Best Ira Victor Podcasts (2024)

1
#116 – Retirement planner chat, with Roger Whitney from the Retirement Answer Man podcast 1:36:40

1d ago1:36:40

1:36:40

Andy chats with fellow retirement planner Roger Whitney, CFP®, CIMA®, CPWA® from The Retirement Answer Man podcast. In this episode they talk about a wide array of retirement planning topics such as tax planning, investing, annuities, how to help advise people get over the hurdle of not wanting to spend their money, what consumers often overlook in…

1
#115 - How to give to charities tax-efficiently 55:44

8d ago55:44

55:44

Andy summarizes the tax-related concepts to know when giving to charities, and summarizes a few ways in which to make your charitable donations as tax-efficient for you as possible Links in this episode: IRS Publication 526 - here My YouTube video - How to Give to Charities Tax Efficiently My YouTube video - Overview of Federal Income Taxation Teno…

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#114 – Retirement planner chat, with me...Andy Panko from Tenon Financial 1:54:44

15d ago1:54:44

1:54:44

We're switching things up a bit! In this week's episode, guest host Mike Powers (from Manuka Financial; was a previous guest on the podcast) chats with the show's host, Andy Panko from Tenon Financial. In the episode, they talk about a wide array of retirement planning topics and Andy's view and approach toward them, such as tax planning, distribut…

1
#113 - Q&A edition...how to find a retirement tax planner, Medicare premium surcharges, bullet maturity bond ETFs and MORE! 54:46

22d ago54:46

54:46

Listener Q&A where Andy talks about: Can you retroactively increase your income for a prior tax year ( 2:37 ) How to find a retirement planning tax specialist ( 8:16 ) How the Medicare IRMAA premium surcharge income lookback works ( 17:24 ) Determining how much mega back door Roth contributions to do ( 22:02 ) Is it okay to employ your child part-t…

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

29d 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
#111 – Retirement planner chat, with Victor Medina from Palante Wealth 1:27:12

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

1M 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…

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

1M 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

2M 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

2M 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

2M 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

3M 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
#105 - Q&A edition... having mortgages in retirement, understanding Medicare coinsurance, when to consider long term care insurance and MORE! 54:59

3M 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

3M 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
#103 – Retirement planner chat, with Angie Furubotten-LaRosee from Avea Financial Planning 1:33:48

3M 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

3M 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…

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507: Unlocking Business Succession: The Power of ESOPs with Keith Butcher 24:48

3M ago24:48

24:48

In an interview with Jason Hartman, Keith Butcher, founder of Butcher Joseph, discusses business succession and Employee Stock Ownership Plans (ESOPs). With many business owners approaching retirement, ESOPs offer a tax-efficient way to transition ownership to employees. This model enhances employee retention and loyalty, providing long-term retire…

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

4M 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
#100 – 100th episode celebration!!! Andy's 100 words of retirement planning wisdom 1:30:56

4M 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

4M 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

4M 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…

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171: The Solomon Success Blueprint: Building Wealth with Timeless Wisdom with Scott Florida 14:10

4M ago14:10

14:10

Welcome to the Solomon Success show, where we uncover timeless insights from King Solomon and the Bible for business and investing. Amidst a sea of false promises, let's refocus on enduring principles for a life of peace and prosperity. I'm Scott Florida, guest hosting for Jason Hartman. Drawing from my 30 years of pastoral and entrepreneurial expe…

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

5M 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
#096 - Q&A edition...US government debt concerns, Health Savings Accounts, how to estimate taxes and MORE! 45:51

5M 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

5M 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
#094 – Retirement planner chat, with David and Mary Oransky from Laminar Wealth 1:25:49

5M 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

6M 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
#092 - Q&A edition...determining state tax residency, tax underpayment penalties and MORE! 35:42

6M 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

6M 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
#090 – Retirement planner chat, with Devin Carroll from Carroll Advisory Group 1:25:07

6M 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

7M 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

7M 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
#087 - Q&A edition...tax return filing statuses, advisor succession plans and MORE! 46:31

7M 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
#086 – Retirement planning chat with a "real" person, Bill Stevenson 1:01:53

