Andy and Cody Garrett from Measure Twice Financial share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: Affordab...
Andy shares his thoughts and commentary about 2025 returns and events for:U.S. stocksInternational stocksU.S. bondsGold & SilverBitcoinLinks in this episode:Tenon Financial monthly e-newsletter...
Listener Q&A where Andy talks about: Potential advantages or disadvantages of consolidating retirement accounts ( 4:28 )Paying taxes through IRA withholdings vs making estimated payments (...
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jill. They talk about a wide array of retirement planning topics such as leaving...
Andy and Kevin Thompson from 9i Capital Group share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: Thoughts on h...
Listener Q&A where Andy talks about: A correction on something incorrect I said last week regarding deciding which spouse's pre-tax account to distribute or convert from ( 3:28 )Pros and c...
Listener Q&A where Andy talks about: Starting Social Security benefits early so your minor children can claim dependent benefits, and how the earnings test can come into play if you're sti...
Andy chats with a real person (not an advisor), Beth Pinsker, a columnist for MarketWatch, about her new book, My Mother's Money, A Guide to Financial Caregiving.In the book, Beth details her perso...
Andy and Ben Brandt from Retirement Starts Today share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: Thoughts o...
Andy shares some year-end tax planning tips, deadlines and things to consider around the following topics:contributions to qualified accountsRoth conversionsdistributions from qualified accountsReq...
In this special guest host episode, Brian Tegtmeyer from Truly Prosper Financial Planning talks about how to address and plan for the non-financial aspects of retirement such as intellectual ...
Listener Q&A where Andy talks about: The CAPE (Cyclically Adjusted Price to Earnings) Ratio as a measure of whether the US stock market is overvalued or undervalued, and drawbacks with the...
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jackie Cummings Koski.But Jackie isn't just the typical "real" person doing her ...
Andy chats with fellow retirement planner Allen Mueller, CFA, CFP® from 7 Saturdays Financial. In this episode they talk about a wide array of retirement planning topics such as tax planning, distr...
Andy shares his views on the few different ways in which people in the financial services/financial advisory industry can receive revenue:Commission-onlyFee-onlyHybrid or fee-basedLinks in this epi...
Listener Q&A where Andy talks about: How to calculate how much money you can gift or donate in retirement without running out ( 8:47 )Does the five-year rule met by a previous Roth IRA car...
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Scott. They talk about a wide array of retirement planning topics such as leavin...
Andy and Justin Pritchard from Approach Financial share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: The pros ...
Andy summarizes some helpful IRS tools and interesting IRS and tax return-related information after his recent attendance at the annual IRS Tax Forum/conferenceLinks in this episode:IRS Taxpayer On...
Listener Q&A where Andy talks about: How to account on your tax return for the basis in inherited IRAs ( 7:00 )Is having large Required Minimum Distributions ("RMDs") really a bad thing ( ...
