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 • 153 episodes
Retirement Planning Education, with Andy Panko
Latest Episodes
#150 - "Hot topics" edition...Andy and Brian Tegtmeyer talk about retiring in a down market, concerns about Social Security, making estimated tax payments and MORE!
Andy and Brian Tegtmeyer share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: Should someone delay their planned retirement if the markets are bad ...
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1:03:12
#149 - Tips and best practices to protect your ID and financial information
Andy provides some tips and best practices to help keep your ID and financial information secure. Specifically:Check your credit report regularlyFreeze your creditGet a tax return filing PIN from the IRSUs...
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57:23
#148 - Q&A edition...buffer ETFs, direct indexing, bucketing strategies, kiddie tax and MORE!
Listener Q&A where Andy talks about: Buffer ETFs and whether they can be used as replacements for CDs in building a ladder for upcoming years' expenses ( 4:29 )His thoughts on direct indexing and whether it's worth...
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1:03:04
#147 – Chat with four "real" people, sharing what they wish they would have known or done differently during their divorces
In this special edition "real" person chat, Andy talks with four different people who went through "gray" divorce (i.e. divorcing later in life; typically over the age of 50), to learn what they wish they would have known or done differently as...
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1:27:54
#146 – Retirement planner chat, with Mark Rosinski from Dunes Financial
Andy chats with fellow retirement planner Mark Rosinski, CFP®, CPA from Dunes Financial. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term c...
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57:50
