Hosted by Andy Panko · 🇺🇸 US · EN-US · 213 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 213 episodes published.
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
Listener Q&A where Andy talks about: How often to check your accounts for rebalancing, and how often to check on your bigger picture finances and plan ( 2:32 ) What to do with old positions you no longer want in a broker
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jim Kellerman. They talk about a wide array of retirement planning topics such as when he started getti
Andy chats with fellow retirement planner Bradley Hilton, CFP®, TPCP®, MBA from Sonas Financial Planning. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution stra
Andy discusses the ins and outs of gifting, the annual gift exclusion, gift splitting, gift taxes, gift tax returns (IRS Form 709) and more! Links in this episode: Tenon Financial's March newsletter/blog about gifting -
Listener Q&A where Andy talks about: Income tax treatment of buying bonds in a normal non-qualified brokerage account when you buy or sell bonds in between coupon periods ( 8:37 ) When still working, are 50 or older, are
Andy chats with a real person (not an advisor) doing their own retirement planning. This week Andy is joined by Kevin Sebesta from the Rock Retirement Club Kevin retired at 43 as part of the FIRE (Financial Independence,
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Retirement Planning Education, with Andy Panko is hosted by Andy Panko. The show is categorised under education and has published 213 episodes.
Retirement Planning Education, with Andy Panko has published 213 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 78 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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