
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 | 187 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Education | |||

Listener Q&A where Andy talks about:
• Potential advantages or disadvantages of consolidating retirement accounts ( 4:28 )
• Paying taxes through IRA withholdings vs making estimated payments ( 13:08 )
• Whether a minister's housing allowance impac... more
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jill. They talk about a wide array of retirement planning topics such as leaving the workforce relatively early, keeping expenses mod... more
Andy and Kevin Thompson from 9i Capital Group share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about:
• Thoughts on how the One Big Beautiful Bill Act complicates 2025 tax... more
Listener Q&A where Andy talks about:
• A correction on something incorrect I said last week regarding deciding which spouse's pre-tax account to distribute or convert from ( 3:28 )
• Pros and cons of using a single total global stock market fund vs... more
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Impressive clarity about complicated subjects. Thank you for keeping me on my toes
Clear, concise and useful information. Explains the tax considerations associated with decumulation.
I am a financial planner and I find this podcast insightful. Andy does a wonderful job breaking down complex financial topics. The dad jokes are a bonus. Thanks Andy!
If you are approaching or in retirement this show is for you. Andy’s humble approach to retirement planning is the top of my top three retirement focused podcasts I listen to every week.
I like the direct answers to relevant topics and questions. I have learned a lot.
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 | #86 |
Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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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. The Retirement and IRA Show
4. Big Picture Retirement®
5. Ready For Retirement
Retirement Planning Education, launched 4 years ago and published 187 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 Thompson
2. Beth Pinsker
3. Jackie Cummings Koski
4. Allen Mueller
5. Justin Pritchard
6. Ellen Carpendonia
7. Larry Pershing
8. Rob Berger
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.