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!
#095 – Retirement planning chat with a "real" person, Judy OcayaApril 18, 2024
#094 – Retirement planner chat, with David and Mary Oransky from Laminar WealthApril 11, 2024
#093 – Advisory fees...the good, the bad, the uglyApril 04, 2024
#092 - Q&A edition...determining state tax residency, tax underpayment penalties and MORE!March 28, 2024
#091 – Retirement planning chat with a "real" person, Tom SantiMarch 21, 2024
#090 – Retirement planner chat, with Devin Carroll from Carroll Advisory GroupMarch 14, 2024
#089 – Understanding the S&P 500 index and why it's NOT the right benchmark for your portfolioMarch 07, 2024
#088 – Retirement planning considerations for women, with Laura AdamsFebruary 29, 2024
#087 - Q&A edition...tax return filing statuses, advisor succession plans and MORE!February 22, 2024
#086 – Retirement planning chat with a "real" person, Bill StevensonFebruary 15, 2024
#085 – Retirement planner chat, with Brian Tegtmeyer from Truly Prosper Financial PlanningFebruary 08, 2024
#084 – Understanding Target Date Retirement FundsFebruary 01, 2024
#083 - Q&A edition...Solo 401(k)s, tax gain harvesting, bonds vs bond funds and MORE!January 25, 2024
#082 – Retirement planning chat with a "real" person, David FoltsJanuary 18, 2024
#081 – Retirement planner chat, with Larry Pershing from Optimum Retirement PlanningJanuary 11, 2024
#080 – How to lower your taxes in 2024January 04, 2024
Retirement Planning Education is coming back!December 21, 2023
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