Beste Victor Medina podcaster (2024)

1
#111 – Retirement planner chat, with Victor Medina from Palante Wealth 1:27:12

11d ago1:27:12

1:27:12

Andy chats with fellow retirement planner Victor Medina, CFP®, RICP®, CELA® from Palante Wealth. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to help advise people who are spending more than planned, what consumers often …

1
#112 – Retirement planning chat with a "real" person, Jane 40:39

4d ago40:39

40:39

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jane (an anonymous name). They talk about a wide array of retirement planning topics such as when she started getting serious about retirement planning, what she wishes she would have known earlier, what she learned from seeing her p…

1
#110 1/2 - ONE MORE pro of rolling over employer plans (like a 401(k)) to an IRA 10:00

14d ago10:00

10:00

I'm a buffoon and I missed including another important pro of doing an employer plan-to-IRA rollover in episode #110's list of pros and cons of rollovers. The additional potential pro is the ability to do Qualified Charitable Distributions ("QCDs") out of the IRA if you're at least 70 1/2 and charitably inclined. So, the recap the full list of pros…

1
#110 - Pros and cons of rolling over employer plans [like a 401(k)] to an IRA 1:05:22

18d ago1:05:22

1:05:22

Andy summarizes the pros and cons of rolling over an employer plan (such as a 401(k), 403(b), 401(a), 457 or the federal Thrift Savings Plan) to an IRA or Roth IRA. To sum up: Potential PROS of rolling over an employer plan to an IRA or Roth IRA: More investment options Likely lower fees and costs Access to professional advice Better control over t…

1
#109 - Q&A edition...how to know if your 401(k) is good, how much tax to withhold from Social Security, should you invest in International stocks and MORE! 43:43

25d ago43:43

43:43

Listener Q&A where Andy talks about: How to know if your 401(k) is good ( 5:57 ) Is it safer to bank at multiple banks instead of just one ( 14:33 ) How much tax should you withhold from your Social Security ( 21:10 ) Whether each spouse needs to take out excess Roth IRA contributions if only one spouse's income put their Married Filing Joint total…

1
#108 – Retirement planning chat with "real" people, Ali & Alison Walker 1:38:27

1M ago1:38:27

1:38:27

Andy chats with real people (not advisors) doing their own retirement planning. In this episode, Andy talks with Ali & Alison Walker, who live in Arizona currently but lived and traveled abroad for a few years after retiring. They talk about a wide array of retirement planning topics such as when Ali & Alison started getting serious about retiremen…

1
#107 – Retirement planner chat, with Mike Powers from Manuka Financial 1:51:51

1M ago1:51:51

1:51:51

Andy chats with fellow retirement planner Mike Powers, CPA, PFS, CFP®, from Manuka Financial. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to help advise people who are spending more than planned, what consumers often ove…

1
#106 - How to decide the optimal time to start your Social Security benefits 43:25

2M ago43:25

43:25

Andy talks about the main points to consider when deciding when to start your Social Security retirement benefits Links in this episode: Tenon Financial June 2024 newsletter discussing how to optimize your Social Security claiming decision - here Retirement Planning Education June 2024 blog discussing how to optimize your Social Security claiming d…

1
From Victims to Advocates (All About Internet Scams) 24:25

2M ago24:25

24:25

If you are older and you have money, you are the prime target for financial scams, and there are a lot of them out there. What can you do to avoid becoming a victim and instead become an advocate for yourself and others? We’ll talk about that and tell you how to spot scams before they’re able to take advantage. This ‘elder fraud’ has been on the ri…

1
#105 - Q&A edition... having mortgages in retirement, understanding Medicare coinsurance, when to consider long term care insurance and MORE! 54:59

2M ago54:59

54:59

Listener Q&A where Andy talks about: Whether or not it's okay to have a mortgage or rent in retirement ( 1:56 ) Medicare Part B coinsurance of 20% and whether Medigap/Supplemental policies are worth it ( 8:50 ) How much money is TOO MUCH money to have in a Health Savings Account ( 13:50 ) If I've changed any of my views or processes around retireme…

1
#104 – Retirement planning chat with a "real" person, Laura Maione 1:11:07

2M ago1:11:07

1:11:07

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Laura Maione, who lives in Illinois and retired during the pandemic. They talk about a wide array of retirement planning topics such as when Laura started getting serious about retirement planning, what she wishes he would have known…

1
From "I Do" to "I Still Do 29:26

2M ago29:26

29:26

As you approach retirement, one of the most significant changes you'll experience is the amount of time you spend with your spouse. After years of balancing work, raising children, and managing day-to-day responsibilities, retirement offers an opportunity to reconnect and rediscover each other. This transition, however, also comes with its own unex…

1
#103 – Retirement planner chat, with Angie Furubotten-LaRosee from Avea Financial Planning 1:33:48

