Retirement Planning Education, with Andy Panko

Andy Panko
  • 4.9 (630)
  • EDUCATION
  • UPDATED WEEKLY
Retirement Planning Education, with 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!

  1. 5 DAYS AGO

    #133 – Retirement planner chat, with Eric Niergarth from Retirement Roadmap Financial Planning

    Andy chats with fellow retirement planner Eric Niergarth, CFP®, RICP® from Retirement Roadmap 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 people have enough to retire, what consumers often overlook in retirement planning and much more!Links in this episode:Eric's advisory company website - Retirement Roadmap Financial PlanningTo sen...

    1h 9m

  2. JAN 2

    #132 - Why the value in financial advisory services can't actually be measured

    Andy explains how there is definitely value in good financial advisory services, but how it's impossible to quantify that value and is often disingenuous for advisors to claim they can, or for studies to try to put a number on itLinks in this episode:Vanguard's research paper - Putting a value on your value: Quantifying Vanguard Advisor's AlphaMy article - How Much are Your Services Worth?My article - Advisors Fees are BrokenTenon Financial monthly e-newsletter - Retirement Planning InsightsF...

    57 min

  3. 12/26/2024

    #131 - Q&A edition...mutual funds vs ETFs, traditional vs rollover IRAs, how much umbrella insurance to get and MORE!

    Listener Q&A where Andy talks about: What's the difference between index mutual funds and index ETFs, and why choose one over the other ( 6:32 )Is a three-fund index fund portfolio reasonable for someone in the decumulation phase of life ( 17:04 )What's the difference between a "rollover" and "traditional" IRA ( 20:54 )How much of your net worth should you cover with umbrella insurance ( 24:32 )What should someone do about a pre-tax employer plan they don't really need if they're onl...

    57 min

  4. 12/19/2024

    #130 – Retirement planning chat with a "real" person, Peter Townsend

    Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Peter Townsend. They talk about a wide array of retirement planning topics such as becoming self-educated in the details of retirement planning AFTER already retiring, Social Security, funding potential long term care needs and more! Links in this episode:Tenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education...

    1h 56m

  5. 12/12/2024

    #129 – Retirement planner chat, with Andrew Gray from Gray Wealth Strategies

    Andy chats with fellow retirement planner Andrew Gray, CFP® from Gray Wealth Strategies. 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!Links in this episode:Andrew's advisory company website - Gray Wealth StrategiesTo send Andy questions to be addressed on fu...

    1h 35m

  6. 12/05/2024

    #128 - How to decide whether to own or rent your home in retirement

    Andy discusses the things to take into consideration when trying to decide whether to own or rent a home in retirementTenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.comTo send Andy questions to be addressed on future Q&A episodes, ema...

    43 min

  7. 11/28/2024

    #127 - Q&A edition...concentration in the S&P 500, direct indexing, how to transfer accounts from one broker to another and MORE!

    Listener Q&A where Andy talks about: What to do about the concentration of the top few names in the S&P 500 ( 5:10 )What is direct indexing, when could it make sense and how to manage wash sales when direct indexing ( 13:21 )Whether you need to have taxes withheld from annuities or any other sources of income ( 30:39 )When it might make sense to buy an annuity for only a few years, such as five or 10 years ( 34:34 )If your only income is Social Security and IRA withdrawals, what ...

    54 min

  8. 11/21/2024

    #126 – Retirement planning chat with a "real" person, Jane

    Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jane (anonymous name). They talk about a wide array of retirement planning topics such as dealing with the unexpected death of a spouse, self-educating on retirement and tax planning, doing a really large Roth conversion, Social Security survivor benefits, healthcare options in retirement and more!Links in this episode:The book Die With Zero - hereThe book The Psychology of Mon...

    1h 12m
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4.9
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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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