#170 – Retirement planning chat with a "real" person, Scott

#169 - "Hot topics" edition...Andy and Justin Pritchard talk about target date funds, illiquid assets in 401(k) plans, firing an advisor and MORE!

#168 - Helpful tools and interesting information from the recent IRS Tax Forum

#167 - Q&A edition...basis in inherited IRAs, Social Security break even analysis, coordinating RMDs and Roth conversions and MORE!

#166 - The most common retirement planning questions from "real" people

#165 - "Hot topics" edition...Andy and Mark Rosinski talk about different withdrawal strategies, rule of 55 distributions, allocating the stock portion of a portfolio and MORE!

#164 - Summary of the 2025 annual Social Security trustees report

#163 - Guest host Larry Pershing from Optimum Retirement Planning talks about managing and reducing concentrated stock holdings

#162 - Q&A edition...more about bonds, taking distributions from a 401(k), when tax rates might actually go up (and by how much) and MORE!

#161 – Retirement planning chat with a "real" person, Jan

#160 - "Hot topics" edition...Andy and Lauren Hunt talk about the Social Security annual trustees report, the ever-increasing stock market, whether to take out loans or pay for things outright and MORE!

#159 - SPECIAL EDITION...Provisions of the "One Big Beautiful Bill Act" most likely to impact your tax return

#158 - How investment custodians make money

#157 - Q&A edition...bonds and the bond market, paying estimated taxes, converting ALL pre-tax money to Roth and MORE!

#156 - Three "real" people discuss how they handled the emotional transition into retirement and how they now find fulfillment, meaning and satisfaction

#155 - "Hot topics" edition...Andy and Larry Pershing talk about the Big Beautiful (tax) Bill, US debt, concentration in the S&P 500 and MORE!

#154 - What retirement-focused financial and tax planning firms do for their fee, using my firm as an example

#153 - Guest hosts Mike Powers and Kirsten Ashbaugh from Manuka Financial talk more about data and cybersecurity best practices

#152 - Q&A edition...how to deal with market declines, Social Security spousal benefits, vacation home sale impacts on IRMAA and MORE!

#151 – Retirement planning chat with a "real" person, Rob Berger