2M ago1:33:48

1:33:48

Andy chats with fellow retirement planner Angie Furubotten-LaRosee CFP®, from Avea Financial Planning. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to help advise people who are spending more than planned, what consumers …

1
#102 - Highlights of the 2024 Social Security Trustees Report 40:13

2M ago40:13

40:13

Andy gives a summary of the key takeaways from the recently released 2024 Social Security Trustees Report Links in this episode: The 2024 Social Security Trustees Report - here The "Summary of Provisions That Would Change the Social Security Program" - here Tenon Financial monthly e-newsletter - Retirement Planning Insights Facebook group - Retirem…

1
Inside the World of Part-Time Travel Jobs 21:28

3M ago21:28

21:28

Retirement is often seen as a time to relax and finally enjoy the fruits of decades of hard work. But for many retirees, the idea of completely stepping away from work is not appealing. Instead, they are finding ways to stay busy, contribute to their communities, and even enhance their retirement experience through part-time jobs. In this episode, …

1
#101 - Q&A edition...Choosing a custodian, 401(k) contribution limits, gift tax exclusion limits and MORE! 34:24

3M ago34:24

34:24

Listener Q&A where Andy talks about: How to choose a brokerage firm/custodian to use ( 3:00 ) How frequently to rebalance your portfolio ( 11:46 ) Annual 401(k) contribution limits between employee and employer contributions ( 14:55 ) Understanding gift taxes, when a gift tax return is required, the lifetime gift/estate size exemption and the annua…

1
Unlocking the Zzzecrets to Quality Sleep 25:41

3M ago25:41

25:41

May is ‘Better Sleep’ month and it’s no secret how important good sleep is to health, longevity and overall happiness. That’s especially true for retirees because as we get older, our sleep gets worse and worse. In this episode, we're discussing the often-overlooked aspect of retirement fulfilness: sleep quality. Join us with Victor as we discuss t…

1
#100 – 100th episode celebration!!! Andy's 100 words of retirement planning wisdom 1:30:56

3M ago1:30:56

1:30:56

Thank you for your support through 100 episodes!!! 🥳 To celebrate the milestone of the 100th episode, Andy shares his 100 best bits of retirement planning wisdom, broken up into 10 topics of 10 pieces of wisdom each. The 10 topics are: 1) Investments, 2) Social Security, 3) Medicare, 4) Taxes, 5) Estate & Legacy Planning, 6) Annuities & Life Insura…

1
#099 – Retirement planning chat with a "real" person, Al DiSalvio 1:02:45

3M ago1:02:45

1:02:45

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Al DiSalvio, who lives in New Jersey and plans on retiring in 2025. They talk about a wide array of retirement planning topics such as when Al started getting serious about retirement planning, what he wishes he would have known earl…

1
#098 – Retirement planner chat, with Lauren Hunt from Daybreak Wealth Management 1:13:01

3M ago1:13:01

1:13:01

Andy chats with fellow retirement planner Lauren Hunt, CFP®, from Daybreak Wealth Management. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when someone has "enough" to retire, what consumers often overlook in reti…

1
#097 – Inherited IRA Required Minimum Distribution ("RMD") rules 44:23

4M ago44:23

44:23

Explanation of the Required Minimum Distribution ("RMD") rules for inherited IRAs Links in this episode: The IRS's Single Life Expectancy Table Charles Schwab's Inherited IRA Withdrawal Rules Tenon Financial monthly e-newsletter - Retirement Planning Insights Facebook group - Retirement Planning Education (formerly Taxes in Retirement) YouTube chan…

1
Super Nanny – The Critical Role Grandparents Play & the Benefits It Provides 23:08

4M ago23:08

23:08

In the bustling world of parenting, where the to-do list seems never-ending, there’s a new beacon of hope — grandparents. Being a grandparent can have a significant impact on the success and health of one's retirement, and today we’re going to talk about the physical, emotional, and financial benefits. Being an active and engaged grandparent can ha…

1
#096 - Q&A edition...US government debt concerns, Health Savings Accounts, how to estimate taxes and MORE! 45:51

4M ago45:51

45:51

Listener Q&A where Andy talks about: Am I concerned about the increasing amount of US government debt, and how do I think it will impact retirees' investments ( 1:32 ) Are there any custodians that offer Roth versions of SEP IRAs ( 16:58 ) Is there a simple way to estimate what your total taxes will be for the year ( 19:28 ) Could it make sense to …

1
#095 – Retirement planning chat with a "real" person, Judy Ocaya 1:23:22

4M ago1:23:22

1:23:22

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Judy Ocaya, who lives in California and retired in 2019. They talk about a wide array of retirement planning topics such as when Judy started getting serious about retirement planning, what she wishes he would have known earlier, how…

