Escucha el podcast Retirement Planning Education, with Andy Panko

#149 - Tips and best practices to protect your ID and financial information	Retirement Planning Education, with Andy Panko	57:23
#148 - Q&A edition...buffer ETFs, direct indexing, bucketing strategies, kiddie tax and MORE!	Retirement Planning Education, with Andy Panko	63:04
#147 – Chat with four "real" people, sharing what they wish they would have known or done differently during their divorces	Retirement Planning Education, with Andy Panko	87:54
#146 – Retirement planner chat, with Mark Rosinski from Dunes Financial	Retirement Planning Education, with Andy Panko	57:50
#145 - Understanding mutual fund capital gain distributions	Retirement Planning Education, with Andy Panko	43:48
#144 - Q&A edition...Rule of thumb for retirement income needs, qualified vs ordinary dividends, Social Security taxation and MORE!	Retirement Planning Education, with Andy Panko	41:18
#143 – Retirement planning chat with a "real" person, Jim Jones	Retirement Planning Education, with Andy Panko	59:34
#142 - "Hot topics" edition...Andy and Mike Powers talk about tariffs, TIPs, international stocks, data/cyber security and MORE!	Retirement Planning Education, with Andy Panko	89:19
#141 - Determining how much Roth conversion to do in a given year	Retirement Planning Education, with Andy Panko	52:27
#140 - Q&A edition...Donor Advised Funds, back door Roth IRA contributions, 10-year Treasury bonds, crypto and MORE!	Retirement Planning Education, with Andy Panko	53:02
#139 – Retirement planning chat with a "real" person, John McLaurin	Retirement Planning Education, with Andy Panko	58:14
#138 – Retirement planner chat, with Liz Yoder from Dependent Financial Planning	Retirement Planning Education, with Andy Panko	72:46
#137 - 7 scenarios where it might be beneficial to do Roth conversions	Retirement Planning Education, with Andy Panko	53:08
#136 - Guest host edition...Mike Powers walks through his retirement planning checklist	Retirement Planning Education, with Andy Panko	32:39
#135 - Q&A edition...understanding financial advisor's titles, repeal of Social Security WEP & GPO, umbrella insurance and MORE!	Retirement Planning Education, with Andy Panko	57:18
#134 – Retirement planning chat with a "real" person, Brian Alexander	Retirement Planning Education, with Andy Panko	61:05
#133 – Retirement planner chat, with Eric Niergarth from Retirement Roadmap Financial Planning	Retirement Planning Education, with Andy Panko	69:13
#132 - Why the value in financial advisory services can't actually be measured	Retirement Planning Education, with Andy Panko	57:11
#131 - Q&A edition...mutual funds vs ETFs, traditional vs rollover IRAs, how much umbrella insurance to get and MORE!	Retirement Planning Education, with Andy Panko	56:44
#130 – Retirement planning chat with a "real" person, Peter Townsend	Retirement Planning Education, with Andy Panko	115:52
#129 – Retirement planner chat, with Andrew Gray from Gray Wealth Strategies	Retirement Planning Education, with Andy Panko	94:52
#128 - How to decide whether to own or rent your home in retirement	Retirement Planning Education, with Andy Panko	43:26
#127 - Q&A edition...concentration in the S&P 500, direct indexing, how to transfer accounts from one broker to another and MORE!	Retirement Planning Education, with Andy Panko	53:38
#126 – Retirement planning chat with a "real" person, Jane	Retirement Planning Education, with Andy Panko	72:00
#125 – Retirement planner chat, with Jamie Lima from Woodson Wealth Management	Retirement Planning Education, with Andy Panko	93:01
#124 - The basics of taxes and tax planning in retirement	Retirement Planning Education, with Andy Panko	60:28
#123 - My thoughts on 12 common financial and retirement planning rules of thumb	Retirement Planning Education, with Andy Panko	51:13
#122 - Q&A edition...tracking Roth IRA contributions, what to do with leftover RMD money, using total bond market funds and MORE!	Retirement Planning Education, with Andy Panko	39:45
#121 – Retirement planning chat with a "real" person, Doug Mann	Retirement Planning Education, with Andy Panko	86:44
#120 – Retirement planner chat, with Erik Barnes from Retirement Portfolio Partners	Retirement Planning Education, with Andy Panko	111:35
#119 - Andy's appearance on Rob Berger's YouTube channel, talking about taxes in retirement	Retirement Planning Education, with Andy Panko	101:14
#118 - Q&A edition...Itemized sales tax deductions, pension vs lump sum, surviving spouse tax increases and MORE!	Retirement Planning Education, with Andy Panko	49:10
#117 – Retirement planning chat with a "real" person, Alison	Retirement Planning Education, with Andy Panko	59:24
#116 – Retirement planner chat, with Roger Whitney from the Retirement Answer Man podcast	Retirement Planning Education, with Andy Panko	96:40
#115 - How to give to charities tax-efficiently	Retirement Planning Education, with Andy Panko	55:44
#114 – Retirement planner chat, with me...Andy Panko from Tenon Financial	Retirement Planning Education, with Andy Panko	114:44
#113 - Q&A edition...how to find a retirement tax planner, Medicare premium surcharges, bullet maturity bond ETFs and MORE!	Retirement Planning Education, with Andy Panko	54:46
#112 – Retirement planning chat with a "real" person, Jane	Retirement Planning Education, with Andy Panko	40:39
#111 – Retirement planner chat, with Victor Medina from Palante Wealth	Retirement Planning Education, with Andy Panko	87:12
#110 1/2 - ONE MORE pro of rolling over employer plans (like a 401(k)) to an IRA	Retirement Planning Education, with Andy Panko	10:00

#149 - Tips and best practices to protect your ID and financial information

Retirement Planning Education, with Andy Panko

57:23

#148 - Q&A edition...buffer ETFs, direct indexing, bucketing strategies, kiddie tax and MORE!

Retirement Planning Education, with Andy Panko

63:04

#147 – Chat with four "real" people, sharing what they wish they would have known or done differently during their divorces

Retirement Planning Education, with Andy Panko

87:54

#146 – Retirement planner chat, with Mark Rosinski from Dunes Financial

Retirement Planning Education, with Andy Panko

57:50