
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Tom. They talk about a wide array of retirement planning topics such as when he started getting serious about planning for retirement, why he went back to work as a consultant a year after retiring, why their plans of relocating to a different state have since changed, what his Roth conversion plan is, and more! Links in this episode: Tenon Financial monthly e-n...
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#215 - Summary of the 2026 annual Social Security trustees report

#214 - Q&A edition...Roth conversions, directionality vs precision, separately managed accounts, tax return extensions and MORE!

#212 - "Hot topics" edition...Andy and Tanya Nichols talk about having mortgages in retirement, when to start spending down HSAs, what might happen to Social Security and MORE!

#211 – 8 common tax planning mistakes often made in retirement
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