Retirement Planning Education, with Andy Panko

By: Andy Panko
Listen for free

  • Summary

  • Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
    © 2024 Retirement Planning Education, with Andy Panko
    Show more Show less
Show more Show less
activate_Holiday_promo_in_buybox_DT_T2
Episodes
  • #131 - Q&A edition...mutual funds vs ETFs, traditional vs rollover IRAs, how much umbrella insurance to get and MORE!

    #131 - Q&A edition...mutual funds vs ETFs, traditional vs rollover IRAs, how much umbrella insurance to get and MORE!
    Dec 26 2024

    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 only in their 60s and still a few years away from Required Minimum Distributions ( 33:17 )
    • What to consider when deciding whether to roll an old employer 403(b) into a new employer's 403(b) or to an IRA ( 36:30 )
    • What tax prep courses are there for individuals to learn about doing their own taxes ( 39:13 )
    • Discussion of "bullet" maturity bond funds/ETFs ( 42:30 )


    To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com


    • 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
    Show more Show less
    57 mins
  • #130 – Retirement planning chat with a "real" person, Peter Townsend

    #130 – Retirement planning chat with a "real" person, Peter Townsend
    Dec 19 2024

    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 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


    To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com
    Show more Show less
    1 hr and 56 mins
  • #129 – Retirement planner chat, with Andrew Gray from Gray Wealth Strategies

    #129 – Retirement planner chat, with Andrew Gray from Gray Wealth Strategies
    Dec 12 2024

    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 Strategies


    To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com

    • 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
    Show more Show less
    1 hr and 35 mins

What listeners say about Retirement Planning Education, with Andy Panko

Average customer ratings
Overall
  • 5 out of 5 stars
  • 5 Stars
    4
  • 4 Stars
    0
  • 3 Stars
    0
  • 2 Stars
    0
  • 1 Stars
    0
Performance
  • 5 out of 5 stars
  • 5 Stars
    3
  • 4 Stars
    1
  • 3 Stars
    0
  • 2 Stars
    0
  • 1 Stars
    0
Story
  • 5 out of 5 stars
  • 5 Stars
    4
  • 4 Stars
    0
  • 3 Stars
    0
  • 2 Stars
    0
  • 1 Stars
    0

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews
Sort by:
Filter by:
  • Overall
    5 out of 5 stars
  • Performance
    5 out of 5 stars
  • Story
    5 out of 5 stars
Profile Image for Grateful customer

Great listen

Overall it’s very informative and pretty interesting. Appreciate the variety of information and real life examples

Report this

Something went wrong. Please try again in a few minutes.

You voted on this review!

You reported this review!

  • Overall
    5 out of 5 stars
  • Performance
    4 out of 5 stars
  • Story
    5 out of 5 stars
Profile Image for steve

great topics

The podcast was very informative on important topics to me. latest rules changes on critical subjects. Keep up the good work!

Report this

Something went wrong. Please try again in a few minutes.

You voted on this review!

You reported this review!