Retirement Planning Education, with Andy Panko
By Andy Panko
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Category: Education
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Subscribers: 31
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Episodes: 134
Description
Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
| Episode | Date |
|---|---|
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#131 - Q&A edition...mutual funds vs ETFs, traditional vs rollover IRAs, how much umbrella insurance to get and MORE!
|
Dec 26, 2024 |
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#130 – Retirement planning chat with a "real" person, Peter Townsend
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Dec 19, 2024 |
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#129 – Retirement planner chat, with Andrew Gray from Gray Wealth Strategies
|
Dec 12, 2024 |
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#128 - How to decide whether to own or rent your home in retirement
|
Dec 05, 2024 |
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#127 - Q&A edition...concentration in the S&P 500, direct indexing, how to transfer accounts from one broker to another and MORE!
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Nov 28, 2024 |
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#126 – Retirement planning chat with a "real" person, Jane
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Nov 21, 2024 |
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#125 – Retirement planner chat, with Jamie Lima from Woodson Wealth Management
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Nov 14, 2024 |
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#124 - The basics of taxes and tax planning in retirement
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Nov 07, 2024 |
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#123 - My thoughts on 12 common financial and retirement planning rules of thumb
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Oct 31, 2024 |
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#122 - Q&A edition...tracking Roth IRA contributions, what to do with leftover RMD money, using total bond market funds and MORE!
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Oct 24, 2024 |
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#121 – Retirement planning chat with a "real" person, Doug Mann
|
Oct 17, 2024 |
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#120 – Retirement planner chat, with Erik Barnes from Retirement Portfolio Partners
|
Oct 10, 2024 |
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#119 - Andy's appearance on Rob Berger's YouTube channel, talking about taxes in retirement
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Oct 03, 2024 |
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#118 - Q&A edition...Itemized sales tax deductions, pension vs lump sum, surviving spouse tax increases and MORE!
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Sep 26, 2024 |
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#117 – Retirement planning chat with a "real" person, Alison
|
Sep 19, 2024 |
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#116 – Retirement planner chat, with Roger Whitney from the Retirement Answer Man podcast
|
Sep 12, 2024 |
|
#115 - How to give to charities tax-efficiently
|
Sep 05, 2024 |
|
#114 – Retirement planner chat, with me...Andy Panko from Tenon Financial
|
Aug 29, 2024 |
|
#113 - Q&A edition...how to find a retirement tax planner, Medicare premium surcharges, bullet maturity bond ETFs and MORE!
|
Aug 22, 2024 |
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#112 – Retirement planning chat with a "real" person, Jane
|
Aug 15, 2024 |
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#111 – Retirement planner chat, with Victor Medina from Palante Wealth
|
Aug 08, 2024 |
|
#110 1/2 - ONE MORE pro of rolling over employer plans (like a 401(k)) to an IRA
|
Aug 05, 2024 |
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#110 - Pros and cons of rolling over employer plans [like a 401(k)] to an IRA
|
Aug 01, 2024 |
|
#109 - Q&A edition...how to know if your 401(k) is good, how much tax to withhold from Social Security, should you invest in International stocks and MORE!
|
Jul 25, 2024 |
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#108 – Retirement planning chat with "real" people, Ali & Alison Walker
|
Jul 18, 2024 |
|
#107 – Retirement planner chat, with Mike Powers from Manuka Financial
|
Jul 11, 2024 |
|
#106 - How to decide the optimal time to start your Social Security benefits
|
Jul 04, 2024 |
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#105 - Q&A edition... having mortgages in retirement, understanding Medicare coinsurance, when to consider long term care insurance and MORE!
|
Jun 27, 2024 |
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#104 – Retirement planning chat with a "real" person, Laura Maione
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Jun 20, 2024 |
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#103 – Retirement planner chat, with Angie Furubotten-LaRosee from Avea Financial Planning
|
Jun 13, 2024 |
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#102 - Highlights of the 2024 Social Security Trustees Report
|
Jun 06, 2024 |
|
#101 - Q&A edition...Choosing a custodian, 401(k) contribution limits, gift tax exclusion limits and MORE!
