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 • 177 episodes
Retirement Planning Education, with Andy Panko
Latest Episodes
#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
#173 – Retirement planner chat, with Allen Mueller from 7 Saturdays Financial
Andy chats with fellow retirement planner Allen Mueller, CFA, CFP® from 7 Saturdays Financial. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-...
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1:16:33
#172 - The conflicts, pros, cons and use cases of the different advisory fee structures
Andy shares his views on the few different ways in which people in the financial services/financial advisory industry can receive revenue:Commission-onlyFee-onlyHybrid or fee-basedLinks in t...
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1:16:57
#171 - Q&A edition...how much you can spend in retirement, Roth IRA 5-year rule, RMDs, accounts for grandchildren and MORE!
Listener Q&A where Andy talks about: How to calculate how much money you can gift or donate in retirement without running out ( 8:47 )Does the five-year rule met by a previous Roth IRA carry over to a new Roth IRA ...
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1:06:07
#170 – Retirement planning chat with a "real" person, Scott
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Scott. They talk about a wide array of retirement planning topics such as leaving the workforce early than planned during COVID...
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1:01:48
