Retirement Planning Education, with Andy Panko

Andy Panko

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

13시간 전

#126 – Retirement planning chat with a "real" person, Jane

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jane (anonymous name). They talk about a wide array of retirement planning topics such as dealing with the unexpected death of a spouse, self-educating on retirement and tax planning, doing a really large Roth conversion, Social Security survivor benefits, healthcare options in retirement and more!Links in this episode:The book Die With Zero - hereThe book The Psychology of Mon...

1시간 12분
11월 14일

#125 – Retirement planner chat, with Jamie Lima from Woodson Wealth Management

Andy chats with fellow retirement planner Jamie Lima, CFP®, CDFA from Woodson Wealth Management and Allegiant Divorce Solutions. 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 know when people have enough to retire, what consumers often overlook in retirement planning and much more! Also, Jamie interjects his experience and knowledge around divorce-related matters ...

1시간 33분
11월 7일

#124 - The basics of taxes and tax planning in retirement

Andy talks about the basics of what to know regarding taxes and tax planning in retirement. Topics discussed include: What sources of income are taxable vs non-taxableRequired Minimum Distributions ("RMDs") from both your own accounts and inherited accountsHow to pay taxes in retirement: withholdings vs making estimated paymentsGifting tax-efficientlyMaking charitable donations tax-efficientlyOverview of common long-term tax planning strategies:Delaying Social Security and distributing f...

1시간
10월 31일

#123 - My thoughts on 12 common financial and retirement planning rules of thumb

Special edition episode in which Andy shares his views on whether the below 12 rules of thumb are accurate or not: You should always contribute at least enough to your employer plan (like a 401(k)) to get the full employer matchYou shouldn't help your kids pay for college if it means shorting your own financial security in retirementYou need at least $X million (where $X can be whatever amount someone wants to say) of savings to retireIn retirement, expect to need 80% of whatever your pr...

51분
10월 24일

#122 - Q&A edition...tracking Roth IRA contributions, what to do with leftover RMD money, using total bond market funds and MORE!

Listener Q&A where Andy talks about: How to keep track of Roth IRA contributions ( 6:45 )Considering getting employer-sponsored health insurance to supplement Medicare ( 12:15 )What to do with money from an RMD that you don't actually need ( 16:48 )Understanding the capital gain exclusion on selling your primary residence ( 19:58 )How to determine how much you can rent out a rental property for, and how to screen for tenants ( 23:42 )How to distribute from a portfolio that includes t...

40분
10월 17일

#121 – Retirement planning chat with a "real" person, Doug Mann

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Doug Mann. They talk about a wide array of retirement planning topics such as retiring and living abroad in Thailand and the unique planning considerations involved with being abroad full-timeLinks in this episode:Doug's travel/photography website - www.photomann.comThe Rock Retirement Club - hereRetirePlan website - hereDoug's episode on Roger Whitney's Retirement Answer Man p...

1시간 27분
10월 10일

#120 – Retirement planner chat, with Erik Barnes from Retirement Portfolio Partners

Andy chats with fellow retirement planner Erik Barnes, CFP® from Retirement Portfolio Partners. 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 know when people have enough to retire, what consumers often overlook in retirement planning and much more!Links in this episode:Erik's company website - Retirement Portfolio PartnersThe Rock Retirement Club - hereTo send An...

1시간 52분
10월 3일

#119 - Andy's appearance on Rob Berger's YouTube channel, talking about taxes in retirement

Andy appeared as a guest/co-host on the September 23, 2024 episode of Rob Berger's YouTube live stream video series. In it, they discussed taxes and tax planning in retirement, as well as a host of other questions such as account rebalancing, Roth conversion analysis, and more! There was also plenty of live Q&A from Rob's loyal followers/watchers.For those who don't already know, Rob Berger has one of the best YouTube channels out there for straight-shooting, educational and informative c...

1시간 41분

모두 보기(129개)

4.9

최고 5점

591개의 평가

Very Informative

11월 7일

Johnny Two Shoes!

Great content without the sales pitches. Thanks
Great Content

11월 13일

Colorado740

Andy has a gift of explaining complex things in layman terms. I really feel educated after hearing his podcasts. Also - I love the “real world” retiree interviews. Great show Andy. Keep up the good work!
Thanks for saving me money!

11월 1일

bballroxmysox

I listen to Andy on his Podcast, as a member of the RRC as well as his newsletters. I have learned so much from him. No doubt that his education has helped to save me money. Thanks for being a great source for straightforward info, and the Dad jokes! : ).
Professional, informative, and reliable.

10월 10일

shutparisup!!

Andy is such a systematic thinker. He typically either reviews a topic, or has a guest financial advisor. Guest advisors get the same questions each time, which allows listeners to discern various valid approaches to retirement planning. I’m especially impressed at the effort Andy puts into this show and his educational web site. The commitment is even more impressive given that Andy’s firm is not accepting new clients.

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

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Andy Panko
방송 연도

2022년 - 2024년
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Retirement Planning Education, with Andy Panko

#126 – Retirement planning chat with a "real" person, Jane

#125 – Retirement planner chat, with Jamie Lima from Woodson Wealth Management

#124 - The basics of taxes and tax planning in retirement

#123 - My thoughts on 12 common financial and retirement planning rules of thumb

#122 - Q&A edition...tracking Roth IRA contributions, what to do with leftover RMD money, using total bond market funds and MORE!

#121 – Retirement planning chat with a "real" person, Doug Mann

#120 – Retirement planner chat, with Erik Barnes from Retirement Portfolio Partners

#119 - Andy's appearance on Rob Berger's YouTube channel, talking about taxes in retirement

Very Informative

Great Content

Thanks for saving me money!

Professional, informative, and reliable.

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좋아할 만한 다른 항목

Retirement Planning Education, with Andy Panko

에피소드

#126 – Retirement planning chat with a "real" person, Jane

#125 – Retirement planner chat, with Jamie Lima from Woodson Wealth Management

#124 - The basics of taxes and tax planning in retirement

#123 - My thoughts on 12 common financial and retirement planning rules of thumb

#122 - Q&A edition...tracking Roth IRA contributions, what to do with leftover RMD money, using total bond market funds and MORE!

#121 – Retirement planning chat with a "real" person, Doug Mann

#120 – Retirement planner chat, with Erik Barnes from Retirement Portfolio Partners

#119 - Andy's appearance on Rob Berger's YouTube channel, talking about taxes in retirement

평가 및 리뷰

Very Informative

Great Content

Thanks for saving me money!

Professional, informative, and reliable.

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