|
May 30, 2024 |
|
#100 – 100th episode celebration!!! Andy's 100 words of retirement planning wisdom
|
May 23, 2024 |
|
#099 – Retirement planning chat with a "real" person, Al DiSalvio
|
May 16, 2024 |
|
#098 – Retirement planner chat, with Lauren Hunt from Daybreak Wealth Management
|
May 09, 2024 |
|
#097 – Inherited IRA Required Minimum Distribution ("RMD") rules
|
May 02, 2024 |
|
#096 - Q&A edition...US government debt concerns, Health Savings Accounts, how to estimate taxes and MORE!
|
Apr 25, 2024 |
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#095 – Retirement planning chat with a "real" person, Judy Ocaya
|
Apr 18, 2024 |
|
#094 – Retirement planner chat, with David and Mary Oransky from Laminar Wealth
|
Apr 11, 2024 |
|
#093 – Advisory fees...the good, the bad, the ugly
|
Apr 04, 2024 |
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#092 - Q&A edition...determining state tax residency, tax underpayment penalties and MORE!
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Mar 28, 2024 |
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#091 – Retirement planning chat with a "real" person, Tom Santi
|
Mar 21, 2024 |
|
#090 – Retirement planner chat, with Devin Carroll from Carroll Advisory Group
|
Mar 14, 2024 |
|
#089 – Understanding the S&P 500 index and why it's NOT the right benchmark for your portfolio
|
Mar 07, 2024 |
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#088 – Retirement planning considerations for women, with Laura Adams
|
Feb 29, 2024 |
|
#087 - Q&A edition...tax return filing statuses, advisor succession plans and MORE!
|
Feb 22, 2024 |
|
#086 – Retirement planning chat with a "real" person, Bill Stevenson
|
Feb 15, 2024 |
|
#085 – Retirement planner chat, with Brian Tegtmeyer from Truly Prosper Financial Planning
|
Feb 08, 2024 |
|
#084 – Understanding Target Date Retirement Funds
|
Feb 01, 2024 |
|
#083 - Q&A edition...Solo 401(k)s, tax gain harvesting, bonds vs bond funds and MORE!
|
Jan 25, 2024 |
|
#082 – Retirement planning chat with a "real" person, David Folts
|
Jan 18, 2024 |
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#081 – Retirement planner chat, with Larry Pershing from Optimum Retirement Planning
|
Jan 11, 2024 |
|
#080 – How to lower your taxes in 2024
|
Jan 04, 2024 |
|
Retirement Planning Education is coming back!
|
Dec 21, 2023 |
|
Retirement Planning Education is going on hiatus
|
Jun 22, 2023 |
|
#079 – The non-financial or “softer” side of retirement planning, with Kevin Lyles (Part 2 of 2)
|
Jun 15, 2023 |
|
#078 – The non-financial or “softer” side of retirement planning, with Kevin Lyles (Part 1 of 2)
|
Jun 08, 2023 |
|
#077 - Understanding cash value life insurance and how it's sold, with Kevin Lao
|
Jun 01, 2023 |
|
#076 - What exactly is "Financial Planning?"
|
May 25, 2023 |
|
#075 - Qualified Charitable Distributions ("QCDs")
|
May 18, 2023 |
|
#074 - How to break up with your financial advisor
|
May 11, 2023 |
|
#073 - What does it actually mean to be a "fiduciary," and does it matter?
|
May 04, 2023 |
|
#072 - The benefit of "step up in basis"
|
Apr 27, 2023 |
|
#071 - Understanding the $250k or $500k gain exclusion on selling your primary residence
|
Apr 20, 2023 |
|
#070 - Q&A edition...dividend reinvestment, gifting stocks, Social Security survivor benefits and MORE!
