#133 – Retirement planner chat, with Eric Niergarth from Retirement Roadmap Financial Planning

Retirement Planning Education, with Andy Panko
09/01/2025 1h 9min
#133 – Retirement planner chat, with Eric Niergarth from Retirement Roadmap Financial Planning

Listen "#133 – Retirement planner chat, with Eric Niergarth from Retirement Roadmap Financial Planning"

Descargar episodio

Episode Synopsis

Andy chats with fellow retirement planner Eric Niergarth, CFP®, RICP® from Retirement Roadmap 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 know when people have enough to retire, what consumers often overlook in retirement planning and much more!Links in this episode:Eric's advisory company website - Retirement Roadmap Financial PlanningTo send Andy questions to be addressed on future Q&A episodes, email [email protected] Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

More 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
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA