Insights from recent episode analysis
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Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
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Est. Listeners
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- Per-Episode Audience
Est. listeners per new episode within ~30 days
10,001 - 25,000 - Monthly Reach
Unique listeners across all episodes (30 days)
25,001 - 75,000 - Active Followers
Loyal subscribers who consistently listen
15,001 - 40,000
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On the show
From 1 epsHost
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#202 – Guest host Mark Rosinski discusses Treasury obligation interest, basis in inherited IRAs, RMD aggregation rules, doubling up contributions to 457 plans, and ways to invest during the Social Security delay period
Apr 30, 2026
1h 10m 33s
#201 - Q&A edition...A.I. and financial planning, the "withhold and replace" method of paying taxes, step DOWN in basis, TIPS ladders and MORE!
Apr 23, 2026
58m 06s
#200 – 200th episode special edition: my observations about the financial services industry
Apr 16, 2026
1h 06m 59s
#199 - "Hot topics" edition...Andy and Jonathan Vance talk about opportunities in the current market environment, 2026 tax updates, questions to ask advisors and MORE!
Apr 9, 2026
1h 35m 36s
#198 - Whether to take a pension as a lump sum or monthly payments
Apr 2, 2026
1h 05m 39s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 4/30/26 | #202 – Guest host Mark Rosinski discusses Treasury obligation interest, basis in inherited IRAs, RMD aggregation rules, doubling up contributions to 457 plans, and ways to invest during the Social Security delay period✨ | Treasury obligation interestinherited IRAs+3 | Mark Rosinski | Dunes Financial | — | Treasury interestinherited IRA basis+3 | — | 1h 10m 33s | |
| 4/23/26 | #201 - Q&A edition...A.I. and financial planning, the "withhold and replace" method of paying taxes, step DOWN in basis, TIPS ladders and 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 how it can impact the financial planning industry ( 13:00 )The "withhold and replace" method of paying taxes when doing IRA distributions or conversions and using the indirect 60-day rollover approach to ultimately pay taxes out of your ban... | 58m 06s | ||||||
| 4/16/26 | #200 – 200th episode special edition: my observations about the financial services industry | 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 clickbait to get your views and/or advertise something to you, and not actually good content ( 13:15 )Personal finance is a lot more personal than it is finance ( 17:40 )The vast majority (all?) of long-term retirement planning is ultimately just a lot of educa... | 1h 06m 59s | ||||||
| 4/9/26 | #199 - "Hot topics" edition...Andy and Jonathan Vance talk about opportunities in the current market environment, 2026 tax updates, questions to ask advisors and 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, should you do anything different with your investments, or are there any other planning opportunities to consider ( 14:20 )Tax updates for 2026, and some recap of tax takeaways for 2025 now that the 2025 tax return season is mostly behind u... | 1h 35m 36s | ||||||
| 4/2/26 | #198 - Whether to take a pension as a lump sum or monthly payments | Andy discusses the pros and cons of taking a lump sum vs taking monthly payments for your pension, questions to ask yourself to help figure out if it might be better for you to take one vs the other, and other considerations to keep in mind in making the decision Links in this episode: www.ImmediateAnnuities.comwww.PBGC.govTenon Financial's April 2026 newsletter - Whether to take a pension as a lump sum or monthly payments Tenon Financial monthly e-newsletter - Retirement Planning Insights... | 1h 05m 39s | ||||||
| 3/26/26 | #197 - Q&A edition...how often to rebalance, tracking Roth IRA contributions, are RMDs really that bad, paying off mortgages before retirement and MORE! | Listener Q&A where Andy talks about: How often to check your accounts for rebalancing, and how often to check on your bigger picture finances and plan ( 2:32 )What to do with old positions you no longer want in a brokerage account but they all have large unrealized gains ( 16:03 )How Medi-Cal benefits interact with a high deductible health plan and an HSA (spoiler alert...I don't know!) ( 22:20 )Are there any good reasons to leave old/prior employer 401(k) plans where they are ( 25:... | 1h 10m 35s | ||||||
| 3/19/26 | #196 – "Real" person retirement planning chat with Jim Kellerman | Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jim Kellerman. They talk about a wide array of retirement planning topics such as when he started getting serious about planning for retirement, how he now spends his days in retirement, what he's doing for health insurance since he's not yet on Medicare and why he's at the local prison each week... Links in this episode: Puritas tax prep software (including for ... | 1h 30m 11s | ||||||
