
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 | 205 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Education | |||

Guest host Mark Rosinski, CFP®, CPA, RICP®, from Dunes Financial does a "hot topics" episode where he talks about:
• US Government obligation interest and what to look for on your consolidated 1099 to make sure you properly reflect the state income ... more
Listener Q&A where Andy talks about:
• Correction to a previous Q&A episode regarding taxation of lump sum Social Security benefits paid in one year for benefits attributable to the prior year ( 9:54 )
• His thoughts on artificial intelligence and ... more
Special edition 200th episode where Andy shares some of his observations about the financial services industry from his time working in it:
• Creating good and consistent content is hard to do and do well ( 9:32 )
• A lot of content is just clickbai... more
Andy and Jonathan Vance from Vance Financial Planning share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about:
• Given current world affairs and their impacts on the markets... more
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Andy has a nice, easy going style and provides excellent and thorough information. He teaches the “why”. I also like how each episode of the month has a genre.
20 Star Review! I believe that I have listened to almost if not all your podcasts. Thank you for providing tremendous information, a bit of levity and a number of dad jokes that I can share with my family! I even met our FA based on a late 2024 podcast. Wishing continued success. Your contribution of knowledge to many is immense!
Andy’s podcast is one of my faithful retirement podcasts. He has great accurate information and interesting topics. Keep up the great work Andy!
I just listened to #200- Kudos to you. My husband and I found our current adviser relationship through your show. We love Brian T.
Thank you for your hard work and good intentions.
This podcast is great! It’s nice to hear from an advisor that isn’t trying to sell you something, or scare you into hiring them. Keep it up Andy!
Happy 200th Andy! I love your podcast. Thanks so much for sharing your knowledge. I especially love the tax facts and tips.
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 | #107 |
Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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The show centers on practical retirement planning, covering IRAs, Roth IRAs, employer plans, taxes, Social Security, Medicare, withdrawal strategies, estate planning, and related topics. Episodes mix Q&A sessions with guests and in-depth explorations of strategies (e.g., backdoor Roths, RMDs, tax planning) and real-life retirement experiences. Listeners likely range from near-retirees to seasoned retirees seeking down-to-earth explanations, actionable tips, and honest discussions without sales-drive. A notable strength is the host's approachable, often humorous style and the use of real people and industry guests to illustrate concepts clearly.
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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. Stay Wealthy Retirement Podcast
Retirement Planning Education, launched 4 years ago and published 205 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. Jonathan Vance
2. Jim Kellerman
3. Bradley Hilton
4. Kevin Sebesta
5. Jason Cutitta
6. Kevin Lyles
7. Kevin Thompson
8. Beth Pinsker
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.