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
#202 – Guest host Mark Rosinski discusses Treasury obligation interest, basis in inherited IRAs, RMD aggregation rules, doubling up contributions to 457 plans, and ways to invest during the Social Security delay period
Guest host Mark Rosinski, CFP®, CPA, RICP®, from Dunes Financial does a "hot topics" episode where he talks about:US Government obligation interest and what to look for on your co...
#201 - Q&A edition...A.I. and financial planning, the "withhold and replace" method of paying taxes, step DOWN in basis, TIPS ladders and MORE!
Listener Q&A where Andy talks about: Correction to a previous Q&A episode regarding taxation of lump sum Social Security benefits paid in one year for benefits attributable to the prior year ( 9:54 )His thought...
#200 – 200th episode special edition: my observations about the financial services industry
Special edition 200th episode where Andy shares some of his observations about the financial services industry from his time working in it:Creating good and consistent content is hard to do and do well ( 9:32 )A lot of cont...
#199 - "Hot topics" edition...Andy and Jonathan Vance talk about opportunities in the current market environment, 2026 tax updates, questions to ask advisors and MORE!
Andy and Jonathan Vance from Vance Financial Planning share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: Given current world affairs a...
#198 - Whether to take a pension as a lump sum or monthly payments
Andy discusses the pros and cons of taking a lump sum vs taking monthly payments for your pension, questions to ask yourself to help figure out if it might be better for you to take one vs the other, and other considerations to keep in mind in ...
