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!
Podcasting since 2022 • 181 episodes
Retirement Planning Education, with Andy Panko
Latest Episodes
#178 - "Hot topics" edition...Andy and Ben Brandt talk about Monte Carlo, Donor Advised Funds, paying taxes on Roth conversions, how advisors dress and MORE!
Andy and Ben Brandt from Retirement Starts Today share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: Thoughts on Monte Carlo analysis; the good, t...
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1:12:16
#177 - 2025 year-end tax planning tips and items to consider
Andy shares some year-end tax planning tips, deadlines and things to consider around the following topics:contributions to qualified accountsRoth conversionsdistributions from qualified accountsRequired Mi...
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54:02
#176 - Guest host Brian Tegtmeyer from Truly Prosper Financial Planning talks about the non-financial aspects of planning a great retirement
In this special guest host episode, Brian Tegtmeyer from Truly Prosper Financial Planning talks about how to address and plan for the non-financial aspects of retirement such as intellectual engagement, purposeful activities, health and f...
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35:51
#175 - Q&A edition...The CAPE ratio and US stock market valuation, good enough vs optimization in retirement planning, tax on foreign stock dividends and MORE!
Listener Q&A where Andy talks about: The CAPE (Cyclically Adjusted Price to Earnings) Ratio as a measure of whether the US stock market is overvalued or undervalued, and drawbacks with the CAPE Ratio ( 4:32 )The me...
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1:02:27
#174 – Retirement planning chat with a "real" person, Jackie Cummings Koski
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jackie Cummings Koski.But Jackie isn't just the typical "real" person doing her own retirement planning. She went the F...
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1:57:32
