Retirement Planning Education, with Andy Panko

Retirement Planning Education, with Andy Panko

Por: Andy Panko
Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
173 episodios disponibles

Latest episodes of the podcast Retirement Planning Education, with Andy Panko

#170 – Retirement planning chat with a "real" person, Scott 18/09/2025
#169 - "Hot topics" edition...Andy and Justin Pritchard talk about target date funds, illiquid assets in 401(k) plans, firing an advisor and MORE! 11/09/2025
#168 - Helpful tools and interesting information from the recent IRS Tax Forum 04/09/2025
#167 - Q&A edition...basis in inherited IRAs, Social Security break even analysis, coordinating RMDs and Roth conversions and MORE! 28/08/2025
#166 - The most common retirement planning questions from "real" people 21/08/2025
#165 - "Hot topics" edition...Andy and Mark Rosinski talk about different withdrawal strategies, rule of 55 distributions, allocating the stock portion of a portfolio and MORE! 14/08/2025
#164 - Summary of the 2025 annual Social Security trustees report 07/08/2025
#163 - Guest host Larry Pershing from Optimum Retirement Planning talks about managing and reducing concentrated stock holdings 31/07/2025
#162 - Q&A edition...more about bonds, taking distributions from a 401(k), when tax rates might actually go up (and by how much) and MORE! 24/07/2025
#161 – Retirement planning chat with a "real" person, Jan 17/07/2025
#160 - "Hot topics" edition...Andy and Lauren Hunt talk about the Social Security annual trustees report, the ever-increasing stock market, whether to take out loans or pay for things outright and MORE! 10/07/2025
#159 - SPECIAL EDITION...Provisions of the "One Big Beautiful Bill Act" most likely to impact your tax return 08/07/2025
#158 - How investment custodians make money 03/07/2025
#157 - Q&A edition...bonds and the bond market, paying estimated taxes, converting ALL pre-tax money to Roth and MORE! 26/06/2025
#156 - Three "real" people discuss how they handled the emotional transition into retirement and how they now find fulfillment, meaning and satisfaction 19/06/2025
#155 - "Hot topics" edition...Andy and Larry Pershing talk about the Big Beautiful (tax) Bill, US debt, concentration in the S&P 500 and MORE! 12/06/2025
#154 - What retirement-focused financial and tax planning firms do for their fee, using my firm as an example 05/06/2025
#153 - Guest hosts Mike Powers and Kirsten Ashbaugh from Manuka Financial talk more about data and cybersecurity best practices 29/05/2025
#152 - Q&A edition...how to deal with market declines, Social Security spousal benefits, vacation home sale impacts on IRMAA and MORE! 22/05/2025
#151 – Retirement planning chat with a "real" person, Rob Berger 15/05/2025
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