Retirement Planning Education, with 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!
Retirement Planning Education, with Andy Panko
Latest Episodes
#208 - "Hot topics" edition...Andy and Adam Grossman talk about analyzing annuities, retiring to a different state, bonds vs bond funds, inflation and MORE!
Andy and Adam Grossman from Mayport Wealth Management share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about:How to analyze an existing annuity ...
#207 – Roth conversion analysis: more than meets the eye
Andy discusses the various areas of consideration and analysis that go into deciding whether Roth conversions might potentially be of value. Furthermore, he explains why it's impossible to actually quantify how much tax savings, if any, Roth co...
#206 - Q&A edition...Social Security spousal benefits, tax withholdings on Social Security, bonds vs bond funds, separating basis out of IRAs and MORE!
Listener Q&A where Andy talks about: Claiming your own Social Security benefit at 62 and then later switching to collecting a spousal benefit after your spouse starts their benefit ( 5:45 )It's said by comedians th...
#205 – "Real" person retirement planning chat with Daryl
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Daryl. They talk about a wide array of retirement planning topics such as when he started getting serious about planning for re...
#204 - "Hot topics" edition...Andy and Brad Flood talk about portfolio withdrawal strategies & sequence of returns risk, financial planning software limitations, balancing optimization and simplicity, and MORE!
Andy and Brad Flood from Tenon Financial share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about:Portfolio withdrawal strategies for addressing s...
