Insights from recent episode analysis
Audience Interest
- retirement planning strategies
- tax implications of retirement
Podcast Focus
- IRAs and Roth IRAs
- employer retirement plans
Publishing Consistency
- 203 episodes produced
- active for 4 years
Platform Reach
- platforms not yet detected
- unknown distribution breadth
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Most discussed topics
Brands & references
Total monthly reach
Estimated from 1 chart position in 1 market.
By chart position
- 🇺🇸US · Education#1615K to 30K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
1.5K to 9K🎙 Daily cadence·203 episodes·Last published 6d ago - Monthly Reach
Unique listeners across all episodes (30 days)
5K to 30K🇺🇸100% - Active Followers
Loyal subscribers who consistently listen
2K to 12K
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
Total Followers
—
Total Plays
—
Total Reviews
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 14 epsHost
Recent guests
Recent episodes
#209 – "Real" person retirement planning chat with Mark Ross from the Rock Retirement Club
Jun 18, 2026
1h 27m 15s
#208 - "Hot topics" edition...Andy and Adam Grossman talk about analyzing annuities, retiring to a different state, bonds vs bond funds, inflation and MORE!
Jun 11, 2026
1h 41m 30s
#207 – Roth conversion analysis: more than meets the eye
Jun 4, 2026
1h 18m 54s
#206 - Q&A edition...Social Security spousal benefits, tax withholdings on Social Security, bonds vs bond funds, separating basis out of IRAs and MORE!
May 28, 2026
54m 40s
#205 – "Real" person retirement planning chat with Daryl
May 21, 2026
1h 05m 52s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/18/26 | #209 – "Real" person retirement planning chat with Mark Ross from the Rock Retirement Club | Andy and Mark Ross from the Rock Retirement Club talk about Mark's journey in retiring to become an "encorepreneur" by starting a coaching business, and spending more time creating art. They also address some of standard "real person" planning questions such healthcare before Medicare, Social Security claiming, the emotional transition to leaving the corporate world, and more! Links in this episode: Mark's coaching website - https://www.nextthinggroup.com/Mark's Instagram site... | 1h 27m 15s | ||||||
| 6/11/26 | #208 - "Hot topics" edition...Andy and Adam Grossman talk about analyzing annuities, retiring to a different state, bonds vs bond funds, inflation and MORE! | Andy and Adam Grossman from Mayport Wealth Management share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: How to analyze an existing annuity and whether to keep it, exchange it to another annuity or surrender it ( 11:44 )The different things to factor in when considering retiring to a different state ( 23:18 )What to do with your investments regarding concerns about the U.S.'s national debt, potential inflation... | 1h 41m 30s | ||||||
| 6/4/26 | #207 – Roth conversion analysis: more than meets the eye✨ | Roth conversionstax savings+3 | — | VanguardTenon Financial | — | Roth conversiontax analysis+3 | — | 1h 18m 54s | |
| 5/28/26 | #206 - Q&A edition...Social Security spousal benefits, tax withholdings on Social Security, bonds vs bond funds, separating basis out of IRAs and MORE!✨ | Social Security spousal benefitstax withholdings on Social Security+3 | — | — | — | Social Securityspousal benefits+5 | — | 54m 40s | |
| 5/21/26 | #205 – "Real" person retirement planning chat with Daryl✨ | retirement planningpersonal finance+3 | Daryl | — | — | retirement planningspending+3 | — | 1h 05m 52s | |
| 5/14/26 | #204 - "Hot topics" edition...Andy and Brad Flood talk about portfolio withdrawal strategies & sequence of returns risk, financial planning software limitations, balancing optimization and simplicity, and MORE!✨ | portfolio withdrawal strategiessequence of returns risk+4 | Brad Flood | Tenon Financial | — | retirement planningwithdrawal strategies+4 | — | 1h 30m 42s | |
| 5/7/26 | #203 – Options for holding cash and cash equivalents✨ | cash managementcash equivalents+3 | — | — | — | cashcash equivalents+5 | — | 1h 21m 15s | |
| 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!✨ | financial planningtaxation+4 | — | — | — | financial planningtaxes+4 | — | 58m 06s | |
| 4/16/26 | #200 – 200th episode special edition: my observations about the financial services industry✨ | financial services industrycontent creation+3 | — | — | — | financial servicescontent creation+3 | — | 1h 06m 59s | |
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| 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!✨ | current market environmenttax updates+3 | Jonathan Vance | Vance Financial Planning | — | retirement planningmarket opportunities+3 | — | 1h 35m 36s | |
| 4/2/26 | #198 - Whether to take a pension as a lump sum or monthly payments✨ | pension optionslump sum vs monthly payments+3 | — | ImmediateAnnuities.comPBGC.gov+3 | — | pensionlump sum+4 | — | 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!✨ | rebalancing accountsRoth IRA contributions+4 | — | — | — | rebalancingRoth IRA+4 | — | 1h 10m 35s | |
| 3/19/26 | #196 – "Real" person retirement planning chat with Jim Kellerman✨ | retirement planninghealth insurance+3 | Jim Kellerman | — | — | retirementplanning+5 | — | 1h 30m 11s | |
| 3/12/26 | #195 - Retirement planner chat with Bradley Hilton from Sonas Financial Planning✨ | retirement planningtax planning+4 | Bradley Hilton | Sonas Financial PlanningTax Foundation | — | retirementfinancial planning+4 | — | 1h 59m 23s | |
| 3/5/26 | #194 - Gifting, gift taxes, annual gift exclusion and gift tax returns (IRS Form 709)✨ | giftinggift taxes+3 | — | Tenon FinancialIRS+1 | — | giftinggift taxes+3 | — | 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 | ||||||
| 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 | ||||||
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1 placement across 1 market.
Chart Positions
1 placement across 1 market.