Retirement Planning Education, with Andy Panko

192

Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!

#147 – Chat with four "real" people, sharing what they wish they would have known or done differently during their divorces
Apr 17, 2025 – 01:27:54
#146 – Retirement planner chat, with Mark Rosinski from Dunes Financial
Apr 10, 2025 – 57:50
#145 - Understanding mutual fund capital gain distributions
Apr 3, 2025 – 43:48
#144 - Q&A edition...Rule of thumb for retirement income needs, qualified vs ordinary dividends, Social Security taxation and MORE!
Mar 27, 2025 – 41:18
#143 – Retirement planning chat with a "real" person, Jim Jones
Mar 20, 2025 – 59:34
#142 - "Hot topics" edition...Andy and Mike Powers talk about tariffs, TIPs, international stocks, data/cyber security and MORE!
Mar 13, 2025 – 01:29:19
#141 - Determining how much Roth conversion to do in a given year
Mar 6, 2025 – 52:27
#140 - Q&A edition...Donor Advised Funds, back door Roth IRA contributions, 10-year Treasury bonds, crypto and MORE!
Feb 27, 2025 – 53:02
#139 – Retirement planning chat with a "real" person, John McLaurin
Feb 20, 2025 – 58:14
#138 – Retirement planner chat, with Liz Yoder from Dependent Financial Planning
Feb 13, 2025 – 01:12:46
#137 - 7 scenarios where it might be beneficial to do Roth conversions
Feb 6, 2025 – 53:08
#136 - Guest host edition...Mike Powers walks through his retirement planning checklist
Jan 30, 2025 – 32:39
#135 - Q&A edition...understanding financial advisor's titles, repeal of Social Security WEP & GPO, umbrella insurance and MORE!
Jan 23, 2025 – 57:18
#134 – Retirement planning chat with a "real" person, Brian Alexander
Jan 16, 2025 – 01:01:05
#133 – Retirement planner chat, with Eric Niergarth from Retirement Roadmap Financial Planning
Jan 9, 2025 – 01:09:13
#132 - Why the value in financial advisory services can't actually be measured
Jan 2, 2025 – 57:11
#131 - Q&A edition...mutual funds vs ETFs, traditional vs rollover IRAs, how much umbrella insurance to get and MORE!
Dec 26, 2024 – 56:44
#130 – Retirement planning chat with a "real" person, Peter Townsend
Dec 19, 2024 – 01:55:52
#129 – Retirement planner chat, with Andrew Gray from Gray Wealth Strategies
Dec 12, 2024 – 01:34:52
#128 - How to decide whether to own or rent your home in retirement
Dec 5, 2024 – 43:26
#127 - Q&A edition...concentration in the S&P 500, direct indexing, how to transfer accounts from one broker to another and MORE!
Nov 28, 2024 – 53:38
#126 – Retirement planning chat with a "real" person, Jane
Nov 21, 2024 – 01:12:00
#125 – Retirement planner chat, with Jamie Lima from Woodson Wealth Management
Nov 14, 2024 – 01:33:01
#124 - The basics of taxes and tax planning in retirement
Nov 7, 2024 – 01:00:28
#123 - My thoughts on 12 common financial and retirement planning rules of thumb
Oct 31, 2024 – 51:13
#122 - Q&A edition...tracking Roth IRA contributions, what to do with leftover RMD money, using total bond market funds and MORE!
Oct 24, 2024 – 39:45
#121 – Retirement planning chat with a "real" person, Doug Mann
Oct 17, 2024 – 01:26:44
#120 – Retirement planner chat, with Erik Barnes from Retirement Portfolio Partners
Oct 10, 2024 – 01:51:35
#119 - Andy's appearance on Rob Berger's YouTube channel, talking about taxes in retirement
Oct 3, 2024 – 01:41:14
#118 - Q&A edition...Itemized sales tax deductions, pension vs lump sum, surviving spouse tax increases and MORE!
Sep 26, 2024 – 49:10
#117 – Retirement planning chat with a "real" person, Alison
Sep 19, 2024 – 59:24
#116 – Retirement planner chat, with Roger Whitney from the Retirement Answer Man podcast
Sep 12, 2024 – 01:36:40
#115 - How to give to charities tax-efficiently
Sep 5, 2024 – 55:44
#114 – Retirement planner chat, with me...Andy Panko from Tenon Financial
Aug 29, 2024 – 01:54:44
#113 - Q&A edition...how to find a retirement tax planner, Medicare premium surcharges, bullet maturity bond ETFs and MORE!
Aug 22, 2024 – 54:46
#112 – Retirement planning chat with a "real" person, Jane
Aug 15, 2024 – 40:39
#111 – Retirement planner chat, with Victor Medina from Palante Wealth
Aug 8, 2024 – 01:27:12
#110 1/2 - ONE MORE pro of rolling over employer plans (like a 401(k)) to an IRA
Aug 5, 2024 – 10:00
#110 - Pros and cons of rolling over employer plans [like a 401(k)] to an IRA
Aug 1, 2024 – 01:05:22
#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!
Jul 25, 2024 – 43:43
#108 – Retirement planning chat with "real" people, Ali & Alison Walker
Jul 18, 2024 – 01:38:27
#107 – Retirement planner chat, with Mike Powers from Manuka Financial
Jul 11, 2024 – 01:51:51
#106 - How to decide the optimal time to start your Social Security benefits
Jul 4, 2024 – 43:25
#105 - Q&A edition... having mortgages in retirement, understanding Medicare coinsurance, when to consider long term care insurance and MORE!
Jun 27, 2024 – 54:59
#104 – Retirement planning chat with a "real" person, Laura Maione
Jun 20, 2024 – 01:11:07
#103 – Retirement planner chat, with Angie Furubotten-LaRosee from Avea Financial Planning
Jun 13, 2024 – 01:33:48
#102 - Highlights of the 2024 Social Security Trustees Report
Jun 6, 2024 – 40:13
#101 - Q&A edition...Choosing a custodian, 401(k) contribution limits, gift tax exclusion limits and MORE!
May 30, 2024 – 34:24
#100 – 100th episode celebration!!! Andy's 100 words of retirement planning wisdom
May 23, 2024 – 01:30:56
#099 – Retirement planning chat with a "real" person, Al DiSalvio
May 16, 2024 – 01:02:45