01:48:22

Retirement planner chat, with Andy Panko

01:22:42

Retirement planner chat, with Victor Medina from Palante Wealth

10:07

Should you own international stocks in your stock portfolio?

04:36

Should you hire an advisor to do a Roth conversion plan?

01:58

Married Filing Jointly income limits apply to both spouse's Roth IRA contributions

04:07

How much tax should you withhold from your Social Security

06:36

Is it safer to bank at multiple banks instead of just one?

01:35:00

Retirement Planning chat with Ali and Alison Walker

08:34

How to know if your 401(k) is good

01:47:15

Retirement planner chat, with Mike Powers from Manuka Financial

01:05:53

Retirement Planning chat with Laura Maione

01:29:02

Retirement planner chat, with Angie Furubotten-LaRosee from Avea Financial Planning

01:08:45

Retirement planner chat, with Lauren Hunt from Daybreak Wealth Management

01:19:57

Retirement Planning chat with Judy Ocaya

01:23:29

Retirement planner chat, with David and Mary Oransky from Laminar Wealth

01:32:23

Advisory fees...the good, the bad, the ugly (AUDIO ONLY)

01:14:59

Retirement Planning Chat Tom Santi

01:21:00

Retirement planner chat, with Devin Carroll from Carroll Advisory Group

01:03:47

Retirement planning consideration for women, with Laura Adams

59:41

Retirement planning chat, with Bill Stevenson

01:00:13

IRA after-tax "basis," the pro rata rule and Form 8606 (replay of webinar from February 13, 2024)

57:55

Retirement planner chat, with Brian Tegtmeyer from Truly Prosper Financial Planning

01:31:25

Retirement planner chat, with Larry Pershing from Optimum Retirement Planning

01:01:24

Cash Value Life Insurance with Kevin Lao

05:35

Is life insurance taxable

02:10

Can I delay Social Security survivor benefits?

02:35

What's Code 7 on 1099-R?

02:40

What is the difference between an IRA and a Rollover IRA

05:33

Is Social Security Taxable?

03:50

Is it possible to reverse a Roth conversion?

11:49

What's the 4% rule? (and how would it have held up if distributions started in 2000)

08:21

What is a 1099-R?

03:21

Do I have to file a tax return if I only receive Social Security?

03:47

Are 401(k) Rollovers Taxed?

07:12

What are Treasury Bills (or T Bills)?

06:38

How much can I contribute to my Roth IRA 2023

07:34

What happens if I contribute too much to my IRA or Roth IRA in 2022?

03:58

Can I still make an IRA or Roth IRA contribution for 2022?

14:06

How to interpret Monte Carlo results

01:01:34

Solo 401k plans, with Sean Mullaney, CPA

01:19:38

How to Review a Tax Return (as a Retirement Planner)

05:57

How to withhold taxes from Social Security

12:08

How to do a 401(k) rollover

05:24

What's the difference between stock and mutual fund tickers?

01:23:01

Dividend Investing and Equity Income Income Strategies, with Chris D'Agnes, CFA

05:00

Should I sell my house now instead of later to avoid having a taxable gain?

03:22

Do Roth conversions affect my ability to make Roth IRA contributions?

15:35

Rising Interest Rates

07:11

Life Insurance is NOT a "Can't Lose Money Asset"

07:53

Is life insurance taxable?

14:33

How Much of My Social Security is Taxable?

54:41

Mailbag Ask Andy Anything

13:43

What's the Social Security "Tax Torpedo" or "Tax Trap"???

59:27

Maximizing tax deductions for charitable donations

08:16

Is Social Security going to run out?

10:53

Will I have to pay tax on the sale of my house?

08:25

How do I amend my tax return?

09:22

What are I Bonds?

01:00:06

Health coverage options before Medicare, with Cody Garrett, CFP®

03:38

What is the new interest rate on I Bonds?