أفضل بودكاسات Erik Berger (2024)

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#120 – Retirement planner chat, with Erik Barnes from Retirement Portfolio Partners 1:51:35

1d ago1:51:35

1:51:35

Andy chats with fellow retirement planner Erik Barnes, CFP® from Retirement Portfolio Partners. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when people have enough to retire, what consumers often overlook in reti…

1
My Brother’s Keeper Featuring Guy Golan 1:27:21

3d ago1:27:21

1:27:21

In this episode, Professor Guy Golan, author of My Brother’s Keeper: The Complicated Relationship Between American Jews and Israel, talks about his book and his thoughts about the current crisis in the Middle East. Then, I vent about the craziness of this election cycle.بقلم Erik R Fleming

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#119 - Andy's appearance on Rob Berger's YouTube channel, talking about taxes in retirement 1:41:14

8d ago1:41:14

1:41:14

Andy appeared as a guest/co-host on the September 23, 2024 episode of Rob Berger's YouTube live stream video series. In it, they discussed taxes and tax planning in retirement, as well as a host of other questions such as account rebalancing, Roth conversion analysis, and more! There was also plenty of live Q&A from Rob's loyal followers/watchers. …

1
Us, After & World Afro Day Featuring Rachel Zimmerman and Michelle De Leon 1:50:08

11d ago1:50:08

1:50:08

In this episode, Rachel Zimmerman, author of Us, After: A Memoir of Love and Suicide, talks about her personal journey after the loss of husband and Michelle De Leon, founder of World Afro Day, explains the importance of ending texturism in the workplace, as well as in society. Then the episode concludes with my commentary on the execution of Marce…

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#118 - Q&A edition...Itemized sales tax deductions, pension vs lump sum, surviving spouse tax increases and MORE! 49:10

15d ago49:10

49:10

Listener Q&A where Andy talks about: Itemizing sales taxes on Schedule A of your tax return, particularly when living in two states during the year ( 6:30 ) Considerations when deciding between taking a pension or its lump sum ( 11:51 ) Should a recently widowed person take advantage of their last year of Married Filing Joint tax brackets and do a …

1
Political Humor + Pearson & Pearson Featuring Kellee Knighten Hough, Maura Quint, Melba Pearson and Dr. Tracy A. Pearson 3:19:32

18d ago3:19:32

3:19:32

In this jam packed episode, Kellee Knighten Hough (The social media personality known as “Kell Belle”) and Maura Quint (Campaign/Comms Director, Americans For Tax Fairness) discuss the importance of humor in American political discourse. As a bonus, our podcast law firm of Pearson & Pearson breaks down some recent and significant legal issues. --- …

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#117 – Retirement planning chat with a "real" person, Alison 59:24

22d ago59:24

59:24

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Alison (last name not disclosed). They talk about a wide array of retirement planning topics such as the unique planning considerations of having a spouse who's nearly 10 years younger and how an unexpected major medical condition a …

1
Anything Is Good & I Hate It Here, Please Vote For Me Featuring Fred Waitzkin and Matthew Ferrence 1:38:12

25d ago1:38:12

1:38:12

In this episode, legendary author Fred Waitzkin talks about his new book, Anything Is Good, and its emphasis on homelessness. Then, Matthew Ferrence, author of I Hate It Here, Please Vote For Me, discusses his book and gives his thoughts on American politics. --- Support this podcast: https://podcasters.spotify.com/pod/show/erik-fleming1/support…

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#116 – Retirement planner chat, with Roger Whitney from the Retirement Answer Man podcast 1:36:40

29d ago1:36:40

1:36:40

Andy chats with fellow retirement planner Roger Whitney, CFP®, CIMA®, CPWA® from The Retirement Answer Man podcast. In this episode they talk about a wide array of retirement planning topics such as tax planning, investing, annuities, how to help advise people get over the hurdle of not wanting to spend their money, what consumers often overlook in…

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Build Your Thought Leadership & Freeman’s Challenge Featuring Coach Felecia Killings and Dr. Robin Bernstein 1:34:45

1M ago1:34:45

1:34:45

In this episode, friend of the podcast Coach Felecia Killings gives her conservative assessment of Vice President Harris’ campaign and talks about her upcoming leadership convention. Then, Dr. Robin Bernstein, author of Freeman’s Challenge, discusses the significance of her new book. --- Support this podcast: https://podcasters.spotify.com/pod/show…

