80 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
    • 4.8 • 420 Ratings

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 is going on hiatus

    Retirement Planning Education is going on hiatus

    Retirement Planning Education is going on hiatus. But hopefully I'll be back at making episodes again in the not too distant future!

    -Andy

    Links in this episode:


    The Retirement & IRA Show - https://www.theretirementandirashow.com/

    Facebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

    My company newsletter - https://tenonfinancial.com/newsletter

    • 3 min
    #079 – The non-financial or “softer” side of retirement planning, with Kevin Lyles (Part 2 of 2)

    #079 – The non-financial or “softer” side of retirement planning, with Kevin Lyles (Part 2 of 2)

    Part 2 of 2 of my discussion with retirement coach Kevin Lyles where he shares his knowledge of planning for the “softer” side of retirement readiness through discussions about having meaning, purpose, fulfillment, etc. (original recording was from January 13 2021) 

    Links in this episode:
    The Rock Retirement Club - www.RockRetirementClub.comFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

    • 30 min
    #078 – The non-financial or “softer” side of retirement planning, with Kevin Lyles (Part 1 of 2)

    #078 – The non-financial or “softer” side of retirement planning, with Kevin Lyles (Part 1 of 2)

    Part 1 of 2 of my discussion with retirement coach Kevin Lyles where he shares his knowledge of planning for the “softer” side of retirement through discussions about meaning, purpose, fulfillment, etc. (original recording was from January 13 2021) 

    Links in this episode:
    The Rock Retirement Club - www.RockRetirementClub.comFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

    • 43 min
    #077 - Understanding cash value life insurance and how it's sold, with Kevin Lao

    #077 - Understanding cash value life insurance and how it's sold, with Kevin Lao

    Andy and Kevin Lao from Imagine Financial Security discuss when cash value (aka permanent) life insurance may be appropriate, and what to know about the sales processes around such products

    Links in this episode:
    Kevin's firm, Imagine Financial Security - https://imaginefinancialsecurity.com/Kevin's podcast, the "Planning for Retirement Podcast" -  https://imaginefinancialsecurity.com/planning-for-retirement-podcast/

    • 1 hr 2 min
    #076 - What exactly is "Financial Planning?"

    #076 - What exactly is "Financial Planning?"

    Explanation of what financial planning is (and isn't)

    Links in this episode:
    www.adviceonlynetwork.com www.napfa.orgwww.feeonlynetwork.comwww.garrettplanningnetwork.comwww.xyplanningnetwork.com

    Retirement Planning Education podcast episode #015 - What do all of the letters mean after financial advisors' namesRetirement Planning Education podcast episode #053 - What is tax planning

    Facebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

    • 34 min
    #075 - Qualified Charitable Distributions ("QCDs")

    #075 - Qualified Charitable Distributions ("QCDs")

    Explanation of what Qualified Charitable Distributions ("QCDs") are and why they're the most tax-efficient way to donate cash

    Links in this episode:
    Retirement Planning Education podcast episode #051 - Introductory overview of the federal income tax system Facebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

    • 33 min

Customer Reviews

4.8 out of 5
420 Ratings

420 Ratings

Team Washington ,

Love this show!!!

Just found this show and Love It!
Great straight forward information…. No interviews…no selling….no extras…no commercials!
Very clearly taught. This guy is a teacher at heart. Thank you so much!

RA-NH ,

We want more content from Andy

Love listening to your content as it is fun and informative. I know producing a podcast requires time and effort so wanted to appreciate your work. Eagerly waiting for your break to end.

MaryLou Caskey ,

Rich

This podcast is filled with such rich and helpful topics. Thank you Andy for doing this great work.

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