1
Back to Basics: Financial Literacy 101 38:33

4M ago38:33

38:33

April isn't just about welcoming warmer weather; it's also Financial Literacy Month, a time to focus on our fiscal health and future. This episode will do just that, and it's an essential listen for anyone looking to secure their golden years with confidence and clarity. A study used posted by the American College of Financial Services used a Retir…

1
#094 – Retirement planner chat, with David and Mary Oransky from Laminar Wealth 1:25:49

4M ago1:25:49

1:25:49

Andy chats with fellow retirement planners Devin Oransky and Mary Oransky, from Laminar Wealth. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when someone has "enough" to retire, what consumers often overlook in re…

1
#093 – Advisory fees...the good, the bad, the ugly 1:32:22

5M ago1:32:22

1:32:22

Discussion of the different ways in which advisory firms charge fees, why the percentage of assets under management fee is illogical and unfair, and what alternate fee structures may be less illogical and less unfair Links in this episode: FINRA's BrokerCheck - here My article about trying to quantify the "value" of advisory services - here Tenon F…

1
Unlocking Your Retirement Potential: Goal Setting Strategies 33:22

5M ago33:22

33:22

Do you have goals for your retirement? Do you even know how you would set them? Many people look at retirement as the finish line, but goal setting is a key piece of unlocking your true potential once you’ve stopped working. In this video, we’re going to walk you through how to create goals for your retirement so you can achieve all those things yo…

1
#092 - Q&A edition...determining state tax residency, tax underpayment penalties and MORE! 35:42

5M ago35:42

35:42

Listener Q&A where Andy talks about: How to establish tax residence in a new state, and how to leave tax residence in your old state Carrying over capital loss deductions Minimizing or eliminating underpayment interest penalties by "annualizing" income using Form 2210 When in the tax return season should you file your return Is an advisory fee of 1…

1
#091 – Retirement planning chat with a "real" person, Tom Santi 1:17:23

5M ago1:17:23

1:17:23

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Tom Santi, who lives in Florida and is currently in a part-time/transitional work phase leading toward retirement. They talk about a wide array of retirement planning topics such as when Tom started getting serious about retirement p…

1
Age with Agility: Maximizing Health in Your Golden Years 26:16

5M ago26:16

26:16

In order to be able to truly enjoy retirement, health has to be a priority and Retirease focuses on the steps you need to take to maximize your golden years. In this episode, we are going to explore the essential non-financial elements that contribute to a truly fulfilling retirement, emphasizing the crucial bond between physical and mental well-be…

1
#090 – Retirement planner chat, with Devin Carroll from Carroll Advisory Group 1:25:07

5M ago1:25:07

1:25:07

Andy chats with fellow retirement planner Devin Carroll, from Carroll Advisory Group. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when someone has "enough" to retire, what consumers often overlook in retirement p…

1
#089 – Understanding the S&P 500 index and why it's NOT the right benchmark for your portfolio 37:54

6M ago37:54

37:54

Explanation of what the S&P 500 index is, what it measures, how it works and why it's NOT the right benchmark to use for your portfolio and it's returns Links in this episode: Portfolio Visualizer website - here Tenon Financial monthly e-newsletter - Retirement Planning Insights Facebook group - Retirement Planning Education (formerly Taxes in Reti…

1
#088 – Retirement planning considerations for women, with Laura Adams 1:08:28

6M ago1:08:28

1:08:28

Andy talks with Laura Adams, author and host of the The Money Girl podcast, about retirement planning considerations and issues unique to women Links in this episode: Laura's website - https://lauradadams.com/ Laura's podcast - The Money Girl Laura's newsletter - The Money Stack Tenon Financial monthly e-newsletter - Retirement Planning Insights Fa…

1
Making the Last Third of Your Life, The Best Third 23:29

6M ago23:29

23:29

We want everyone we work with to be able to say that the last third of their life was the best, which is always the goal for Retirease. There’s no reason your goals, ambitions, and sense of adventure have to slow down once you’ve retired, and the proper approach to that next phase of life can help you achieve this. In this video, we want to share s…

1
#087 - Q&A edition...tax return filing statuses, advisor succession plans and MORE! 46:31

6M ago46:31

46:31

Listener Q&A where Andy talks about: The summary of the five different tax return filing statuses Whether a particular listener could file as Head of Household for his 22 year-old son in college How to get the 1099-INT form if you sold any I Bonds last year Whether you can still do a 2023 Roth conversion now, in February 2024 What to look for and a…

1
Kickin it with Christian "Coog" Lopez 2:09:57

6M ago2:09:57

2:09:57

When you think about it most entrepreneurs and creatives have a DIY spirit, but few would exemplify this spirit more than this episode's guest Christian "Coog" Lopez. Christian wanted to simply promote his friend's music and since this was during the blog era this naturally led to creating a tumblr. What was out of the ordinary was how quickly the …

