
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!
Retirement Planning Education, with Andy Panko
#142 - "Hot topics" edition...Andy and Mike Powers talk about tariffs, TIPs, international stocks, data/cyber security and MORE!
Andy and Mike Powers share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about:
- Tariffs: what they are, who pays them, do they cause inflation, etc. ( 9:42 )
- Pros and cons of Treasury Inflation Protected Securities, or TIPS ( 21:32 )
- Whether or not to hold international stocks ( 37:07 )
- Considerations about whether to de-risk your portfolio and hold more cash a as result of expecting market uncertainty going forward ( 48:21 )
- Options for where to hold cash ( 54:33 )
- Observations and things to consider regarding doing your tax return ( 1:03:20 )
- Data and cyber security considerations ( 1:13:54 )
Links in this episode:
- Mike's article about TIPS - here
- Mike's article on how to freeze your credit - here
- Mike's article on properly reporting US government obligation interest on your tax return - here
- Vanguard's forward-looking forecasts - here
- California's one-time tax return penalty abatement - here
To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com
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