
Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
| Publishes | Weekly | Episodes | 180 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Education | |||

Andy shares some year-end tax planning tips, deadlines and things to consider around the following topics:
• contributions to qualified accounts
• Roth conversions
• distributions from qualified accounts
• Required Minimum Distributions ("RMDs")
• c... more
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 engagement, purposeful activities, health and fitness, rel... more
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 CAPE Ratio ( 4:32 )
• The meaning of Benjamin Graham's qu... more
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 own retirement planning. She went the F.I.R.E. (Fin... more
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Andy, Thank you for mentioning “Tax Planning To and Through Early Retirement”. I am about 2/3 through it and it is excellent! It is an alternative view on key issues, backed by clear examples. And, it is fine for those near or already in retirement. Regards, Eric
The content is always relevant to my situation and Andy has a chill way of relaying it that instills a confidence in the material and the master.
It’s like sitting around a campfire with a bourbon and getting great financial insights from a knowledgable friend.
Keep up the Dad jokes and BGS shares.
I’ve listened to Andy’s show since almost the beginning. Each week contains relevant, thoughtful, and helpful information for individuals and finance professionals alike! Keep calm and Lego on, Andy!
Episode 174 is another example of Andy’s talent for interviewing relevant & informative guests in a pleasant & concise manner.
Really enjoy the variety of topics covered and the themes for the episodes. Easy to listen to and learn something every time I listen.
Thanks!
Key themes from listener reviews, highlighting what works and what could be improved about the show.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #113 |
Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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Content focuses on enhancing listeners' understanding of retirement planning by covering essential topics like tax implications, investment strategies, Social Security, and how to navigate the financial transition into retirement. With a blend of expert interviews and listener Q&As, episodes provide both theoretical insights and practical advice, making complex subjects accessible. A unique aspect is the inclusion of personal stories from guests, which not only humanizes the content but also offers relatable experiences regarding retirement challenges and victories.
Rephonic provides a wide range of podcast stats for Retirement Planning Education,. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Retirement Planning Education, and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
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These podcasts share a similar audience with Retirement Planning Education,:
1. The Retirement and IRA Show
2. Retirement Answer Man
3. Retirement Starts Today
4. Big Picture Retirement®
5. Ready For Retirement
Retirement Planning Education, launched 4 years ago and published 180 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on Retirement Planning Education, include:
1. Jackie Cummings Koski
2. Allen Mueller
3. Justin Pritchard
4. Ellen Carpendonia
5. Larry Pershing
6. Rob Berger
7. Mark Rosinski
8. Jim Jones
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