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 • 142 episodes
Retirement Planning Education, with Andy Panko
Latest Episodes
#139 – Retirement planning chat with a "real" person, John McLaurin
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with John McLaurin. They talk about a wide array of retirement planning topics such as planning for special needs and the "generatio...
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58:14
#138 – Retirement planner chat, with Liz Yoder from Dependent Financial Planning
Andy chats with fellow retirement planner Liz Yoder, CFP®, ChSNC® from Dependent Financial Planning. In this episode they talk about a wide array of retirement planning topics with a particular emphasis on special needs planning and the unique ...
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1:12:46
#137 - 7 scenarios where it might be beneficial to do Roth conversions
Andy discussed seven common scenarios where it might be beneficial to do Roth conversions:You know your income now is much lower than it will be in the futureYou're married (and may eventually be single)You have la...
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53:08
#136 - Guest host edition...Mike Powers walks through his retirement planning checklist
Special guest host, Mike Powers, CPA, PFS, CFP®, from Manuka Financial sits behind the microphone to walk through his 22-point retirement planning checklist, which includes financial, insurance and lifestyle considerations. L...
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32:39
#135 - Q&A edition...understanding financial advisor's titles, repeal of Social Security WEP & GPO, umbrella insurance and MORE!
Listener Q&A where Andy talks about: What it means between an advisor who calls themself a financial planner vs wealth manager vs any other label they choose to use ( 10:24 )My thoughts on the recently repealed Win...
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57:18
