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#142 - "Hot topics" edition...Andy and Mike Powers talk about tariffs, TIPs, international stocks, data/cyber security and MORE!
Manage episode 471111978 series 3305727
Andy and Mike Powers share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about:
- Tariffs: what they are, who pays them, do they cause inflation, etc. ( 9:42 )
- Pros and cons of Treasury Inflation Protected Securities, or TIPS ( 21:32 )
- Whether or not to hold international stocks ( 37:07 )
- Considerations about whether to de-risk your portfolio and hold more cash a as result of expecting market uncertainty going forward ( 48:21 )
- Options for where to hold cash ( 54:33 )
- Observations and things to consider regarding doing your tax return ( 1:03:20 )
- Data and cyber security considerations ( 1:13:54 )
Links in this episode:
- Mike's article about TIPS - here
- Mike's article on how to freeze your credit - here
- Mike's article on properly reporting US government obligation interest on your tax return - here
- Vanguard's forward-looking forecasts - here
- California's one-time tax return penalty abatement - here
To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com
- My company newsletter - Retirement Planning Insights
- 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
147 episodes
Manage episode 471111978 series 3305727
Andy and Mike Powers share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about:
- Tariffs: what they are, who pays them, do they cause inflation, etc. ( 9:42 )
- Pros and cons of Treasury Inflation Protected Securities, or TIPS ( 21:32 )
- Whether or not to hold international stocks ( 37:07 )
- Considerations about whether to de-risk your portfolio and hold more cash a as result of expecting market uncertainty going forward ( 48:21 )
- Options for where to hold cash ( 54:33 )
- Observations and things to consider regarding doing your tax return ( 1:03:20 )
- Data and cyber security considerations ( 1:13:54 )
Links in this episode:
- Mike's article about TIPS - here
- Mike's article on how to freeze your credit - here
- Mike's article on properly reporting US government obligation interest on your tax return - here
- Vanguard's forward-looking forecasts - here
- California's one-time tax return penalty abatement - here
To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com
- My company newsletter - Retirement Planning Insights
- 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
147 episodes
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1 #144 - Q&A edition...Rule of thumb for retirement income needs, qualified vs ordinary dividends, Social Security taxation and MORE! 41:18

1 #143 – Retirement planning chat with a "real" person, Jim Jones 59:34

1 #142 - "Hot topics" edition...Andy and Mike Powers talk about tariffs, TIPs, international stocks, data/cyber security and MORE! 1:29:19

1 #141 - Determining how much Roth conversion to do in a given year 52:27

1 #140 - Q&A edition...Donor Advised Funds, back door Roth IRA contributions, 10-year Treasury bonds, crypto and MORE! 53:02

1 #139 – Retirement planning chat with a "real" person, John McLaurin 58:14

1 #138 – Retirement planner chat, with Liz Yoder from Dependent Financial Planning 1:12:46

1 #137 - 7 scenarios where it might be beneficial to do Roth conversions 53:08

1 #136 - Guest host edition...Mike Powers walks through his retirement planning checklist 32:39

1 #135 - Q&A edition...understanding financial advisor's titles, repeal of Social Security WEP & GPO, umbrella insurance and MORE! 57:18

1 #134 – Retirement planning chat with a "real" person, Brian Alexander 1:01:05

1 #133 – Retirement planner chat, with Eric Niergarth from Retirement Roadmap Financial Planning 1:09:13

1 #132 - Why the value in financial advisory services can't actually be measured 57:11

1 #131 - Q&A edition...mutual funds vs ETFs, traditional vs rollover IRAs, how much umbrella insurance to get and MORE! 56:44

1 #130 – Retirement planning chat with a "real" person, Peter Townsend 1:55:52
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