|
Apr 13, 2023 |
|
#069 - Highlights of the 2023 Social Security Trustees Report
|
Apr 06, 2023 |
|
#068 - What happens to my investments if my broker goes under?
|
Mar 30, 2023 |
|
#067 - Why are banks failing and should we be concerned about more failures?
|
Mar 23, 2023 |
|
#066 - Common tax forms retirees get at tax return time
|
Mar 16, 2023 |
|
#065 - 7 Social Security myths, with Devin Carroll (Part 2 of 2)
|
Mar 09, 2023 |
|
#064 - 7 Social Security myths, with Devin Carroll (Part 1 of 2)
|
Mar 02, 2023 |
|
#063 - Q&A edition...401(k)s & Highly Compensated Employees, interest rates & Social Security, inherited 401(k) distributions and MORE!
|
Feb 23, 2023 |
|
#062 - Introduction to Investing (Part 6 of 6) - Creating and managing your portfolio
|
Feb 16, 2023 |
|
#061 - Introduction to Investing (Part 5 of 6) - Cash and alternative investments
|
Feb 09, 2023 |
|
#060 - Introduction to Investing (Part 4 of 6) - All about mutual funds and exchange traded funds ("ETFs")
|
Feb 02, 2023 |
|
#059 - Introduction to Investing (Part 3 of 6) - All about bonds
|
Jan 26, 2023 |
|
#058 - Introduction to Investing (Part 2 of 6) - All about stocks
|
Jan 19, 2023 |
|
#057 - Introduction to Investing (Part 1 of 6) - Background considerations and explanation of account types
|
Jan 12, 2023 |
|
#056 - New RMD rules and other retirement planning changes in SECURE 2.0 Act of 2022
|
Jan 05, 2023 |
|
#055 - Financial planning and divorce, with Amy Colton (Part 2 of 2)
|
Dec 29, 2022 |
|
#054 - Financial planning and divorce, with Amy Colton (Part 1 of 2)
|
Dec 22, 2022 |
|
#053 - What is tax planning?
|
Dec 15, 2022 |
|
#052 - Q&A edition...457(b) plans, Roth 401(k) conversions, wash sales, Treasury notes and MORE!
|
Dec 08, 2022 |
|
#051 - Introductory overview of the Federal income tax system
|
Dec 01, 2022 |
|
#050 - What I'm thankful for (from a retirement planning perspective)
|
Nov 24, 2022 |
|
#049 - The basics of estate planning
|
Nov 17, 2022 |
|
#048 - Q&A edition...the Social Security "Earnings Test," 401(k) RMDs, tax gain harvesting and MORE!
|
Nov 10, 2022 |
|
#047 - Everything you wanted to know about Medicare, with Danielle Roberts (Part 2 of 2)
|
Nov 03, 2022 |
|
#046 - Everything you wanted to know about Medicare, with Danielle Roberts (Part 1 of 2)
|
Oct 27, 2022 |
|
#045 - Will the 8.7% 2023 Social Security Cost of Living Adjustment apply to me?
|
Oct 20, 2022 |
|
#044 - Q&A edition...RMDs on inherited IRAs, deducting LTC expenses, planning for unknowns and MORE!
|
Oct 13, 2022 |
|
#043 - Everything you wanted to know about reverse mortgages, with Josh Blum (Part 2 of 2)
|
Oct 06, 2022 |
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#042 - Everything you wanted to know about reverse mortgages, with Josh Blum (Part 1 of 2)
|
Sep 29, 2022 |
|
#041 - The Net Investment Income Tax and how it may impact your retirement planning
|
Sep 22, 2022 |
|
#040 - Q&A edition...delaying Social Security, when to start a pension, RMDs on inherited IRAs, where to save cash and MORE!
