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Retirement Planning Education, with Andy Panko

Retirement Planning Education, with Andy Panko

Andy Panko

Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
#16 in the Top 100 investing Weekly chart

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Top 10 Retirement Planning Education, with Andy Panko Episodes

Goodpods has curated a list of the 10 best Retirement Planning Education, with Andy Panko episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Retirement Planning Education, with Andy Panko for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Retirement Planning Education, with Andy Panko episode by adding your comments to the episode page.

Retirement Planning Education, with Andy Panko - #080 – How to lower your taxes in 2024

#080 – How to lower your taxes in 2024

Retirement Planning Education, with Andy Panko

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01/04/24 • 35 min

Summary of the December 29, 2023 The Wall Street Journal article, To Lower Your Taxes in 2024, Make These Moves Now. The article gives a handful of tips on how to reduce your taxes (not actually just in 2024; the tips in the article can apply to ANY year)
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Retirement Planning Education, with Andy Panko - Retirement Planning Education is coming back!

Retirement Planning Education is coming back!

Retirement Planning Education, with Andy Panko

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12/21/23 • 11 min

You read that right...the Retirement Planning Education podcast is BACK! :-)

New weekly episodes will begin Thursday, January 4th 2024. Be there or be square.
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Retirement Planning Education, with Andy Panko - #081 – Retirement planner chat, with Larry Pershing from Optimum Retirement Planning

#081 – Retirement planner chat, with Larry Pershing from Optimum Retirement Planning

Retirement Planning Education, with Andy Panko

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01/11/24 • 94 min

Andy chats with fellow retirement planner Larry Pershing, CFP®, RMA® from Optimum Retirement 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 know when someone has "enough" to retire, what consumers often overlook in retirement planning and much more!
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Retirement Planning Education, with Andy Panko - #114 – Retirement planner chat, with me...Andy Panko from Tenon Financial

#114 – Retirement planner chat, with me...Andy Panko from Tenon Financial

Retirement Planning Education, with Andy Panko

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08/29/24 • 114 min

We're switching things up a bit! In this week's episode, guest host Mike Powers (from Manuka Financial; was a previous guest on the podcast) chats with the show's host, Andy Panko from Tenon Financial.
In the episode, they talk about a wide array of retirement planning topics and Andy's view and approach toward them, 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!
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To send Andy questions to be addressed on future Q&A episodes, email [email protected]

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Retirement Planning Education, with Andy Panko - #125 – Retirement planner chat, with Jamie Lima from Woodson Wealth Management

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

Retirement Planning Education, with Andy Panko

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11/14/24 • 93 min

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 in the retirement and financial planning processes.
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To send Andy questions to be addressed on future Q&A episodes, email [email protected]

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

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

Retirement Planning Education, with Andy Panko

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10/24/24 • 39 min

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 total bond market funds as its fixed income allocation ( 28:10 )
  • Rolling over up to $35k of unused 529 funds into a Roth IRA ( 34:28 )

To send Andy questions to be addressed on future Q&A episodes, email [email protected]

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Retirement Planning Education, with Andy Panko - #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!

Retirement Planning Education, with Andy Panko

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05/30/24 • 34 min

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 much of the gain on the sale of your primary residence can be excluded ( 28:43 )

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Retirement Planning Education, with Andy Panko - #119 - Andy's appearance on Rob Berger's YouTube channel, talking about taxes in retirement

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

Retirement Planning Education, with Andy Panko

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10/03/24 • 101 min

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 content about retirement planning and investing. You can find a link to the channel and this specific episode below.

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To send Andy questions to be addressed on future Q&A episodes, email [email protected]

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Retirement Planning Education, with Andy Panko - #100 – 100th episode celebration!!! Andy's 100 words of retirement planning wisdom

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

Retirement Planning Education, with Andy Panko

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05/23/24 • 90 min

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 Planning
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Retirement Planning Education, with Andy Panko - #082 – Retirement planning chat with a "real" person, David Folts

#082 – Retirement planning chat with a "real" person, David Folts

Retirement Planning Education, with Andy Panko

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01/18/24 • 86 min

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with David Folts, a married retiree in Ohio. They talk about a wide array of retirement planning topics such as when David started getting serious about retirement planning, what he wishes he would have known earlier, how he planned for the non-financial aspects of retirement, and a variety of financial topics such as Social Security, investing, portfolio distributions, long-term care and more!
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FAQ

How many episodes does Retirement Planning Education, with Andy Panko have?

Retirement Planning Education, with Andy Panko currently has 129 episodes available.

What topics does Retirement Planning Education, with Andy Panko cover?

The podcast is about Financial Planning, Investing, Podcasts and Education.

What is the most popular episode on Retirement Planning Education, with Andy Panko?

The episode title 'Retirement Planning Education is coming back!' is the most popular.

What is the average episode length on Retirement Planning Education, with Andy Panko?

The average episode length on Retirement Planning Education, with Andy Panko is 49 minutes.

How often are episodes of Retirement Planning Education, with Andy Panko released?

Episodes of Retirement Planning Education, with Andy Panko are typically released every 7 days.

When was the first episode of Retirement Planning Education, with Andy Panko?

The first episode of Retirement Planning Education, with Andy Panko was released on Jan 14, 2022.

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