Andy and Mark Rosinski from Dunes Financial share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: Thoughts on common withdrawal strategies and what ...

Andy summarizes the recent 2025 annual Social Security trustees report, including what it would actually mean if the system's trust fund were to deplete, and what changes can be made to ensure that doesn't happenLinks in this ...

In this special guest host episode, Larry Pershing from Optimum Retirement Planning talks about how to reduce and manage concentrated holdings in your investment portfolio. Particular emphasis is given to the tax implications and tax management...

Listener Q&A where Andy talks about: Why you know the return you'll ultimately realize if you hold a bond to maturity, but can't know the return you'll eventually realize if you instead hold a bond fund ( 7:13 )A c...

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jan. They talk about a wide array of retirement planning topics such as leaving the workforce early due to family caregiving ne...