1
#115 - How to give to charities tax-efficiently 55:44

1M ago55:44

55:44

Andy summarizes the tax-related concepts to know when giving to charities, and summarizes a few ways in which to make your charitable donations as tax-efficient for you as possible Links in this episode: IRS Publication 526 - here My YouTube video - How to Give to Charities Tax Efficiently My YouTube video - Overview of Federal Income Taxation Teno…

1
How America Works Featuring Will Cooper 1:33:54

1M ago1:33:54

1:33:54

In this episode, friend of the program Attorney Will Cooper talks about his new book, How America Works…And Why It Doesn’t. Then I express my opinion on grievance pimps in the current American political discourse. --- Support this podcast: https://podcasters.spotify.com/pod/show/erik-fleming1/support…

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#114 – Retirement planner chat, with me...Andy Panko from Tenon Financial 1:54:44

1M ago1:54:44

1:54:44

We're switching things up a bit! In this week's episode, guest host Mike Powers (from Manuka Financial; was a previous guest on the podcast) chats with the show's host, Andy Panko from Tenon Financial. In the episode, they talk about a wide array of retirement planning topics and Andy's view and approach toward them, such as tax planning, distribut…

1
Railtown and DNC Voices Featuring Ethan Elkind, Michael Kane, Nashwa Bawab, Virgie Rollins, Dr. Kimberly Hardy, Marisol Garcia, and Justin Douglas 1:26:00

2M ago1:26:00

1:26:00

In this episode, Ethan Elkind, Director of The Climate Program at Berkeley Law, talks about his book, Railtown and the importance of public transportation towards climate change. Then, you will hear some of the voices from the Democratic National Convention held in Chicago last week. --- Support this podcast: https://podcasters.spotify.com/pod/show…

1
#113 - Q&A edition...how to find a retirement tax planner, Medicare premium surcharges, bullet maturity bond ETFs and MORE! 54:46

2M ago54:46

54:46

Listener Q&A where Andy talks about: Can you retroactively increase your income for a prior tax year ( 2:37 ) How to find a retirement planning tax specialist ( 8:16 ) How the Medicare IRMAA premium surcharge income lookback works ( 17:24 ) Determining how much mega back door Roth contributions to do ( 22:02 ) Is it okay to employ your child part-t…

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Black Female Leadership & The Danger Imperative Featuring Dr. Crystal Chambers and Dr. Michael Sierra-Arévalo 1:31:37

2M ago1:31:37

1:31:37

In this episode, Dr. Crystal Chambers, author of Black Women's Pathways to Executive Academic Leadership, talks about Black female leadership, especially as it relates to the current Democratic presidential nominee. Then, Dr. Michael Sierra-Arévalo, author of The Danger Imperative, discusses how the concept of constant danger dictates American poli…

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#112 – Retirement planning chat with a "real" person, Jane 40:39

2M ago40:39

40:39

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jane (an anonymous name). They talk about a wide array of retirement planning topics such as when she started getting serious about retirement planning, what she wishes she would have known earlier, what she learned from seeing her p…

1
Rebel Falls & Passion for the Impossible Featuring Tim Wendel and Coach Michael Taylor 1:25:51

2M ago1:25:51

1:25:51

In this inaugural episode of Season 10, Tim Wendel, author of Rebel Falls, talks about his book and his experience in Charlottesville 7 years after the “Unite The Right” rally. Then Coach Michael Taylor shares his passionate beliefs and his perspective on American race relations. --- Support this podcast: https://podcasters.spotify.com/pod/show/eri…

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#111 – Retirement planner chat, with Victor Medina from Palante Wealth 1:27:12

2M ago1:27:12

1:27:12

Andy chats with fellow retirement planner Victor Medina, CFP®, RICP®, CELA® from Palante Wealth. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to help advise people who are spending more than planned, what consumers often …

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Solving The Climate Crisis & End Of The World Featuring Dr. John Berger and Dr. Jon Mills 1:23:49

2M ago1:23:49

1:23:49

In this episode, the final episode of Season 9, Dr. John Berger, author of Solving the Climate Crisis: Frontline Reports from the Race to Save the Earth, and Dr. Jon Mills, author of End Of The World: Civilization and Its Fate, discuss the impact of the current environmental crisis we are in and share thoughts of how to get out of it. --- Support t…

