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 • 137 episodes
Retirement Planning Education, with Andy Panko
Latest Episodes
#134 – Retirement planning chat with a "real" person, Brian Alexander
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Brian Alexander. They talk about a wide array of retirement planning topics such as investing, Social Security, when they got s...
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1:01:05
#133 – Retirement planner chat, with Eric Niergarth from Retirement Roadmap Financial Planning
Andy chats with fellow retirement planner Eric Niergarth, CFP®, RICP® from Retirement Roadmap Financial Planning. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investin...
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1:09:13
#132 - Why the value in financial advisory services can't actually be measured
Andy explains how there is definitely value in good financial advisory services, but how it's impossible to quantify that value and is often disingenuous for advisors to claim they can, or for studies to try to put a number on itLink...
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57:11
#131 - Q&A edition...mutual funds vs ETFs, traditional vs rollover IRAs, how much umbrella insurance to get and MORE!
Listener Q&A where Andy talks about: What's the difference between index mutual funds and index ETFs, and why choose one over the other ( 6:32 )Is a three-fund index fund portfolio reasonable for someone in the dec...
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56:44
#130 – Retirement planning chat with a "real" person, Peter Townsend
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Peter Townsend. They talk about a wide array of retirement planning topics such as becoming self-educated in the details of ret...
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1:55:52
