80 episodes
Retirement Planning Education, with Andy Panko Andy Panko
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- Education
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4.8 • 420 Ratings
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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!
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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 -
#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 -
#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 -
#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/ -
#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 -
#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
Customer Reviews
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!
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.
Rich
This podcast is filled with such rich and helpful topics. Thank you Andy for doing this great work.
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