
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 | 195 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Education | |||

Andy chats with a real person (not an advisor) doing their own retirement planning. This week Andy is joined by Kevin Sebesta from the Rock Retirement Club
Kevin retired at 43 as part of the FIRE (Financial Independence, Retire Early) concept. He sh... more
Andy and Jason Cutitta from ToBa Financial share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about:
• How to incorporate a potential inheritance into your retirement plannin... more
Andy does a deep dive into everything about "backdoor" Roth contributions, which is where you make an after-tax contribution to a traditional/pre-tax account, and then convert it to a Roth account. Looks simple on the surface, but there are a lot of ... more
Andy shares his background and how/why that shaped his views, beliefs and approach to providing tax-efficient retirement planning and related content through the Retirement Planning Education website, podcast, YouTube channel, blog and Facebook group... more
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Andy does a great job breaking down topics relevant to people looking for info and education on retirement.
I enjoy this high quality finance podcast. I enjoy Andy’s perspective and how he explains his experiences that led him to him to his opinions on different financial strategies. He is a fantastic teacher and I find his information very educational. I love how he brings a Dad joke to every episode.
Andy does a great job providing information in a straightforward way. He has knowledge of a wide array of retirement related issues but is also very clear and honest when he doesn't have all the answers. I highly recommend.
Thank you for the back door ROTH session!
Andy has been one of my go to podcast as I prepare for retirement. I’m planning to retire in September of this year. Definitely recommend listening to older episodes as they provide valuable insight on all retirement subjects…financial and non-financial. I’m a DIYer but if I were to pick an advisor, it would be Andy. Keep the dad jokes coming!
Key themes from listener reviews, highlighting what works and what could be improved about the show.
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Apple Podcasts | #246 |
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The content revolves around guiding individuals through the complexities of retirement planning, encompassing key financial topics such as IRAs, taxes, Social Security, and estate planning. The host, known for a blend of humor and expertise, frequently shares personal anecdotes and insights, making complex financial concepts more relatable and digestible for listeners. Discussions often feature actionable strategies for optimizing retirement savings, navigating financial transitions, and understanding the implications of various retirement financial products.
A noteworthy aspect of this content is its engaging Q&A format, which invites audience interaction and addresses real-life financial inquiries. The host's approachable style, combined... more
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These podcasts share a similar audience with Retirement Planning Education,:
1. Retirement Starts Today
2. Retirement Answer Man
3. Ready For Retirement
4. Stay Wealthy Retirement Podcast
5. Your Money, Your Wealth
Retirement Planning Education, launched 4 years ago and published 195 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. Kevin Sebesta
2. Jason Cutitta
3. Kevin Lyles
4. Kevin Thompson
5. Beth Pinsker
6. Jackie Cummings Koski
7. Allen Mueller
8. Justin Pritchard
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