Retirement Planning Education, with Andy Panko
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 is going on hiatusJune 22, 2023
#079 – The non-financial or “softer” side of retirement planning, with Kevin Lyles (Part 2 of 2)June 15, 2023
#078 – The non-financial or “softer” side of retirement planning, with Kevin Lyles (Part 1 of 2)June 08, 2023
#077 - Understanding cash value life insurance and how it's sold, with Kevin LaoJune 01, 2023
#076 - What exactly is "Financial Planning?"May 25, 2023
#075 - Qualified Charitable Distributions ("QCDs")May 18, 2023
#074 - How to break up with your financial advisorMay 11, 2023
#073 - What does it actually mean to be a "fiduciary," and does it matter?May 04, 2023
#072 - The benefit of "step up in basis"April 27, 2023
#071 - Understanding the $250k or $500k gain exclusion on selling your primary residenceApril 20, 2023
#070 - Q&A edition...dividend reinvestment, gifting stocks, Social Security survivor benefits and MORE!April 13, 2023
#069 - Highlights of the 2023 Social Security Trustees ReportApril 06, 2023
#068 - What happens to my investments if my broker goes under?March 30, 2023
#067 - Why are banks failing and should we be concerned about more failures?March 23, 2023
#066 - Common tax forms retirees get at tax return timeMarch 16, 2023
#065 - 7 Social Security myths, with Devin Carroll (Part 2 of 2)March 09, 2023
#064 - 7 Social Security myths, with Devin Carroll (Part 1 of 2)March 02, 2023
#063 - Q&A edition...401(k)s & Highly Compensated Employees, interest rates & Social Security, inherited 401(k) distributions and MORE!February 23, 2023
#062 - Introduction to Investing (Part 6 of 6) - Creating and managing your portfolioFebruary 16, 2023
#061 - Introduction to Investing (Part 5 of 6) - Cash and alternative investmentsFebruary 09, 2023
#060 - Introduction to Investing (Part 4 of 6) - All about mutual funds and exchange traded funds ("ETFs")February 02, 2023
#059 - Introduction to Investing (Part 3 of 6) - All about bondsJanuary 26, 2023
#058 - Introduction to Investing (Part 2 of 6) - All about stocksJanuary 19, 2023
#057 - Introduction to Investing (Part 1 of 6) - Background considerations and explanation of account typesJanuary 12, 2023
#056 - New RMD rules and other retirement planning changes in SECURE 2.0 Act of 2022January 05, 2023