Part 3 of 6 of a multi-part series on an introduction to investing. In this episode Andy talks about bonds; what they are, how to trade them, how to value them, what makes their prices change, what terminology to know, etc.  

Links in this episode:

• My YouTube video about Bonds, Bond Prices and Bond Yields
• Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
• YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
• Retirement Planning Education website - www.RetirementPlanningEducation.com

Part 2 of 6 of a multi-part series on an introduction to investing. In this episode Andy talks about stocks; what they are, how to buy and sell them, how to value them, what terminology to know, etc.

Links in this episode:

• Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
• YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
• Retirement Planning Education website - www.RetirementPlanningEducation.com

Part 1 of 6 of an introduction to investing. This episode talks about some background considerations to investing, such as risk-reward trade off and the concepts of risk tolerance & capacity, and also gives an overview of the different types of investment accounts such as brokerage accounts, IRAs, 401(k)s, etc.

Links in this episode:

• My YouTube video about Asset Location - here
• My podcast episode #8 about Roth IRA withdrawal rules - here
• My YouTube video about Roth IRA withdrawal rules - here
• Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
• YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
• Retirement Planning Education website - www.RetirementPlanningEducation.com
• The IUL Experiment website - www.TheIULexperiment.com

Summary of the provisions of the recently enacted SECURE 2.0 Act of 2022 legislation that are most likely to impact you and your retirement planning

Links in this episode:

• Full text of SECURE 2.0 Act of 2022 (starts on page 817) - here
• Jeffrey Levine's awesome summary of SECURE 2.0 - here
• The U.S. Senate's formal summary of each provision of SECURE 2.0 - here
• Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
• YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
• Retirement Planning Education website - www.RetirementPlanningEducation.com

Part 2 of 2 of my discussion with Amy Colton, MBA, CDFA, founder of Your Divorce Made Simple, to talk about financial planning considerations specific to divorce (original recording was from November 2021)

Links in this episode:

• Amy's website - www.YourDivorceMadeSimple.com
• Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
• YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
• Newsletter - Retirement Planning Insights

Part 1 of 2 of my discussion with Amy Colton, MBA, CDFA, founder of Your Divorce Made Simple, to talk about financial planning considerations specific to divorce (original recording was from November 2021)

Links in this episode:

• Amy's website - www.YourDivorceMadeSimple.com
• Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
• YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
• Newsletter - Retirement Planning Insights

Explanation of what tax planning is, and isn't. Andy discusses the typical types of services and advice that make up tax planning within retirement planning

Links in this episode:

• Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
• YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
• Newsletter - Retirement Planning Insights

Listener Q&A where Andy talks about:

• The differences between governmental and non-governmental (aka “tax-exempt”) 457(b) plans
• When Roth 401(k) conversions can be accessed without tax or penalty
• Whether certain mutual fund sales and purchases will constitute a wash sale
• Whether it’s better to purchase 10-year US Treasury notes sooner or later if you assume the Federal Reserve will continue raising interest rates
• How to contribute the maximum HSA family contribution in 2023 if both spouses in a married couple will be at least 55 by the end of 2023

Links in this episode:

• IRS summary of non-governmental 457(b) plans - here
• Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
• YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
• Newsletter - Retirement Planning Insights

Explanation of the basic structure of the U.S. Federal income tax system

Links in this episode:

• YouTube video - Overview of Federal Income Taxation
• YouTube video - Estimated Taxes, Tax Withholdings and Underpayment Penalties
• Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
• YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
• Newsletter - Retirement Planning Insights

Andy discusses what he's thankful for with regards to his career in retirement planning, and more broadly about retirement planning in general

Links in this episode:

• Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
• YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
• Newsletter - Retirement Planning Insights