| 3/12/26 | #195 - Retirement planner chat with Bradley Hilton from Sonas Financial Planning | Andy chats with fellow retirement planner Bradley Hilton, CFP®, TPCP®, MBA from Sonas 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, what consumers often overlook in retirement planning and much more! Links in this episode: Bradley's advisory company website - https://www.sonasfp.com/ or https://www.sonasfinancialplanning.com Tax Foundation summary o... | 1h 59m 23s | ||||||
| 3/5/26 | #194 - Gifting, gift taxes, annual gift exclusion and gift tax returns (IRS Form 709) | Andy discusses the ins and outs of gifting, the annual gift exclusion, gift splitting, gift taxes, gift tax returns (IRS Form 709) and more! Links in this episode: Tenon Financial's March newsletter/blog about gifting - hereIRS Form 709 - here Tenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Plann... | 1h 06m 06s | ||||||
| 2/26/26 | #193 - Q&A edition...Social Security lump sum for retroactive payments, whether to pay off a mortgage, step-up in basis, gifting without having to file a gift tax return and MORE! | Listener Q&A where Andy talks about: Income tax treatment of buying bonds in a normal non-qualified brokerage account when you buy or sell bonds in between coupon periods ( 8:37 )When still working, are 50 or older, are maxing out your 401(k) contributions, and are high income and therefore would need to have your catch-up contribution go into your Roth (instead of pre-tax) 401(k), would it be better to skip the catch-up and instead put that money in a normal brokerage account ( 14:... | 1h 12m 39s | ||||||
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| 2/19/26 | #192 – "Real" person chat with Kevin Sebesta from the Rock Retirement Club, discussing FIRE...Financial Independence, Retire Early | Andy chats with a real person (not an advisor) doing their own retirement planning. This week Andy is joined by Kevin Sebesta from the Rock Retirement Club Kevin retired at 43 as part of the FIRE (Financial Independence, Retire Early) concept. He shares his planning and retirement journey, and discusses more about FIRE including the FIRE community and thoughts everyone (not just FIRE folks) should consider when planning for retirement. Links in this episode: Kevin's blog - ww... | 1h 17m 48s | ||||||
| 2/12/26 | #191 - "Hot topics" edition...Andy and Jason Cutitta talk about inheritances, Die With Zero, TSP in-plan conversion, taking RMDs and MORE! | Andy and Jason Cutitta from ToBa Financial share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: How to incorporate a potential inheritance into your retirement planning ( 12:30 )Limitations of the "Die With Zero" concept ( 18:55 )The upcoming ability to do in-plan Roth conversions in the federal Thrift Savings Plan ( 29:06 )Whose retirement accounts to take from first when spouses have a big age disparity ... | 1h 18m 56s | ||||||
| 2/5/26 | #190 - All about "backdoor" Roth contributions | Andy does a deep dive into everything about "backdoor" Roth contributions, which is where you make an after-tax contribution to a traditional/pre-tax account, and then convert it to a Roth account. Looks simple on the surface, but there are a lot of angles and gotchas to watch out for Links in this episode: IRS Form 8606 - hereCongressional meeting summary from December 2017 meeting on the Tax Cuts and Jobs Act - here Tenon Financial monthly e-newsletter - Retirement Planning InsightsFac... | 56m 48s | ||||||
| 1/29/26 | #189 - My background and prior experiences and how they shaped my views and approach to retirement planning and starting my own firm and creating this podcast | Andy shares his background and how/why that shaped his views, beliefs and approach to providing tax-efficient retirement planning and related content through the Retirement Planning Education website, podcast, YouTube channel, blog and Facebook group Links in this episode: Tenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planni... | 1h 18m 14s | ||||||
| 1/22/26 | #188 - Q&A edition...Social Security spousal benefits, cognitive biases in investing, changing state tax domicile, naming minors as beneficiaries and MORE! | Listener Q&A where Andy talks about: Can a spouse claim spousal benefits while delaying the start of their own benefit ( 10:40 )What's the best way to view your accounts in terms of how much of them are actually yours after accounting for eventual taxes you have to pay on them ( 14:08 )Can a minor be named as the beneficiary of a retirement account ( 23:28 )His thoughts on dividend stocks and funds ( 26:55 )Follow up thoughts about combining retirement account, in response to a prev... | 1h 10m 33s | ||||||