7M 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
#085 – Retirement planner chat, with Brian Tegtmeyer from Truly Prosper Financial Planning 59:41

7M 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

8M 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

8M 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

8M 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
#081 – Retirement planner chat, with Larry Pershing from Optimum Retirement Planning 1:34:02

8M 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
#080 – How to lower your taxes in 2024 35:49

9M 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
Retirement Planning Education is coming back! 11:13

9M 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)…

1
506: Navigating the Storm: A CEO's Tale of Business Triumph in Turbulent Times 20:45

9M ago20:45

20:45

Jason interviews Johnny Serpilla, former President of Camping World, about his book, "Life is Hard, but I'll be Okay", and his experiences in leadership and business. Johnny emphasizes the importance of approaching life with one heart and mind, the role of gratitude in leadership, and the impact of personal problems on work. Johnny also discusses t…

1
166: A Christmas Story & Mortgage Planning with “A Tale of Two Brothers” 37:01

9M ago37:01

37:01

Jason Hartman welcomes Ronald Reagan to the show to share a moving Christmas story. Next, some mortgage financial planning illustrated by "A Tale of Two Brothers" by Ric Edelman who has educated his clients for years on the benefits of integrating their mortgage into their overall financial plan. #SolomonSuccess #WisdomForSuccess #BiblicalPrinciple…

1
164: The Solomon Portfolio with Robert Katz 41:04

11M ago41:04

41:04

Jason Hartman talks with Robert (Bob) Katz, author of The Solomon Portfolio. Robert W. Katz has been a partner in a New Orleans-based certified public accounting firm for the last 30 years. His areas of specialty include personal financial planning, tax and estate planning and health care consulting. #SolomonSuccess #WisdomForSuccess #BiblicalPrinc…

1
163: Work Hard & Become A Leader; Be Lazy & Become A Slave. – Proverbs 12:24 38:40

1y ago38:40

38:40

Jason Hartman talks with Jim Collins, a Pastor, Motivational Speaker, Businessman and Author, he is the Founder of Beyond Positive Thinking Ministries and the Pastor of Victory in Christ International in Jupiter, Florida. Ten leadership success principles with you that will help you both in your personal life and in your business life. #SolomonSucc…

1
162: The Solomon Secret: Seven Principles of Financial Success from King Solomon, History’s Wealthiest Man 28:30

1y ago28:30

28:30

Welcome to the Solomon Success Show! Listen in as Jason and Bruce Fleet talk about The Solomon Secret: Seven Principles of Financial Success from King Solomon, History’s Wealthiest Man. Using Solomon's life and teachings as a foundation, Bruce Fleet offers today's readers a unique, well-grounded, proven method of wise investing. Solomon was more th…

1
161: The Ten Commandments of Successful Investing 27:32

1y ago27:32

27:32

Welcome to the Solomon Success Show! Listen in as Jason talks about the Ten Commandments of Successful Investing. Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ F…

1
505: Protecting Your Online Reputation: Expert Insights from Matt Earle | Reputation.ca 27:38

1y ago27:38

27:38

In this interview, Matt Earle from Reputation.ca discusses the problem of online reputation damage and how it can affect individuals and businesses. When negative or false information appears in Google search results, it can harm a person's reputation. Reputation.ca focuses on deleting harmful content whenever possible, but it's challenging when de…

1
Retirement Planning Education is going on hiatus 3:25

1y ago3:25

3:25

Retirement Planning Education is going on hiatus. But hopefully I'll be back at making episodes again in the not too distant future! -Andy Links in this episode: The Retirement & IRA Show - https://www.theretirementandirashow.com/ Facebook group - Retirement Planning Education (formerly Taxes in Retirement) YouTube channel - Retirement Planning Edu…

1
#079 – The non-financial or “softer” side of retirement planning, with Kevin Lyles (Part 2 of 2) 30:57

1+ y ago30:57

30:57

Part 2 of 2 of my discussion with retirement coach Kevin Lyles where he shares his knowledge of planning for the “softer” side of retirement readiness through discussions about having meaning, purpose, fulfillment, etc. (original recording was from January 13 2021) Links in this episode: The Rock Retirement Club - www.RockRetirementClub.com Faceboo…

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