147 Episoade

  1. #105 - Q&A edition... having mortgages in retirement, understanding Medicare coinsurance, when to consider long term care insurance and MORE!

    Publicat: 27.06.2024

  2. #104 – Retirement planning chat with a "real" person, Laura Maione

    Publicat: 20.06.2024

  3. #103 – Retirement planner chat, with Angie Furubotten-LaRosee from Avea Financial Planning

    Publicat: 13.06.2024

  4. #102 - Highlights of the 2024 Social Security Trustees Report

    Publicat: 06.06.2024

  5. #101 - Q&A edition...Choosing a custodian, 401(k) contribution limits, gift tax exclusion limits and MORE!

    Publicat: 30.05.2024

  6. #100 – 100th episode celebration!!! Andy's 100 words of retirement planning wisdom

    Publicat: 23.05.2024

  7. #099 – Retirement planning chat with a "real" person, Al DiSalvio

    Publicat: 16.05.2024

  8. #098 – Retirement planner chat, with Lauren Hunt from Daybreak Wealth Management

    Publicat: 09.05.2024

  9. #097 – Inherited IRA Required Minimum Distribution ("RMD") rules

    Publicat: 02.05.2024

  10. #096 - Q&A edition...US government debt concerns, Health Savings Accounts, how to estimate taxes and MORE!

    Publicat: 25.04.2024

  11. #095 – Retirement planning chat with a "real" person, Judy Ocaya

    Publicat: 18.04.2024

  12. #094 – Retirement planner chat, with David and Mary Oransky from Laminar Wealth

    Publicat: 11.04.2024

  13. #093 – Advisory fees...the good, the bad, the ugly

    Publicat: 04.04.2024

  14. #092 - Q&A edition...determining state tax residency, tax underpayment penalties and MORE!

    Publicat: 28.03.2024

  15. #091 – Retirement planning chat with a "real" person, Tom Santi

    Publicat: 21.03.2024

  16. #090 – Retirement planner chat, with Devin Carroll from Carroll Advisory Group

    Publicat: 14.03.2024

  17. #089 – Understanding the S&P 500 index and why it's NOT the right benchmark for your portfolio

    Publicat: 07.03.2024

  18. #088 – Retirement planning considerations for women, with Laura Adams

    Publicat: 29.02.2024

  19. #087 - Q&A edition...tax return filing statuses, advisor succession plans and MORE!

    Publicat: 22.02.2024

  20. #086 – Retirement planning chat with a "real" person, Bill Stevenson

    Publicat: 15.02.2024

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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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