WATCH THIS VIDEO EPISODE ON YOUTUBE! It's our 400th episode!!! We thought a fun way to celebrate would be to do a video podcast discussing the Top 10 most Iconic Horror moments of All Time. We also talk about the history of the podcast and thank our guests and listeners. Thanks again to everyone and here to 400 more! YouTube: https://www.youtube.co…

Wheel of Horror 13 days of Halloween: Day 6 of 13. Join Alec Lawless & Returning Guest Bonnie Marie Williams this week as we descend into the depths of the Paris Catacombs with the found-footage horror gem As Above, So Below! We’ll explore the chilling journey of a team of urban explorers searching for the legendary Philosopher’s Stone, only to dis…

Listener Q&A where Andy talks about: How to keep track of Roth IRA contributions ( 6:45 ) Considering getting employer-sponsored health insurance to supplement Medicare ( 12:15 ) What to do with money from an RMD that you don't actually need ( 16:48 ) Understanding the capital gain exclusion on selling your primary residence ( 19:58 ) How to determ…

Wheel of Horror 13 days of Halloween: Day 5 of 13. Yesterday we talked part 3 and wow, we really didn't think it could get worse, but The Texas Chainsaw Massacre 4: The Next Generation, takes the cake. From title changes, lawsuits, and multiple relases, this movie is a mess. We hope you enjoy Alec & Andy Danish rip this movie apart. Apple Podcast: …

Wheel of Horror 13 days of Halloween: Day 4 of 13. Today Alec & Andy Danish discuss the ongoing saga of Leatherface and his ever changing cannibal family, 1990's LeatherFace: Texas Chainsaw Massacre 3. It's a movie, you can't say otherwise and Viggo Freakin' Mortensen is in this one! Enjoy. Apple Podcast: https://podcasts.apple.com/us/podcast/wheel…

Wheel of Horror 13 days of Halloween: Day 3 of 13. Today Alec & Joe continue talking John Carpenter's apocolypse trilogy with 1995's In the Mouth of Madness. A really interesting film with an awesome premise, awesome cast, and awesome director, it's awesome! Enjoy! Apple Podcast: https://podcasts.apple.com/us/podcast/wheel-of-horror/id1534102813 Sp…

Wheel of Horror 13 days of Halloween: Day 2 of 13. Oh man is this the best horror film of 2024? We certainly think there is a chance. Join Alec and Joe as they discuss the new indie horror film Strange Darling. Major spoiler warning, definitley go into this one as blind as possible. But we looooooved it! Apple Podcast: https://podcasts.apple.com/us…

Wheel of Horror 13 days of Halloween: Day 1 of 13. It's been too long since we've talked M. Night, and who better to bring back for this discussion than longtime returning guest Dom Berger. What a fun film, from the time of peak M. Night. Aliens, crop circles, and a star studded cast. We hope you enjoy our discussion on 2002's Signs. Apple Podcast:…

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Doug Mann. They talk about a wide array of retirement planning topics such as retiring and living abroad in Thailand and the unique planning considerations involved with being abroad full-time Links in this episode: Doug's travel/pho…

Only five more days until the 13 days of Halloween! This week, Alec Lawless & returning guest Matt Banever are braving the wild with the thrilling ride that is 2024's In a Violent Nature! Join us as we dive into this gripping tale of survival, chaos, and the raw power of new slasher villian Johnny. Get ready for some wild discussions as we dissect …

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…

This week, Alec & Erik are diving into the hilarious and heartwarming world of The Final Girls! Join us as we explore this clever twist on the classic slasher genre, where a group of friends finds themselves trapped inside an 80's horror movie. We’ll chat about the film’s blend of humor, nostalgia, and genuine emotion as our heroes face off against…

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. …

Burn Baby Burn, Cropsey is burning! Who's ready for a different telling of the urban legend of Cropsey? Today we are covering another 80's camp slasher film. And the burning question is, is Jason Alexander in this movie? Yes, yes he is. Enjoy our discussion on the 1981 film, The Burning. Apple Podcast: https://podcasts.apple.com/us/podcast/wheel-of…

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 …

PLEASE WATCH THIS VIDEO EPISODE ON YOUTUBE!!! https://youtu.be/b6dpabuAa6o. This is our first video episode, so watch us discuss the top 10 greatest Horror Villians of all time. Who will be our #1???? Also sorry about Alec's audio, we had some technical issues!Alec Lawless による

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 …

It's our Final Friday the 13th film and we honestly could have chosen a little better, but hey, it's fun and it's takes Jason out of the lake setting for the first time. We hope you enjoy our conversation on Friday the 13th Part 8: Jason "Takes" Manhattan. Apple Podcast: https://podcasts.apple.com/us/podcast/wheel-of-horror/id1534102813 Spotify: ht…

