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!
#109 - Q&A edition...how to know if your 401(k) is good, how much tax to withhold from Social Security, should you invest in International stocks and MORE!July 25, 2024
#108 – Retirement planning chat with "real" people, Ali & Alison WalkerJuly 18, 2024
#107 – Retirement planner chat, with Mike Powers from Manuka FinancialJuly 11, 2024
#106 - How to decide the optimal time to start your Social Security benefitsJuly 04, 2024
#105 - Q&A edition... having mortgages in retirement, understanding Medicare coinsurance, when to consider long term care insurance and MORE!June 27, 2024
#104 – Retirement planning chat with a "real" person, Laura MaioneJune 20, 2024
#103 – Retirement planner chat, with Angie Furubotten-LaRosee from Avea Financial PlanningJune 13, 2024
#102 - Highlights of the 2024 Social Security Trustees ReportJune 06, 2024
#101 - Q&A edition...Choosing a custodian, 401(k) contribution limits, gift tax exclusion limits and MORE!May 30, 2024
#100 – 100th episode celebration!!! Andy's 100 words of retirement planning wisdomMay 23, 2024
#099 – Retirement planning chat with a "real" person, Al DiSalvioMay 16, 2024
#098 – Retirement planner chat, with Lauren Hunt from Daybreak Wealth ManagementMay 09, 2024
#097 – Inherited IRA Required Minimum Distribution ("RMD") rulesMay 02, 2024
#096 - Q&A edition...US government debt concerns, Health Savings Accounts, how to estimate taxes and MORE!April 25, 2024
#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