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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!
#43 in the Top 100 education 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 - #085 – Retirement planner chat, with Brian Tegtmeyer from Truly Prosper Financial Planning

#085 – Retirement planner chat, with Brian Tegtmeyer from Truly Prosper Financial Planning

Retirement Planning Education, with Andy Panko

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02/08/24 • 59 min

Andy chats with fellow retirement planner Brian Tegtmeyer, CFP®, from Truly Prosper Financial 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 - #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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Retirement Planning Education, with Andy Panko - #084 – Understanding Target Date Retirement Funds

#084 – Understanding Target Date Retirement Funds

Retirement Planning Education, with Andy Panko

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02/01/24 • 53 min

Explanation of target date retirement funds and how they work, what their fees are, when they can make sense, pros and cons, etc.
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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 - #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 - #083 - Q&A edition...Solo 401(k)s, tax gain harvesting, bonds vs bond funds and MORE!

#083 - Q&A edition...Solo 401(k)s, tax gain harvesting, bonds vs bond funds and MORE!

Retirement Planning Education, with Andy Panko

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01/25/24 • 45 min

Listener Q&A where Andy talks about:

  • For those who have solo 401(k) plans, when having to file Form 5500EZ is required
  • What's tax gain harvesting and when it's beneficial
  • How to select between online banks that offer high yield savings accounts
  • Bonds vs bonds funds and what should be considered when figuring out how to invest the bond portion of your portfolio

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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 - #086 – Retirement planning chat with a "real" person, Bill Stevenson

#086 – Retirement planning chat with a "real" person, Bill Stevenson

Retirement Planning Education, with Andy Panko

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02/15/24 • 61 min

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Bill Stevenson, a married military retiree currently living in Hawaii. They talk about a wide array of retirement planning topics such as when Bill 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, how the GI Bill helped pay for Bill's daughters' colleges 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 145 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 51 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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