147 Avsnitt

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

    Publicerades: 2025-03-27

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

    Publicerades: 2025-03-20

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

    Publicerades: 2025-03-13

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

    Publicerades: 2025-03-06

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

    Publicerades: 2025-02-27

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

    Publicerades: 2025-02-20

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

    Publicerades: 2025-02-13

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

    Publicerades: 2025-02-06

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

    Publicerades: 2025-01-30

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

    Publicerades: 2025-01-23

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

    Publicerades: 2025-01-16

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

    Publicerades: 2025-01-09

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

    Publicerades: 2025-01-02

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

    Publicerades: 2024-12-26

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

    Publicerades: 2024-12-19

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

    Publicerades: 2024-12-12

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

    Publicerades: 2024-12-05

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

    Publicerades: 2024-11-28

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

    Publicerades: 2024-11-21

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

    Publicerades: 2024-11-14

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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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