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 • 122 episodes
Retirement Planning Education, with Andy Panko
Latest Episodes
#119 - Andy's appearance on Rob Berger's YouTube channel, talking about taxes in retirement
Andy appeared as a guest/co-host on the September 23, 2024 episode of Rob Berger's YouTube live stream video series. In it, they discussed taxes and tax planning in retirement, as well as a host of other questions such as account rebalancing, R...
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1:41:14
#118 - Q&A edition...Itemized sales tax deductions, pension vs lump sum, surviving spouse tax increases and MORE!
Listener Q&A where Andy talks about: Itemizing sales taxes on Schedule A of your tax return, particularly when living in two states during the year ( 6:30 )Considerations when deciding between taking a pension or i...
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49:10
#117 – Retirement planning chat with a "real" person, Alison
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Alison (last name not disclosed). They talk about a wide array of retirement planning topics such as the unique planning consid...
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59:24
#116 – Retirement planner chat, with Roger Whitney from the Retirement Answer Man podcast
Andy chats with fellow retirement planner Roger Whitney, CFP®, CIMA®, CPWA® from The Retirement Answer Man podcast. In this episode they talk about a wide array of retirement planning topics such as tax planning, investing, annuities, how to he...
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1:36:40
