29 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
    • 4.9 • 229 Ratings

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

    #029 - Dividend Investing and Equity Income Strategies, with Chris D'Agnes (Part 1 of 2)

    #029 - Dividend Investing and Equity Income Strategies, with Chris D'Agnes (Part 1 of 2)

    Part 1 of 2 of the replay of my previously aired Facebook live video with Chris D'Agnes, CFA, Partner and Co-Portfolio Manager at Hamlin Capital Management. Chris talked about the high dividend equity portfolio he manages and why dividends are an important part of investing for retirees
    Full video replay with Chris - hereFacebook group - Taxes in RetirementYouTube channel - Retirement Planning DemystifiedNewsletter - Retirement Planning Insights

    • 56 min
    #028 - What is a LIRP, or Life Insurance Retirement Plan?

    #028 - What is a LIRP, or Life Insurance Retirement Plan?

    Explanation of a LIRP, or Life Insurance Retirement Plan, which is ultimately an Indexed Universal Life insurance policy
    Facebook group - Taxes in RetirementYouTube channel - Retirement Planning DemystifiedNewsletter - Retirement Planning Insights

    • 50 min
    #027 - What is Modified Adjusted Gross Income, or MAGI?

    #027 - What is Modified Adjusted Gross Income, or MAGI?

    Explanation of the five different versions of Modified Adjusted Gross Income, or MAGI, you're likely to come across in retirement planning
    Downloadable MAGI summary handout - hereWhat is MAGI YouTube video - hereUnderstanding Medicare Premium Surcharges YouTube video - hereAffordable Care Act ("ACA") Premium Tax Credits YouTube video - hereWhat is Net Investment Income Tax YouTube video - hereFacebook group - Taxes in RetirementYouTube channel - Retirement Planning DemystifiedNewsletter - Retirement Planning Insights

    • 28 min
    #026 - Highlights of the 2022 Social Security Trustees Report

    #026 - Highlights of the 2022 Social Security Trustees Report

    Summary of the key points in the 2022 Social Security Trustees Report


    2022 Social Security Trustees Report - hereFacebook group - Taxes in RetirementYouTube channel - Retirement Planning DemystifiedNewsletter - Retirement Planning Insights

    • 38 min
    #025 - Introduction to Social Security

    #025 - Introduction to Social Security

    The basics of the Social Security system


    YouTube video - Introduction to Social SecurityYouTube video - Calculating your Social Security Primary Insurance AmountYouTube video - Are Social Security Benefits Taxable?YouTube video - When to claim Social SecurityYouTube video - Social Security myths and Q&AFacebook group - Taxes in RetirementYouTube channel - Retirement Planning DemystifiedNewsletter - Retirement Planning Insights

    • 35 min
    #024 - What should retirees or near-retirees do as a result of the bad markets and high inflation?

    #024 - What should retirees or near-retirees do as a result of the bad markets and high inflation?

    Actions retirees and near-retirees should (and shouldn't) consider doing as a result of bad financial markets and high inflation


    YouTube video - What is the 4% Rule?YouTube video - How much money do I need to retire?Facebook group - Taxes in RetirementYouTube channel - Retirement Planning DemystifiedNewsletter - Retirement Planning Insights

    • 36 min

Customer Reviews

4.9 out of 5
229 Ratings

229 Ratings

BlitzTrop ,

Great podcast!

If you want to understand complex financial and retirement topics, Andy is your guy! Simplifying complex strategies and products on each episode.

akiranyc ,

One of the best, if not best

I’ve listens to many of the retirement planning podcasts but this is probably the best I came across. All the topics are very interesting and explanation are thorough yet easily absorbed. It’s clear Andy is passionate about retirement education and very generous about sharing his knowledge. I also enjoy his YouTube channel. Highly recommended.

planner wife ,

Love this podcast

Great information. Pace is fast so pay attention. Love Andy’s way-above-average mastery of the English language- he can explain complicated things quickly and with impressive clarity and precision. Makes it a pleasure to listen. One smart dude.

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