
Andy summarizes the recent 2026 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 happen Links in this episode: The full 2026 Social Security trustees report - hereSummary of the recently proposed PROMISE Act - hereThe recent episode of Inspired Money with me, Wade Pfau and Mary Beth Franklin discussing all things Social Security - here Tenon Financial monthly e-newsl...
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#214 - Q&A edition...Roth conversions, directionality vs precision, separately managed accounts, tax return extensions and MORE!

#213 – "Real" person retirement planning chat with Tom

#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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