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#110 1/2 - ONE MORE pro of rolling over employer plans (like a 401(k)) to an IRA 10:00

2M ago10:00

10:00

I'm a buffoon and I missed including another important pro of doing an employer plan-to-IRA rollover in episode #110's list of pros and cons of rollovers. The additional potential pro is the ability to do Qualified Charitable Distributions ("QCDs") out of the IRA if you're at least 70 1/2 and charitably inclined. So, the recap the full list of pros…

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#110 - Pros and cons of rolling over employer plans [like a 401(k)] to an IRA 1:05:22

2M ago1:05:22

1:05:22

Andy summarizes the pros and cons of rolling over an employer plan (such as a 401(k), 403(b), 401(a), 457 or the federal Thrift Savings Plan) to an IRA or Roth IRA. To sum up: Potential PROS of rolling over an employer plan to an IRA or Roth IRA: More investment options Likely lower fees and costs Access to professional advice Better control over t…

1
Cracking the Nazi Code Featuring Jason Bell 1:16:34

2M ago1:16:34

1:16:34

In this episode, Jason Bell, author of Cracking the Nazi Code, discusses his book, its protagonist, Winthrop Bell, and the relevance of the work in modern times. Then, I express my thoughts about the hope the new candidacy of Vice President Kamala Harris brings. --- Support this podcast: https://podcasters.spotify.com/pod/show/erik-fleming1/support…

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#109 - Q&A edition...how to know if your 401(k) is good, how much tax to withhold from Social Security, should you invest in International stocks and MORE! 43:43

3M ago43:43

43:43

Listener Q&A where Andy talks about: How to know if your 401(k) is good ( 5:57 ) Is it safer to bank at multiple banks instead of just one ( 14:33 ) How much tax should you withhold from your Social Security ( 21:10 ) Whether each spouse needs to take out excess Roth IRA contributions if only one spouse's income put their Married Filing Joint total…

1
The Color of Emotional Intelligence & MicroSkills Featuring Farah Harris, Dr. Adaira Landry, and Dr. Resa Lewiss 1:17:52

3M ago1:17:52

1:17:52

In this episode, Farah Harris, author of The Color of Emotional Intelligence, and Drs. Adaira Landry and Resa Lewiss, co-authors of MicroSkills, teach us in politics, and life in general, how to better cope with our emotions, make better use of our abilities, and to emphasize self-care.--- Support this podcast: https://podcasters.spotify.com/pod/sh…

1
#108 – Retirement planning chat with "real" people, Ali & Alison Walker 1:38:27

3M ago1:38:27

1:38:27

Andy chats with real people (not advisors) doing their own retirement planning. In this episode, Andy talks with Ali & Alison Walker, who live in Arizona currently but lived and traveled abroad for a few years after retiring. They talk about a wide array of retirement planning topics such as when Ali & Alison started getting serious about retiremen…

1
Being Muslim Today & Platform of Hope Featuring Saqib Qureshi and Timothy Bult 1:32:07

3M ago1:32:07

1:32:07

In this episode, Saqib Qureshi, author of Being Muslim Today, talks about the challenges in the Muslim community and Timothy Bult, author of Platform of Hope, offers suggestions to the most controversial political issues of the day.--- Support this podcast: https://podcasters.spotify.com/pod/show/erik-fleming1/support…

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#107 – Retirement planner chat, with Mike Powers from Manuka Financial 1:51:51

3M ago1:51:51

1:51:51

Andy chats with fellow retirement planner Mike Powers, CPA, PFS, CFP®, from Manuka Financial. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to help advise people who are spending more than planned, what consumers often ove…

1
The Last 4th of July? 1:02:11

3M ago1:02:11

1:02:11

Could this be our last 4th of July? Let’s have a “throwback style” episode and discuss.--- Support this podcast: https://podcasters.spotify.com/pod/show/erik-fleming1/supportبقلم Erik R Fleming

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#106 - How to decide the optimal time to start your Social Security benefits 43:25

3M ago43:25

43:25

Andy talks about the main points to consider when deciding when to start your Social Security retirement benefits Links in this episode: Tenon Financial June 2024 newsletter discussing how to optimize your Social Security claiming decision - here Retirement Planning Education June 2024 blog discussing how to optimize your Social Security claiming d…

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A Purveyor of Manifestation Featuring Dethra Giles 1:37:03

