147 Epizód

  1. #124 - The basics of taxes and tax planning in retirement

    Közzétéve: 2024. 11. 07.

  2. #123 - My thoughts on 12 common financial and retirement planning rules of thumb

    Közzétéve: 2024. 10. 31.

  3. #122 - Q&A edition...tracking Roth IRA contributions, what to do with leftover RMD money, using total bond market funds and MORE!

    Közzétéve: 2024. 10. 24.

  4. #121 – Retirement planning chat with a "real" person, Doug Mann

    Közzétéve: 2024. 10. 17.

  5. #120 – Retirement planner chat, with Erik Barnes from Retirement Portfolio Partners

    Közzétéve: 2024. 10. 10.

  6. #119 - Andy's appearance on Rob Berger's YouTube channel, talking about taxes in retirement

    Közzétéve: 2024. 10. 03.

  7. #118 - Q&A edition...Itemized sales tax deductions, pension vs lump sum, surviving spouse tax increases and MORE!

    Közzétéve: 2024. 09. 26.

  8. #117 – Retirement planning chat with a "real" person, Alison

    Közzétéve: 2024. 09. 19.

  9. #116 – Retirement planner chat, with Roger Whitney from the Retirement Answer Man podcast

    Közzétéve: 2024. 09. 12.

  10. #115 - How to give to charities tax-efficiently

    Közzétéve: 2024. 09. 05.

  11. #114 – Retirement planner chat, with me...Andy Panko from Tenon Financial

    Közzétéve: 2024. 08. 29.

  12. #113 - Q&A edition...how to find a retirement tax planner, Medicare premium surcharges, bullet maturity bond ETFs and MORE!

    Közzétéve: 2024. 08. 22.

  13. #112 – Retirement planning chat with a "real" person, Jane

    Közzétéve: 2024. 08. 15.

  14. #111 – Retirement planner chat, with Victor Medina from Palante Wealth

    Közzétéve: 2024. 08. 08.

  15. #110 1/2 - ONE MORE pro of rolling over employer plans (like a 401(k)) to an IRA

    Közzétéve: 2024. 08. 05.

  16. #110 - Pros and cons of rolling over employer plans [like a 401(k)] to an IRA

    Közzétéve: 2024. 08. 01.

  17. #109 - Q&A edition...how to know if your 401(k) is good, how much tax to withhold from Social Security, should you invest in International stocks and MORE!

    Közzétéve: 2024. 07. 25.

  18. #108 – Retirement planning chat with "real" people, Ali & Alison Walker

    Közzétéve: 2024. 07. 18.

  19. #107 – Retirement planner chat, with Mike Powers from Manuka Financial

    Közzétéve: 2024. 07. 11.

  20. #106 - How to decide the optimal time to start your Social Security benefits

    Közzétéve: 2024. 07. 04.

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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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