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
#230 - "Hot topics" edition...Andy and Jonathan Vance talk about bonds & bond funds, Roth conversions, when to use HSAs, stock allocations, paying taxes, and MORE!
Andy and Jonathan Vance from Vance Financial Planning share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about:their thoughts on using bonds vs bond funds, b...
#229 - 2026 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...
#228 - Special edition...MarketWatch columnist Beth Pinsker discusses the most common questions asked by her readers
Andy and MarketWatch columnist Beth Pinsker, CFP®, discuss the most common questions she gets from her readers:Am I doing this (i.e. financial planning) right? ( 11:22 )Should I do a Roth conversion? ( 21:10 )<...
#227 - Q&A edition...Roth conversions, IRA basis tracking & Form 8606, Alternative Minimum Tax credits, Fixed Indexed Annuities & IRA RMDs, and MORE!
Listener Q&A where Andy talks about: A correction about the previously discussed topic of contributing to a child's Roth IRA if they have earnings but don't file a tax return and don't have the earnings reported on a W-2 ( ...
#226 – "Real" person retirement planning chat with Mike
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Mike. They talk about a wide array of retirement planning topics such as how he learned important investing insights from Paul ...