| 1/15/26 | #187 – "Real" person chat with Kevin Lyles from the Rock Retirement Club, discussing six "Retirement Truths" | Andy chats with a real person (not an advisor) doing their own retirement planning. This episode is a bit different from our normal real people chats though. Andy is joined by Kevin Lyles from the Rock Retirement Club. Kevin is a retired corporate lawyer who has since become a certified retirement coach, focusing on helping people with the non-financial aspects of retirement. In the episode, Andy & Kevin talk about six "Retirement Truths:" You never know when you have enough; there are ... | 1h 21m 22s | ||||||
| 1/8/26 | #186 - "Hot topics" edition...Andy and Cody Garrett talk about ACA tax credits, Roth conversions, tax gain harvesting, paying taxes in retirement, using HSAs and MORE! | Andy and Cody Garrett from Measure Twice Financial share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: Affordable Care Act ("ACA") tax credits and income "cliffs" in tax planning ( 08:13 )Doing Roth conversions vs tax gain harvesting ( 22:30 )Paying taxes in retirement; estimated payments vs withholdings ( 31:33 )Rushing into Roth conversions ( 38:50 )When to start doing HSA distributions ( 51:31 )Should ... | 1h 29m 17s | ||||||
| 1/1/26 | #185 - My thoughts and commentary about what the financial markets did in 2025 | Andy shares his thoughts and commentary about 2025 returns and events for: U.S. stocksInternational stocksU.S. bondsGold & SilverBitcoin Links in this episode: Tenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com To send Andy questi... | 1h 01m 42s | ||||||
| 12/25/25 | #184 - Q&A edition...consolidating accounts, tax withholdings vs estimated payments, QLACs, the 4% rule and MORE! | Listener Q&A where Andy talks about: Potential advantages or disadvantages of consolidating retirement accounts ( 4:28 )Paying taxes through IRA withholdings vs making estimated payments ( 13:08 )Whether a minister's housing allowance impacts Affordable Care Act subsidy eligibility ( 26:11 )When Qualified Longevity Annuity Contracts ("QLACs") might make sense to consider ( 30:27 )When following the 4% "rule" for distributions, can you reset your initial distribution if/when your por... | 59m 22s | ||||||
| 12/18/25 | #183 – Retirement planning chat with a "real" person, Jill | Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jill. They talk about a wide array of retirement planning topics such as leaving the workforce relatively early, keeping expenses moderate yet still doing and enjoying a lot in life, what she wishes she would have known and done sooner for her retirement planning, and more! Links in this episode: Tenon Financial monthly e-newsletter - Retirement Planning Insights... | 1h 25m 41s | ||||||
| 12/11/25 | #182 - "Hot topics" edition...Andy and Kevin Thompson talk about the One Big Beautiful Bill Act, the markets, IRMAA, senior exploitation and MORE! | 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 planning. And in particular whether people 65 or older should try to keep their income low to get some or all of the extra $6k bonus deduction ( 7:41 )What's up with the markets??? Should we be worried about the stock market? ( 17:33 )Their vie... | 1h 08m 40s | ||||||
| 12/4/25 | #181 - Q&A edition...understanding Roth IRA income limits, deciding between pension payment options, when to Roth convert vs distribute from an IRA and 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 multiple other funds such as just US and just international ( 8:17 )What's in the calculation for Modified Adjusted Gross Income ("MAGI") for purposes of determining eligibility to contribute to a Roth IRA ( 14:49 )Deciding when to start... | 1h 01m 20s | ||||||
| 11/27/25 | #180 - Q&A edition...Social Security spousal and survivor benefits, finding an advisor who doesn't require investment management, how a decedent's income is taxed and 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, and what happens when the lower earning spouse starts their own benefit early at a reduced amount, then later switches to spousal benefits ( 10:35)Social Security survivor benefits and whether the surviving spouse should start their own benefits ... | 56m 05s | ||||||
| 11/20/25 | #179 – "Real" person chat with Beth Pinsker about her new book, My Mother's Money, A Guide to Financial Caregiving | 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 caregiver, both during her mother's end of life and health decline, and beyond her mother's death and through the estate administration process. The book provides tons of practical knowledge, insight and recommendations for how to ensure your financ... | 1h 13m 40s | ||||||
| 11/13/25 | #178 - "Hot topics" edition...Andy and Ben Brandt talk about Monte Carlo, Donor Advised Funds, paying taxes on Roth conversions, how advisors dress and MORE! | Andy and Ben Brandt from Retirement Starts Today share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: Thoughts on Monte Carlo analysis; the good, the bad, the ugly ( 9:10 )Why all retirement plans are ultimately wrong as soon as they're made, and need to be agile and adaptable ( 13:30 )How to try to help people get comfortable spending the money they've accumulated ( 22:53 )Should people care how financial a... | 1h 12m 16s | ||||||
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