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…

It's our second outing with Dat Dere Pumpkin Head and we couldn't be more excited. As far as 1993 straight to VHS films go, this one is one of our favorites. So get your blood revenge ritual served up right in Pumpkin Head 2: Blood Wings. Enjoy!Alec Lawless による

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…

Happy Labor Day!!! We couldn't think of a better way to celebrate than talking about Teeth, and no not the teeth in your mouth, we're talking about your other teeth, ya know, down there... If you haven't seen this film, defintiley watch it before listening. So grab a non alcholic beer, a veggie burger, and buy a cheap mattress, it's Labor day and w…

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…

Told we delve into forgotten and pretty derivative early 80's slasher film "Madman". It's like Friday the 13th meets The Fog, but missing its heart & Soul. We didn't love this one, but if you're a fan of 80's slashers, maybe you'll like it....Alec Lawless による

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…

We are a little late on covering this one, but we are huge fans of this 2024 indie horror film "Late Night With The Devil". We both loved this film and we hope to see more from the cast & Crew. Good job!Alec Lawless による

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…

New wheel and the last film in the A Nightmare on Elm street series for us, The dreaded 2010 Remake. Join Alec & Erik as we finish off this series and say a sad goodbye to Freddy....for now. Enjoy!Alec Lawless による

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 …

It's Summer, so we're going back to Amity Island for another outing of Chief Brody, Ellen Brody, Mayor Vaughn, and another big ass rogue shark. Join Alec and Erik as they discuss, definitley the best Jaws sequel, but perhaps, the 2nd best shark film of all time? Enjoy!Alec Lawless による

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…

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…

It's a sad day here at WOH, we are all finished with the Phantasm series. It's been a long time coming, but the adventures of the Tall man, Reggie, Mike, and Jody ends here. Listen in as Alec, Erik, and returning guest Mike Valente discuss Phantasm 5: Ravager.Alec Lawless による

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…

SPOILER WARNING! Join Alec & Joe as they discuss the latest horror outing from Writer/Director Osgood Perkins, Long Legs. Starring modern Horror Scream Queen Maika Monroe and the one and only Nick Cage. Is it the scariest movie of the decade? That's a pretty subjective question. Enjoy!Alec Lawless による

A 90's classic....kinda. Join Alec and Erik as they discuss Macaulay Culkin's departure from cute mischievous roles and into his preteen murderous phase. Oh and Elijah Wood! This one is fun and a little scary, sorta. Enjoy our discussion on The Good son.Alec Lawless による

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…

He's not Freddy, He's not Jason...He's Real. Oh man this one was intense. Join Alec & Erik as they discuss the 1986 documentary style indie horror film Henry: Potrait of a Serial Killer. Lot's of gore. Lot's of old camera footage. Lots of Henry. Enjoy!Alec Lawless による

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…

The most heated debate in Wheel of Horror history. Alec hated this film, while Erik loved it. Who is right? Only you can decide. Listen in as we debate the meanings, behind the scenenes drama, and more on this tough, but fair episode. Enjoy!Alec Lawless による

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…

Leatherface & the boys are back, but this time are hunted by Dennis Hopper & Caroline Williams. What's not to love? We are joined by returning guest and Texas Chainsaw Massacre 2 expert James Boyland to discuss this more comedic sequel.Alec Lawless による

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…

It's a 1998 time capsule day. Join Alec, Erik, and first time guest Zach "Coconut" Pena as they discuss the first American Godzilla film. It has everything, Matthew Broderick in a beret, Hank Azaria playing an Italian stereotype, and honestly, a sympathetic look at a giant killer lizard. Enjoy!Alec Lawless による

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…

School may be out and summer has already started, but it's never too late for a 1980's Prom Night! Join Alec & Erik as they cover the early slasher film led by Scream Queen Jaime Lee Curtis. Hope you like disco, Enjoy!Alec Lawless による

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 …

FULLY ANIMTAED EPISODE ON YOUTUBE! It's the 40th anniversary of Friday the 13th The Final Chapter. We though not only is it time to cover this masterpiece, but also to do a fully animated podcast for this episode. So watch and listen in as Alec & Erik talk the "death" of Jason, Crispin Glover's Dancing, and Corey Feldman's bald cap. Enjoy and watch…

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…

ACK ACK ACK! That's how Martian's say "It's a new Wheel of Horror!" Today Alec & Erik discuss the mid 90's Sci-Fi classic Tim Burton's Mars Attacks. This movie has it all, A star Studded cast, passable CGI, and Sarah Jessica Parker's head on a chihuahua, it's fun! Enjoy our discussion of Mars Attacks!…