3M ago1:37:03

1:37:03

In this episode, Dethra Giles, CEO of ExecuPrep, talks about the intersectionality of leadership in the political and corporate arenas. Then, I give a report after attending an event to sway Black voters to support Republicans.--- Support this podcast: https://podcasters.spotify.com/pod/show/erik-fleming1/support…

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#105 - Q&A edition... having mortgages in retirement, understanding Medicare coinsurance, when to consider long term care insurance and MORE! 54:59

4M ago54:59

54:59

Listener Q&A where Andy talks about: Whether or not it's okay to have a mortgage or rent in retirement ( 1:56 ) Medicare Part B coinsurance of 20% and whether Medigap/Supplemental policies are worth it ( 8:50 ) How much money is TOO MUCH money to have in a Health Savings Account ( 13:50 ) If I've changed any of my views or processes around retireme…

1
10 Commandments & Chocolate City Tour 1:21:24

4M ago1:21:24

1:21:24

In this HOT MIC episode, I express my opinion on the 10 Commandments requirement in Louisiana and the Chocolate City Tour of Donald Trump.--- Support this podcast: https://podcasters.spotify.com/pod/show/erik-fleming1/supportبقلم Erik R Fleming

1
#104 – Retirement planning chat with a "real" person, Laura Maione 1:11:07

4M ago1:11:07

1:11:07

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Laura Maione, who lives in Illinois and retired during the pandemic. They talk about a wide array of retirement planning topics such as when Laura started getting serious about retirement planning, what she wishes he would have known…

1
Decolonizing Wealth Featuring Edgar Villanueva 1:16:55

4M ago1:16:55

1:16:55

In this episode, Edgar Villanueva, CEO of Decolonizing Wealth Project, talks about the importance of implementing a decolonizing philosophy in corporate and charitable giving. Then, I make a pitch to my listeners for their assistance in manifesting a major achievement/opportunity for the podcast.--- Support this podcast: https://podcasters.spotify.…

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#103 – Retirement planner chat, with Angie Furubotten-LaRosee from Avea Financial Planning 1:33:48

4M ago1:33:48

1:33:48

Andy chats with fellow retirement planner Angie Furubotten-LaRosee CFP®, from Avea Financial Planning. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to help advise people who are spending more than planned, what consumers …

1
Strategic Casemaking & Saving Our Ancestors’ Legacy Featuring Dr. Tiffany Manuel and Rachael Keri Williams 1:28:11

4M ago1:28:11

1:28:11

In this episode, Dr. Tiffany Manuel, President/CEO of TheCaseMade, explains the concept of strategic casemaking and its impact on social change. Then, Rachael Keri Williams, Executive Director of SOAL: Saving Our Ancestors’ Legacy, talks about her journey towards preserving Lincoln Cemetery in Harrisburg, PA and the movement toward restoring Black …

1
#102 - Highlights of the 2024 Social Security Trustees Report 40:13

4M ago40:13

40:13

Andy gives a summary of the key takeaways from the recently released 2024 Social Security Trustees Report Links in this episode: The 2024 Social Security Trustees Report - here The "Summary of Provisions That Would Change the Social Security Program" - here Tenon Financial monthly e-newsletter - Retirement Planning Insights Facebook group - Retirem…

1
The Golden Brain & Civic Leadership/Engagement Featuring Sabrina Clarke and Dr. Agatha Caraballo 1:43:44

4M ago1:43:44

1:43:44

In this episode, Sabrina Clarke, The Golden Brain Entrepreneur, explains the challenges of being a female entrepreneur, British politics, and the similar struggles of Africans in the UK. Then, Dr. Agatha Caraballo, Founding Director of the Maurice A. Ferré Institute for Civic Leadership, talks about the work of the institute and the importance of c…

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#101 - Q&A edition...Choosing a custodian, 401(k) contribution limits, gift tax exclusion limits and MORE! 34:24

4M ago34:24

34:24

Listener Q&A where Andy talks about: How to choose a brokerage firm/custodian to use ( 3:00 ) How frequently to rebalance your portfolio ( 11:46 ) Annual 401(k) contribution limits between employee and employer contributions ( 14:55 ) Understanding gift taxes, when a gift tax return is required, the lifetime gift/estate size exemption and the annua…

