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 • 175 episodes
Retirement Planning Education, with Andy Panko
Latest Episodes
#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
#169 - "Hot topics" edition...Andy and Justin Pritchard talk about target date funds, illiquid assets in 401(k) plans, firing an advisor and MORE!
Andy and Justin Pritchard from Approach Financial share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: The pros and cons of target date funds ( 11:...
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1:09:15
