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 and their impacts on the markets, should you do anything different with your investments, or are there any other planning opportunities to consider ( 14:20 )Tax updates for 2026, and some recap of tax takeaways for 2025 now that the 2025 tax return season is mostly behind u...
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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
#198 - Whether to take a pension as a lump sum or monthly payments
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