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 cont...

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 a...

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 ...

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 b...

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 plannin...