Retirement Planning Education, with Andy Panko
Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
Latest Episode
#166 - The most common retirement planning questions from "real" people (21.08.2025)
Previous Episodes
- #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! 14.08.2025
- #164 - Summary of the 2025 annual Social Security trustees report 07.08.2025
- #163 - Guest host Larry Pershing from Optimum Retirement Planning talks about managing and reducing concentrated stock holdings 31.07.2025
- #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! 24.07.2025
- #161 – Retirement planning chat with a "real" person, Jan 17.07.2025
- #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 MORE! 10.07.2025
- #159 - SPECIAL EDITION...Provisions of the "One Big Beautiful Bill Act" most likely to impact your tax return 08.07.2025
- #158 - How investment custodians make money 03.07.2025
- #157 - Q&A edition...bonds and the bond market, paying estimated taxes, converting ALL pre-tax money to Roth and MORE! 26.06.2025
- #156 - Three "real" people discuss how they handled the emotional transition into retirement and how they now find fulfillment, meaning and satisfaction 19.06.2025
- #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! 12.06.2025
- #154 - What retirement-focused financial and tax planning firms do for their fee, using my firm as an example 05.06.2025
- #153 - Guest hosts Mike Powers and Kirsten Ashbaugh from Manuka Financial talk more about data and cybersecurity best practices 29.05.2025
- #152 - Q&A edition...how to deal with market declines, Social Security spousal benefits, vacation home sale impacts on IRMAA and MORE! 22.05.2025
- #151 – Retirement planning chat with a "real" person, Rob Berger 15.05.2025
- #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! 08.05.2025
- #149 - Tips and best practices to protect your ID and financial information 01.05.2025
- #148 - Q&A edition...buffer ETFs, direct indexing, bucketing strategies, kiddie tax and MORE! 24.04.2025
- #147 – Chat with four "real" people, sharing what they wish they would have known or done differently during their divorces 17.04.2025
- #146 – Retirement planner chat, with Mark Rosinski from Dunes Financial 10.04.2025
