Retirement Planning Education is going on hiatus
Retirement Planning Education is going on hiatus
Retirement Planning Education is going on hiatus. But hopefully I'll be back at making episodes again in the not too dis... Read more
22 Jun 2023
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3mins
#079 – The non-financial or “softer” side of retirement planning, with Kevin Lyles (Part 2 of 2)
#079 – The non-financial or “softer” side of retirement planning, with Kevin Lyles (Part 2 of 2)
Part 2 of 2 of my discussion with retirement coach Kevin Lyles where he shares his knowledge of planning for the “softer... Read more
15 Jun 2023
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30mins
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#078 – The non-financial or “softer” side of retirement planning, with Kevin Lyles (Part 1 of 2)
#078 – The non-financial or “softer” side of retirement planning, with Kevin Lyles (Part 1 of 2)
Part 1 of 2 of my discussion with retirement coach Kevin Lyles where he shares his knowledge of planning for the “softer... Read more
8 Jun 2023
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43mins
#077 - Understanding cash value life insurance and how it's sold, with Kevin Lao
#077 - Understanding cash value life insurance and how it's sold, with Kevin Lao
Andy and Kevin Lao from Imagine Financial Security discuss when cash value (aka permanent) life insurance may be appropr... Read more
1 Jun 2023
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#076 - What exactly is "Financial Planning?"
#076 - What exactly is "Financial Planning?"
Explanation of what financial planning is (and isn't)Links in this episode:www.adviceonlynetwork.com www.napfa.orgwww.fe... Read more
25 May 2023
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34mins
#075 - Qualified Charitable Distributions ("QCDs")
#075 - Qualified Charitable Distributions ("QCDs")
Explanation of what Qualified Charitable Distributions ("QCDs") are and why they're the most tax-efficient way to donate... Read more
18 May 2023
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33mins
#074 - How to break up with your financial advisor
#074 - How to break up with your financial advisor
Explanation of the process for how to part ways with your financial advisorLinks in this episode:Facebook group - Retire... Read more
11 May 2023
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#073 - What does it actually mean to be a "fiduciary," and does it matter?
#073 - What does it actually mean to be a "fiduciary," and does it matter?
Explanation of what it means to be a fiduciary and why that term has become a marketing buzzwordLinks in this episode:Bo... Read more
4 May 2023
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#072 - The benefit of "step up in basis"
#072 - The benefit of "step up in basis"
Explanation of "step up in basis" and how it can make unrealized taxable gains magically disappear when leaving property... Read more
27 Apr 2023
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#071 - Understanding the $250k or $500k gain exclusion on selling your primary residence
#071 - Understanding the $250k or $500k gain exclusion on selling your primary residence
Summary of the "Section 121" exclusion of up to $500k of gain on selling your primary residenceLinks in this episode:Boo... Read more
20 Apr 2023
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35mins