1
Hip-Hop Feminism Featuring Dr. Dawn Hicks Tafari 1:29:06

5M ago1:29:06

1:29:06

In this episode, Dr. Dawn Hicks Tafari, Associate Professor at Winston-Salem State University, defines hip-hop feminism and promotes her book, The Journey of Kamau Miller. Then, I offer my opinion about the lack of integrity, honesty, and courage exhibited by Republican leaders. --- Support this podcast: https://podcasters.spotify.com/pod/show/erik…

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#100 – 100th episode celebration!!! Andy's 100 words of retirement planning wisdom 1:30:56

5M ago1:30:56

1:30:56

Thank you for your support through 100 episodes!!! 🥳 To celebrate the milestone of the 100th episode, Andy shares his 100 best bits of retirement planning wisdom, broken up into 10 topics of 10 pieces of wisdom each. The 10 topics are: 1) Investments, 2) Social Security, 3) Medicare, 4) Taxes, 5) Estate & Legacy Planning, 6) Annuities & Life Insura…

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Modern Marianismo Featuring Dr. Damary Bonilla-Rodriguez 1:23:27

5M ago1:23:27

1:23:27

In this episode, Dr. Damary Bonilla-Rodriguez explains the concept of her new book, Modern Marianismo, and why it is important for Latina leadership to be recognized. Then, I offer my opinion about presidential debates and attendance at a criminal trial to audition for a job.--- Support this podcast: https://podcasters.spotify.com/pod/show/erik-fle…

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#099 – Retirement planning chat with a "real" person, Al DiSalvio 1:02:45

5M ago1:02:45

1:02:45

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Al DiSalvio, who lives in New Jersey and plans on retiring in 2025. They talk about a wide array of retirement planning topics such as when Al started getting serious about retirement planning, what he wishes he would have known earl…

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RaveVenn & You Talk, I Listen, We Do! Featuring Bridgette Washington and Ty Pinkins 1:25:32

5M ago1:25:32

1:25:32

In this episode, Bridgette Washington, Founder/CEO of RaveVenn App, discusses how her app will better inform young Americans about the political process, and Ty Pinkins, the Democratic Nominee for the United States Senate in Mississippi, talks about his campaign efforts.--- Support this podcast: https://podcasters.spotify.com/pod/show/erik-fleming1…

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#098 – Retirement planner chat, with Lauren Hunt from Daybreak Wealth Management 1:13:01

5M ago1:13:01

1:13:01

Andy chats with fellow retirement planner Lauren Hunt, CFP®, from Daybreak Wealth Management. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when someone has "enough" to retire, what consumers often overlook in reti…

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Faith in Public Life Action Featuring Jeanné Lewis 1:15:11

5M ago1:15:11

1:15:11

In this episode, Jeanné Lewis, interim CEO of Faith in Public Life, explains the mission of the organization and the importance of establishing a community of belonging. Then, I conclude with why it is imperative for all of us to be centered in moral responsibility.--- Support this podcast: https://podcasters.spotify.com/pod/show/erik-fleming1/supp…

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#097 – Inherited IRA Required Minimum Distribution ("RMD") rules 44:23

5M ago44:23

44:23

Explanation of the Required Minimum Distribution ("RMD") rules for inherited IRAs Links in this episode: The IRS's Single Life Expectancy Table Charles Schwab's Inherited IRA Withdrawal Rules Tenon Financial monthly e-newsletter - Retirement Planning Insights Facebook group - Retirement Planning Education (formerly Taxes in Retirement) YouTube chan…

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Marty’s Crystal Ball & The Epitome of Black Excellence Featuring Marty Davis and MiDian Holmes 1:30:35

6M ago1:30:35

1:30:35

In this episode, former news anchor and print journalist Marty Davis looks into her crystal ball to see, and assess, what’s happening in our political world. Then, MiDian Holmes, Founder/CEO of The Epitome of Black Excellence & Partnership, updates us on the seeking of justice for Elijah McClain, as well as the work she is doing in the Denver, Colo…

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#096 - Q&A edition...US government debt concerns, Health Savings Accounts, how to estimate taxes and MORE! 45:51

6M ago45:51

45:51

Listener Q&A where Andy talks about: Am I concerned about the increasing amount of US government debt, and how do I think it will impact retirees' investments ( 1:32 ) Are there any custodians that offer Roth versions of SEP IRAs ( 16:58 ) Is there a simple way to estimate what your total taxes will be for the year ( 19:28 ) Could it make sense to …

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Erik Berger بودكاست

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