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
#225 - "Hot topics" edition...Andy and Dan VanDusen talk about 529s vs Trump accounts vs UTMA brokerage accounts, common errors on tax returns, the current state of the bond market and MORE!
Andy and Dan VanDusen from Objective Wealth share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about:How to decide between investing money for a child or gra...
#224 - The basics of bonds: what they are, how they work, and how to use them in retirement planning
Andy discusses the basics of bonds, including:Basic features and functions of bondsThe risks in bondsBond issuers and maturitiesHow bonds can be usedHow and why bond prices changes, and how intere...
#223 - Q&A edition...the 4% rule, Artificial Intelligence and the planning world, RMDs vs annuity income, TIPS, and MORE!
Listener Q&A where Andy talks about: Follow up thoughts on a previous question about whether it's better to use $27k of cash to make a mega backdoor Roth contribution, or to do a $100k in-plan Roth conversion and use the $2...
#222 - All about pensions...what they are, how they work, how to decide between taking lifetime payments or a lump sum, and MORE! [replay of Andy's appearance on the Catching up to FI podcast]
In this replay of Andy's recent guest appearance on the Catching up to FI podcast, Andy and hosts Bill Yount, MD, and Jackie Cummings Koski, CFP®, AFC®, talk all about traditional defined benefit pensions. What they are, how they work, how to d...
#221 - Retirement planner chat with Ryan Langan from Your Path Fi
Andy chats with fellow retirement planner Ryan Langan, CFP®, from Your Path Fi. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insur...
