Poslušajte poddajo Retirement Planning Education, with Andy Panko

#181 - Q&A edition...understanding Roth IRA income limits, deciding between pension payment options, when to Roth convert vs distribute from an IRA and MORE!	Retirement Planning Education, with Andy Panko	61:20
#180 - Q&A edition...Social Security spousal and survivor benefits, finding an advisor who doesn't require investment management, how a decedent's income is taxed and MORE!	Retirement Planning Education, with Andy Panko	56:05
#179 – "Real" person chat with Beth Pinsker about her new book, My Mother's Money, A Guide to Financial Caregiving	Retirement Planning Education, with Andy Panko	73:40
#178 - "Hot topics" edition...Andy and Ben Brandt talk about Monte Carlo, Donor Advised Funds, paying taxes on Roth conversions, how advisors dress and MORE!	Retirement Planning Education, with Andy Panko	72:16
#177 - 2025 year-end tax planning tips and items to consider	Retirement Planning Education, with Andy Panko	54:02
#176 - Guest host Brian Tegtmeyer from Truly Prosper Financial Planning talks about the non-financial aspects of planning a great retirement	Retirement Planning Education, with Andy Panko	35:51
#175 - Q&A edition...The CAPE ratio and US stock market valuation, good enough vs optimization in retirement planning, tax on foreign stock dividends and MORE!	Retirement Planning Education, with Andy Panko	62:27
#174 – Retirement planning chat with a "real" person, Jackie Cummings Koski	Retirement Planning Education, with Andy Panko	117:32
#173 – Retirement planner chat, with Allen Mueller from 7 Saturdays Financial	Retirement Planning Education, with Andy Panko	76:33
#172 - The conflicts, pros, cons and use cases of the different advisory fee structures	Retirement Planning Education, with Andy Panko	76:57
#171 - Q&A edition...how much you can spend in retirement, Roth IRA 5-year rule, RMDs, accounts for grandchildren and MORE!	Retirement Planning Education, with Andy Panko	66:07
#170 – Retirement planning chat with a "real" person, Scott	Retirement Planning Education, with Andy Panko	61:48
#169 - "Hot topics" edition...Andy and Justin Pritchard talk about target date funds, illiquid assets in 401(k) plans, firing an advisor and MORE!	Retirement Planning Education, with Andy Panko	69:15
#168 - Helpful tools and interesting information from the recent IRS Tax Forum	Retirement Planning Education, with Andy Panko	49:12
#167 - Q&A edition...basis in inherited IRAs, Social Security break even analysis, coordinating RMDs and Roth conversions and MORE!	Retirement Planning Education, with Andy Panko	54:30
#166 - The most common retirement planning questions from "real" people	Retirement Planning Education, with Andy Panko	51:06
#165 - "Hot topics" edition...Andy and Mark Rosinski talk about different withdrawal strategies, rule of 55 distributions, allocating the stock portion of a portfolio and MORE!	Retirement Planning Education, with Andy Panko	82:45
#164 - Summary of the 2025 annual Social Security trustees report	Retirement Planning Education, with Andy Panko	48:07
#163 - Guest host Larry Pershing from Optimum Retirement Planning talks about managing and reducing concentrated stock holdings	Retirement Planning Education, with Andy Panko	46:30
#162 - Q&A edition...more about bonds, taking distributions from a 401(k), when tax rates might actually go up (and by how much) and MORE!	Retirement Planning Education, with Andy Panko	61:11
#161 – Retirement planning chat with a "real" person, Jan	Retirement Planning Education, with Andy Panko	59:37
#160 - "Hot topics" edition...Andy and Lauren Hunt talk about the Social Security annual trustees report, the ever-increasing stock market, whether to take out loans or pay for things outright and MOR	Retirement Planning Education, with Andy Panko	79:45
#159 - SPECIAL EDITION...Provisions of the "One Big Beautiful Bill Act" most likely to impact your tax return	Retirement Planning Education, with Andy Panko	45:34
#158 - How investment custodians make money	Retirement Planning Education, with Andy Panko	58:07
#157 - Q&A edition...bonds and the bond market, paying estimated taxes, converting ALL pre-tax money to Roth and MORE!	Retirement Planning Education, with Andy Panko	61:52
#156 - Three "real" people discuss how they handled the emotional transition into retirement and how they now find fulfillment, meaning and satisfaction	Retirement Planning Education, with Andy Panko	85:30
#155 - "Hot topics" edition...Andy and Larry Pershing talk about the Big Beautiful (tax) Bill, US debt, concentration in the S&P 500 and MORE!	Retirement Planning Education, with Andy Panko	108:49
#154 - What retirement-focused financial and tax planning firms do for their fee, using my firm as an example	Retirement Planning Education, with Andy Panko	62:47
#153 - Guest hosts Mike Powers and Kirsten Ashbaugh from Manuka Financial talk more about data and cybersecurity best practices	Retirement Planning Education, with Andy Panko	78:04
#152 - Q&A edition...how to deal with market declines, Social Security spousal benefits, vacation home sale impacts on IRMAA and MORE!	Retirement Planning Education, with Andy Panko	53:35
#151 – Retirement planning chat with a "real" person, Rob Berger	Retirement Planning Education, with Andy Panko	62:16
#150 - "Hot topics" edition...Andy and Brian Tegtmeyer talk about retiring in a down market, concerns about Social Security, making estimated tax payments and MORE!	Retirement Planning Education, with Andy Panko	63:12
#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

#181 - Q&A edition...understanding Roth IRA income limits, deciding between pension payment options, when to Roth convert vs distribute from an IRA and MORE!

Retirement Planning Education, with Andy Panko

61:20

#180 - Q&A edition...Social Security spousal and survivor benefits, finding an advisor who doesn't require investment management, how a decedent's income is taxed and MORE!

Retirement Planning Education, with Andy Panko

56:05

#179 – "Real" person chat with Beth Pinsker about her new book, My Mother's Money, A Guide to Financial Caregiving

Retirement Planning Education, with Andy Panko

73:40

#178 - "Hot topics" edition...Andy and Ben Brandt talk about Monte Carlo, Donor Advised Funds, paying taxes on Roth conversions, how advisors dress and MORE!

Retirement Planning Education, with Andy Panko

72:16