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 • 150 episodes
Retirement Planning Education, with Andy Panko
Latest Episodes
#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
#145 - Understanding mutual fund capital gain distributions
Andy discusses the ins and outs of mutual fund capital gain distributions, particularly in normal taxable brokerage accounts.Links in this episode:Tenon Financial monthly e-newsletter -
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43:48
#144 - Q&A edition...Rule of thumb for retirement income needs, qualified vs ordinary dividends, Social Security taxation and MORE!
Listener Q&A where Andy talks about: Whether the rule of thumb saying in retirement you'll need about 80% of what you were making in wages is on a gross or net of taxes basis ( 6:49 )Understanding why some dividend...
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41:18
#143 – Retirement planning chat with a "real" person, Jim Jones
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jim Jones. They talk about a wide array of retirement planning topics such as transitioning from owning a dental practice into ...
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59:34
