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 • 193 episodes
Retirement Planning Education, with Andy Panko
Latest Episodes
#190 - All about "backdoor" Roth contributions
Andy does a deep dive into everything about "backdoor" Roth contributions, which is where you make an after-tax contribution to a traditional/pre-tax account, and then convert it to a Roth account. Looks simple on the surface, but there are a l...
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56:48
#189 - My background and prior experiences and how they shaped my views and approach to retirement planning and starting my own firm and creating this podcast
Andy shares his background and how/why that shaped his views, beliefs and approach to providing tax-efficient retirement planning and related content through the Retirement Planning Education website, podcast, YouTube channel, blog and Facebook...
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1:18:14
#188 - Q&A edition...Social Security spousal benefits, cognitive biases in investing, changing state tax domicile, naming minors as beneficiaries and MORE!
Listener Q&A where Andy talks about: Can a spouse claim spousal benefits while delaying the start of their own benefit ( 10:40 )What's the best way to view your accounts in terms of how much of them are actually yo...
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1:10:33
#187 – "Real" person chat with Kevin Lyles from the Rock Retirement Club, discussing six "Retirement Truths"
Andy chats with a real person (not an advisor) doing their own retirement planning. This episode is a bit different from our normal real people chats though. Andy is joined by Kevin Lyles from the Rock Retirement Club. Kevin is a retired corpor...
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1:21:22
#186 - "Hot topics" edition...Andy and Cody Garrett talk about ACA tax credits, Roth conversions, tax gain harvesting, paying taxes in retirement, using HSAs and MORE!
Andy and Cody Garrett from Measure Twice Financial share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: Affordable Care Act ("ACA") tax ...
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1:29:17