1
#086 – Retirement planning chat with a "real" person, Bill Stevenson 1:01:53

6M ago1:01:53

1:01:53

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Bill Stevenson, a married military retiree currently living in Hawaii. They talk about a wide array of retirement planning topics such as when Bill started getting serious about retirement planning, what he wishes he would have known…

1
Welcome to Your Best Retirement 21:11

6M ago21:11

21:11

A fulfilling retirement goes well beyond the dollars and cents, and today we’re going to share our vision for what it takes to help you live your best life in retirement. The goal for Retirease Radio is to coach you through a holistic approach to retirement. Join us as Victor highlights the importance of health and personal growth in retirement, em…

1
#085 – Retirement planner chat, with Brian Tegtmeyer from Truly Prosper Financial Planning 59:41

6M ago59:41

59:41

Andy chats with fellow retirement planner Brian Tegtmeyer, CFP®, from Truly Prosper Financial Planning. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when someone has "enough" to retire, what consumers often overlo…

1
#084 – Understanding Target Date Retirement Funds 53:18

7M ago53:18

53:18

Explanation of target date retirement funds and how they work, what their fees are, when they can make sense, pros and cons, etc. Links in this episode: Episode #060 of the Retirement Planning Education podcast about mutual funds Tenon Financial monthly e-newsletter - Retirement Planning Insights Facebook group - Retirement Planning Education (form…

1
#083 - Q&A edition...Solo 401(k)s, tax gain harvesting, bonds vs bond funds and MORE! 45:44

7M ago45:44

45:44

Listener Q&A where Andy talks about: For those who have solo 401(k) plans, when having to file Form 5500EZ is required What's tax gain harvesting and when it's beneficial How to select between online banks that offer high yield savings accounts Bonds vs bonds funds and what should be considered when figuring out how to invest the bond portion of yo…

1
#082 – Retirement planning chat with a "real" person, David Folts 1:26:02

7M ago1:26:02

1:26:02

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with David Folts, a married retiree in Ohio. They talk about a wide array of retirement planning topics such as when David started getting serious about retirement planning, what he wishes he would have known earlier, how he planned for t…

1
Financial Planning for Life’s Unexpected Events 14:24

7M ago14:24

14:24

Life happens. It’s such a simple but complicated statement because no one know what life will throw at us. The good and bad often comes at the most unexpected times and that makes planning very difficult. The good news is a comprehensive retirement plan prepares for what we know and is built to adapt to the events we can’t predict. In this episode,…

1
#081 – Retirement planner chat, with Larry Pershing from Optimum Retirement Planning 1:34:02

7M ago1:34:02

1:34:02

Andy chats with fellow retirement planner Larry Pershing, CFP®, RMA® from Optimum Retirement Planning. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when someone has "enough" to retire, what consumers often overloo…

1
New Year Financial Resolutions 19:54

8M ago19:54

19:54

As we begin another year with a fresh slate and a chance to improve ourselves, let’s talk about some resolutions that we could put in place to take positive financial steps forward in 2024. Hopefully this is something that you’ll revisit well beyond January, but we want to help you build a list for the new year. The stats say people stick to their …

1
#080 – How to lower your taxes in 2024 35:49

8M ago35:49

35:49

Summary of the December 29, 2023 The Wall Street Journal article, To Lower Your Taxes in 2024, Make These Moves Now. The article gives a handful of tips on how to reduce your taxes (not actually just in 2024; the tips in the article can apply to ANY year) Links in this episode: Tenon Financial monthly e-newsletter - Retirement Planning Insights Fac…

1
Mailbag: Healthcare Costs, Retirement Savings Target, and Estate Disputes 13:52

8M ago13:52

13:52

Retirement is more than just a numbers game; it's an intricate dance of elements that blend to create a fulfilling post-career life. In this episode, we’ll open up the mailbag and unpack the components that make up a robust retirement strategy, addressing everything from the ebb and flow of market volatility to maximizing Social Security benefits a…

1
Navigating Retirement Challenges: Smart Strategies for Investing and Insurance 10:34

8M ago10:34

10:34

Join us today as we address some of the critical pillars of a successful retirement: investing, income, taxes, and estate planning. We’ll do this by tackling a few great questions from our listeners, offering clarity and strategic insights for your retirement journey. Whether you're worried about unexpected life insurance policy charges or seeking …

1
Retirement Planning Education is coming back! 11:13

8M ago11:13

11:13

You read that right...the Retirement Planning Education podcast is BACK! :-) New weekly episodes will begin Thursday, January 4th 2024. Be there or be square. Links in this episode: Facebook group - Retirement Planning Education (formerly Taxes in Retirement) YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)…

Podcaster verdt å lytte til

Victor Medina Podcaster

Podcaster verdt å lytte til

Hurtigreferanseguide