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 brokerage account but they all have large unrealized gains ( 16:03 )How Medi-Cal benefits interact with a high deductible health plan and an HSA (spoiler alert...I don't know!) ( 22:20 )Are there any good reasons to leave old/prior employer 401(k) plans where they are ( 25:...
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#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
#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!
#200 – 200th episode special edition: my observations about the financial services industry
#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!
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