement Roadmap Financial Planning

    Publicat: 09.01.2025

  13. #132 - Why the value in financial advisory services can't actually be measured

    Publicat: 02.01.2025

  14. #131 - Q&A edition...mutual funds vs ETFs, traditional vs rollover IRAs, how much umbrella insurance to get and MORE!

    Publicat: 26.12.2024

  15. #130 – Retirement planning chat with a "real" person, Peter Townsend

    Publicat: 19.12.2024

  16. #129 – Retirement planner chat, with Andrew Gray from Gray Wealth Strategies

    Publicat: 12.12.2024

  17. #128 - How to decide whether to own or rent your home in retirement

    Publicat: 05.12.2024

  18. #127 - Q&A edition...concentration in the S&P 500, direct indexing, how to transfer accounts from one broker to another and MORE!

    Publicat: 28.11.2024

  19. #126 – Retirement planning chat with a "real" person, Jane

    Publicat: 21.11.2024

  20. #125 – Retirement planner chat, with Jamie Lima from Woodson Wealth Management

    Publicat: 14.11.2024

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Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!

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