106 episodes

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 Andy Panko

    • Education

Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!

    #104 – Retirement planning chat with a "real" person, Laura Maione

    #104 – Retirement planning chat with a "real" person, Laura Maione

    Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Laura Maione, who lives in Illinois and retired during the pandemic. They talk about a wide array of retirement planning topics such as when Laura started getting serious about retirement planning, what she wishes he would have known earlier, how she planned for the non-financial aspects of retirement, and a variety of financial topics such as Social Security, investing, portfo...

    • 1 hr 11 min
    #103 – Retirement planner chat, with Angie Furubotten-LaRosee from Avea Financial Planning

    #103 – Retirement planner chat, with Angie Furubotten-LaRosee from Avea Financial Planning

    Andy chats with fellow retirement planner Angie Furubotten-LaRosee CFP®, from Avea Financial Planning. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to help advise people who are spending more than planned, what consumers often overlook in retirement planning and much more!Links in this episode:Angie's company's website - Avea Wealth ManagementAngie's "Questions to a...

    • 1 hr 33 min
    #102 - Highlights of the 2024 Social Security Trustees Report

    #102 - Highlights of the 2024 Social Security Trustees Report

    Andy gives a summary of the key takeaways from the recently released 2024 Social Security Trustees ReportLinks in this episode:The 2024 Social Security Trustees Report - hereThe "Summary of Provisions That Would Change the Social Security Program" - hereTenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retiremen...

    • 40 min
    #101 - Q&A edition...Choosing a custodian, 401(k) contribution limits, gift tax exclusion limits and MORE!

    #101 - Q&A edition...Choosing a custodian, 401(k) contribution limits, gift tax exclusion limits and MORE!

    Listener Q&A where Andy talks about: How to choose a brokerage firm/custodian to use ( 3:00 )How frequently to rebalance your portfolio ( 11:46 )Annual 401(k) contribution limits between employee and employer contributions ( 14:55 )Understanding gift taxes, when a gift tax return is required, the lifetime gift/estate size exemption and the annual gift exclusion ( 19:08 )The two different 5-year rules for Roth IRAs ( 24:03 )How mortgages or home equity lines of credit play into how mu...

    • 34 min
    #100 – 100th episode celebration!!! Andy's 100 words of retirement planning wisdom

    #100 – 100th episode celebration!!! Andy's 100 words of retirement planning wisdom

    Thank you for your support through 100 episodes!!! 🥳 To celebrate the milestone of the 100th episode, Andy shares his 100 best bits of retirement planning wisdom, broken up into 10 topics of 10 pieces of wisdom each. The 10 topics are:1) Investments, 2) Social Security, 3) Medicare, 4) Taxes, 5) Estate & Legacy Planning, 6) Annuities & Life Insurance, 7) Pensions, 8) Long Term Care, 9) the Financial Advisory Industry and 10) Non-Financial & Life PlanningLinks in this episode:Genwo...

    • 1 hr 30 min
    #099 – Retirement planning chat with a "real" person, Al DiSalvio

    #099 – Retirement planning chat with a "real" person, Al DiSalvio

    Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Al DiSalvio, who lives in New Jersey and plans on retiring in 2025. They talk about a wide array of retirement planning topics such as when Al started getting serious about retirement planning, what he wishes he would have known earlier and a variety of financial topics such as Social Security, investing, Roth conversions, how he recently took a work assignment abroad and more!...

    • 1 hr 2 min

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