
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 | 185 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Education | |||

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
Listener Q&A where Andy talks about:
• Starting Social Security benefits early so your minor children can claim dependent benefits, and how the earnings test can come into play if you're still working ( 5:53 )
• Social Security spousal benefits, an... more
Andy chats with a real person (not an advisor), Beth Pinsker, a columnist for MarketWatch, about her new book, My Mother's Money, A Guide to Financial Caregiving.
In the book, Beth details her personal experience in becoming her mother's financial c... 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 | #249 |
Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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Content focuses on enhancing listeners' understanding of retirement planning by covering essential topics like tax implications, investment strategies, Social Security, and how to navigate the financial transition into retirement. With a blend of expert interviews and listener Q&As, episodes provide both theoretical insights and practical advice, making complex subjects accessible. A unique aspect is the inclusion of personal stories from guests, which not only humanizes the content but also offers relatable experiences regarding retirement challenges and victories.
Rephonic provides a wide range of podcast stats for Retirement Planning Education,. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Retirement Planning Education, and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
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Rephonic provides comprehensive predictive audience data for Retirement Planning Education,, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
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These podcasts share a similar audience with Retirement Planning Education,:
1. The Retirement and IRA Show
2. Retirement Starts Today
3. Retirement Answer Man
4. Big Picture Retirement®
5. Ready For Retirement
Retirement Planning Education, launched 4 years ago and published 185 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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Rephonic pulls ratings and reviews for Retirement Planning Education, from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
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Recent guests on Retirement Planning Education, include:
1. Beth Pinsker
2. Jackie Cummings Koski
3. Allen Mueller
4. Justin Pritchard
5. Ellen Carpendonia
6. Larry Pershing
7. Rob Berger
8. Mark Rosinski
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.