|
Sep 15, 2022 |
|
#039 - Health insurance options if you're retired and not yet eligible for Medicare
|
Sep 08, 2022 |
|
#038 - Understanding Affordable Care Act ("ACA") health insurance and premium tax credit subsidies
|
Sep 01, 2022 |
|
#037 - There's a lot value in retirement planning, but it can't actually be measured
|
Aug 25, 2022 |
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#036 - Q&A edition...Roth conversion optimization, tax on crypto, when to start annuity payments and more!
|
Aug 18, 2022 |
|
#035 - Everything you wanted to know about long term care insurance, with Kerry Peabody (Part 2 of 2)
|
Aug 11, 2022 |
|
#034 - Everything you wanted to know about long term care insurance, with Kerry Peabody (Part 1 of 2)
|
Aug 04, 2022 |
|
#033 - Summary of different portfolio withdrawal strategies
|
Jul 28, 2022 |
|
#032 - Q&A edition...spousal Roth IRAs, 401(k) to Roth IRA conversions, self-funding LTC and more!
|
Jul 21, 2022 |
|
#031 - What is a bond ladder?
|
Jul 14, 2022 |
|
#030 - Dividend Investing and Equity Income Strategies, with Chris D'Agnes (Part 2 of 2)
|
Jul 07, 2022 |
|
#029 - Dividend Investing and Equity Income Strategies, with Chris D'Agnes (Part 1 of 2)
|
Jun 30, 2022 |
|
#028 - What is a LIRP, or Life Insurance Retirement Plan?
|
Jun 23, 2022 |
|
#027 - What is Modified Adjusted Gross Income, or MAGI?
|
Jun 16, 2022 |
|
#026 - Highlights of the 2022 Social Security Trustees Report
|
Jun 09, 2022 |
|
#025 - Introduction to Social Security
|
Jun 02, 2022 |
|
#024 - What should retirees or near-retirees do as a result of the bad markets and high inflation?
|
May 26, 2022 |
|
#023 - What is Tax Loss and Tax Gain Harvesting?
|
May 19, 2022 |
|
#022 - All about annuities, Part 3; Variable annuities, Indexed annuities and withdrawal riders
|
May 12, 2022 |
|
#021 - All about annuities, Part 2: Income annuities and payment options
|
May 05, 2022 |
|
#020 - All about annuities, Part 1: Introduction and MYGAs
|
Apr 28, 2022 |
|
#019 - What are I Bonds?
|
Apr 21, 2022 |
|
#018 - What is Monte Carlo simulation?
|
Apr 14, 2022 |
|
#017 - What are the alternatives to bonds and bond funds?
|
Apr 07, 2022 |
|
#016 - What are bonds and bond funds?
|
Mar 31, 2022 |
|
#015 - What do all of the letters mean after financial advisors' names?
|
Mar 24, 2022 |
|
#014 - How to do your own tax return or find a preparer
|
Mar 17, 2022 |
|
#013 - What are all of the forms in a retiree's tax return?
|
Mar 10, 2022 |
|
#012 - What are mutual fund capital gain distributions?
|
Mar 03, 2022 |
|
#011 - How do financial advisors get paid?
|
Feb 24, 2022 |
|
#010 - When do I have to take distributions from inherited retirement accounts?
|
Feb 17, 2022 |
|
#009 - What are Required Minimum Distributions, and when do I have to take them?
|
Feb 10, 2022 |
|
#008 - When can I take money out of my Roth IRA without tax or penalty?
|
Feb 03, 2022 |
|
#007 - What's the difference between tax-deferred, Roth and normal brokerage accounts?
|
Jan 27, 2022 |
|
#006 - What's a "backdoor" Roth?
|
Jan 20, 2022 |
|
#001 - How much money do I need to retire?
|
Jan 14, 2022 |
|
#002 - What's the 4% Rule?
|
Jan 14, 2022 |
|
#003 - Should I take my pension as payments or a lump sum?
|
Jan 14, 2022 |
|
#004 - Should I rollover my employer retirement plan?
|
Jan 14, 2022 |
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#005 - Will I have to pay extra Medicare premiums?
|
Jan 14, 2022 |