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Hosted by Andy Panko · 🇺🇸 US · EN-US · 220 episodes
Established thought leaders with verified media credentials.
Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
Andy Panko hosts Retirement Planning Education, with Andy Panko, a education show with 220 episodes published.
Listener Q&A where Andy talks about: How to sell and rebalance positions in a brokerage account when they have unrealized gains and you're trying to be tax-efficient about it ( 7:06 ) His thoughts on a few different vari
Andy discusses the ins and outs of Trump accounts: Legislative background How to open them How to fund them Investing inside them How to distribute from them Reporting around them Taxation of them The two potential worth
Andy summarizes the recent 2026 annual Social Security trustees report, including what it would actually mean if the system's trust fund were to deplete, and what changes can be made to ensure that doesn't happen Links i
Listener Q&A where Andy talks about: Should Roth conversion analysis look at marginal or effective tax rates ( 4:21 ) His thoughts on why qualified Roth account distributions might eventually be included in certain measu
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Tom. They talk about a wide array of retirement planning topics such as when he started getting serious
Andy and Tanya Nichols from Retire Agile share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: How we help clients get over the hurdle of act
Andy discusses common tax planning mistakes often made in retirement. Additionally, he shares insight on how to attempt to prevent such mistakes, and/or fix them after they've happened The 8 common mistakes are: Not payi
Listener Q&A where Andy talks about: Are tax return amendments needed if info from a 1099-R was left out but doesn't impact the return's gross or taxable income ( 4:08 ) What are the pros and cons of using average cost b
Andy and Mark Ross from the Rock Retirement Club talk about Mark's journey in retiring to become an "encorepreneur" by starting a coaching business, and spending more time creating art. They also address some of standard
Andy and Adam Grossman from Mayport Wealth Management share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: How to analyze an existing annuit
Andy discusses the various areas of consideration and analysis that go into deciding whether Roth conversions might potentially be of value. Furthermore, he explains why it's impossible to actually quantify how much tax
Listener Q&A where Andy talks about: Claiming your own Social Security benefit at 62 and then later switching to collecting a spousal benefit after your spouse starts their benefit ( 5:45 ) It's said by comedians that th
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Daryl. They talk about a wide array of retirement planning topics such as when he started getting serio
Andy and Brad Flood from Tenon Financial share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: Portfolio withdrawal strategies for addressing
Andy discusses the different options for holding cash and cash equivalents (i.e. things that are principal protected, offer some amount of interest and are highly liquid and readily accessible) The options are: Physical
Guest host Mark Rosinski, CFP®, CPA, RICP®, from Dunes Financial does a "hot topics" episode where he talks about: US Government obligation interest and what to look for on your consolidated 1099 to make sure you properl
Listener Q&A where Andy talks about: Correction to a previous Q&A episode regarding taxation of lump sum Social Security benefits paid in one year for benefits attributable to the prior year ( 9:54 ) His thoughts on arti
Special edition 200th episode where Andy shares some of his observations about the financial services industry from his time working in it: Creating good and consistent content is hard to do and do well ( 9:32 ) A lot of
Andy and Jonathan Vance from Vance Financial Planning share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: Given current world affairs and t
Andy discusses the pros and cons of taking a lump sum vs taking monthly payments for your pension, questions to ask yourself to help figure out if it might be better for you to take one vs the other, and other considerat
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Retirement Planning Education, with Andy Panko is hosted by Andy Panko. The show is categorised under education and has published 220 episodes.
Retirement Planning Education, with Andy Panko has published 220 episodes.
Retirement Planning Education, with Andy Panko regularly covers education. It sits in the education category.
Retirement Planning Education, with Andy Panko is accessible for guests with genuine education expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
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Episodes of Retirement Planning Education, with Andy Panko average 76 minutes, giving guests a long-form format with plenty of time to expand on their expertise.
Our data rates Retirement Planning Education, with Andy Panko's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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