
Retirement Planning Education, with Andy Panko
Andy Panko

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#080 – How to lower your taxes in 2024
Retirement Planning Education, with Andy Panko
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)
Links in this episode:
- Tenon Financial monthly e-newsletter - Retirement Planning Insights
- 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
- Retirement Planning Education podcast Episode 27 about MAGI & AGI
- Retirement Planning Education podcast Episode 71 about the capital gain exclusion on selling your primary residence
- Retirement Planning Education podcast Episode 75 about Qualified Charitable Distributions ("QCDs")
- Retirement Planning Education YouTube video about Estimated Taxes, Tax Withholdings and Underpayment Penalties

2 Listeners

Retirement Planning Education is coming back!
Retirement Planning Education, with Andy Panko
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.
Links in this episode:
- 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
- Retirement Planning Insights newsletter - www.TenonFinancial.com/newsletter

2 Listeners

#085 – Retirement planner chat, with Brian Tegtmeyer from Truly Prosper Financial Planning
Retirement Planning Education, with Andy Panko
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!
Links in this episode:
- Brian's company's website - Truly Prosper Financial Planning
- The Michael Kitces website/blog - here
- Ed Slott website/blog - here
- Natalie Choate's book - Life and Death Planning for Retirement Benefits
- Money Quotient life planning tools - here
- George Kinder financial life planning resources - here
- Mitch Anthony financial life planning resources - here
- Reid Stone's non-financial and life planning solutions - here
- Fritz Gilbert's blog - The Retirement Manifesto
- Roger Whitney's podcast - The Retirement Answer Man
- Mitch Anthony's book - The New Retirementality
- Tenon Financial monthly e-newsletter - Retirement Planning Insights
- 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

1 Listener

#082 – Retirement planning chat with a "real" person, David Folts
Retirement Planning Education, with Andy Panko
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!
Links in this episode:
- David's favorite books:
- A Whack on the Side of the Head, by Roger Von Oech
- A Kick in the Seat of the Pants, by Roger Von Oech
- The Debt Squeeze, by Ron Blue
- David's favorite YouTube channels:
- Retirement Planning Education, by Andy Panko
- Measure Twice Planners, by Cody Garrett
- Approach Financial, by Justin Pritchard
- Tenon Financial monthly e-newsletter - Retirement Planning Insights
- 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

1 Listener

#084 – Understanding Target Date Retirement Funds
Retirement Planning Education, with Andy Panko
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.
Links in this episode:
- Episode #060 of the Retirement Planning Education podcast about mutual funds
- Tenon Financial monthly e-newsletter - Retirement Planning Insights
- 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

1 Listener

#100 – 100th episode celebration!!! Andy's 100 words of retirement planning wisdom
Retirement Planning Education, with Andy Panko
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
Links in this episode:
- Genworth Cost of Care Survey - here
- FINRA's BrokerCheck - here
- Tenon Financial monthly e-newsletter - Retirement Planning Insights
- 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

1 Listener

#101 - Q&A edition...Choosing a custodian, 401(k) contribution limits, gift tax exclusion limits and MORE!
Retirement Planning Education, with Andy Panko
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 )
Links in this episode:
- My YouTube video - Understanding Roth IRA Withdrawal Rules
- My Podcast episode - Understanding the $250k or $500k gain exclusion on selling your primary residence
- My company newsletter - Retirement Planning Insights
- 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

1 Listener

#083 - Q&A edition...Solo 401(k)s, tax gain harvesting, bonds vs bond funds and MORE!
Retirement Planning Education, with Andy Panko
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
Links in this episode:
- My company newsletter - Retirement Planning Insights
- 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

1 Listener

#081 – Retirement planner chat, with Larry Pershing from Optimum Retirement Planning
Retirement Planning Education, with Andy Panko
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!
Links in this episode:
- Larry's company's website - Optimum Retirement Planning
- Larry's Facebook group - Roth Conversions and Retirement
- Larry's YouTube channel - 2 Minute Retirement Planning
- The Early Retirement Now website/blog - here
- The Michael Kitces website/blog - here
- Tenon Financial monthly e-newsletter - Retirement Planning Insights
- 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

1 Listener

#086 – Retirement planning chat with a "real" person, Bill Stevenson
Retirement Planning Education, with Andy Panko
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!
Links in this episode:
- Bill's favorite retirement planning resources:
- Jane Bryant Quinn books and other resources - here
- Wade Pfau's book, Retirement Planning Guidebook
- The podcast, The Retirement & IRA Show
- Tenon Financial monthly e-newsletter - Retirement Planning Insights
- 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

1 Listener
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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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