Retirement Planning Education, with Andy Panko – Détails, épisodes et analyse

Détails du podcast

Informations techniques et générales issues du flux RSS du podcast.

Retirement Planning Education, with Andy Panko

Andy Panko

Éducation

Fréquence : 1 épisode/8j. Total Éps: 218

Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!

Site

RSS

Apple

Classements récents

Dernières positions dans les classements Apple Podcasts et Spotify.

Apple Podcasts

🇺🇸 États-Unis - education
17/08/2026
#98
🇺🇸 États-Unis - education
16/08/2026
#95
🇺🇸 États-Unis - education
02/08/2026
#95
🇺🇸 États-Unis - education
27/07/2026
#76

Liens partagés entre épisodes et podcasts

Liens présents dans les descriptions d'épisodes et autres podcasts les utilisant également.

https://tenonfinancial.com/newsletter
154 partages
https://retirementplanningeducation.com/
121 partages
https://www.kitces.com/
8 partages

https://www.youtube.com/@retirementplanningeducation
176 partages
https://www.youtube.com/@rob_berger
5 partages
https://www.youtube.com/@DevinCarroll

https://www.facebook.com/groups/retirementplanningeducation
176 partages
https://www.facebook.com/groups/508122746351903
7 partages
https://www.facebook.com/groups/428684237572614

Qualité et score du flux RSS

Évaluation technique de la qualité et de la structure du flux RSS.

Qualité du flux RSS

À améliorer

Score global : 42%

Historique des publications

Répartition mensuelle des publications d'épisodes au fil des années.

Year

Derniers épisodes publiés

Liste des épisodes récents, avec titres, durées et descriptions.

#124 - The basics of taxes and tax planning in retirement

jeudi 7 novembre 2024 • Durée 01:00:28

Andy talks about the basics of what to know regarding taxes and tax planning in retirement. Topics discussed include:

What sources of income are taxable vs non-taxable
Required Minimum Distributions ("RMDs") from both your own accounts and inherited accounts
How to pay taxes in retirement: withholdings vs making estimated payments
Gifting tax-efficiently
Making charitable donations tax-efficiently
Overview of common long-term tax planning strategies:
- Delaying Social Security and distributing from pre-tax accounts in the interim
- Roth conversions
- Tax loss and tax gain harvesting
- Asset "location" of which investments to hold in which account types

To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com

Links in this episode:

The Rock Retirement Club - here

My company newsletter - Retirement Planning Insights
Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
Retirement Planning Education website - www.RetirementPlanningEducation.com

Lire plusRéduire

#123 - My thoughts on 12 common financial and retirement planning rules of thumb

jeudi 31 octobre 2024 • Durée 51:13

Special edition episode in which Andy shares his views on whether the below 12 rules of thumb are accurate or not:

You should always contribute at least enough to your employer plan (like a 401(k)) to get the full employer match
You shouldn't help your kids pay for college if it means shorting your own financial security in retirement
You need at least $X million (where $X can be whatever amount someone wants to say) of savings to retire
In retirement, expect to need 80% of whatever your pre-retirement income was each year
The 4% "rule" is a good tool for determining how much of a portfolio someone can distribution each year in retirement
Your target stock allocation percentage should be 100 minus your age
You should pay off your mortgage before retiring
The rule of 72 is a good tool to tell how long it will take to double your investment
You should have an emergency fund of cash equal to three to six months of expenses
Permanent life insurance should be avoided; only use term life insurance
The owner of a large investment advisory firm says, "I hate annuities and you should too"
That same person also says of his firm, "we do better when you do better"

To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com

Links in this episode:

My podcast about the 4% "rule" - here

My company newsletter - Retirement Planning Insights
Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
Retirement Planning Education website - www.RetirementPlanningEducation.com

#114 – Retirement planner chat, with me...Andy Panko from Tenon Financial

jeudi 29 août 2024 • Durée 01:54:44

We're switching things up a bit! In this week's episode, guest host Mike Powers (from Manuka Financial; was a previous guest on the podcast) chats with the show's host, Andy Panko from Tenon Financial.

In the episode, they talk about a wide array of retirement planning topics and Andy's view and approach toward them, such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to help advise people who are spending more than planned, what consumers often overlook in retirement planning and much more!

Links in this episode:

Andy' company's website - Tenon Financial
Ed Slott's blog - The Slott Report
Ed Slott's paid membership group for advisors - Elite IRA Advisor Group
Michael Kitces blog - here
Jeff Levine's X (formerly Twitter) page - here
Bob Keebler home page - here
Natalie Choate's book - Life & Death Planning for Retirement Benefits
Investment News - www.InvestmentNews.com
Wall Street Journal - www.WSJ.com
Roger Whitney's Podcast - The Retirement Answer Man
Jim Saulnier & Chris Stein's podcast - The Retirement & IRA Show
Benjamin Brandt's podcast - Retirement Starts Today Radio
Victor Medina's podcast - Retirease Radio

#027 - What is Modified Adjusted Gross Income, or MAGI?

jeudi 16 juin 2022 • Durée 28:46

Explanation of the five different versions of Modified Adjusted Gross Income, or MAGI, you're likely to come across in retirement planning

Downloadable MAGI summary handout - here
What is MAGI YouTube video - here
Understanding Medicare Premium Surcharges YouTube video - here
Affordable Care Act ("ACA") Premium Tax Credits YouTube video - here
What is Net Investment Income Tax YouTube video - here
Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
Newsletter - Retirement Planning Insights

Lire plusRéduire

#026 - Highlights of the 2022 Social Security Trustees Report

jeudi 9 juin 2022 • Durée 38:08

Summary of the key points in the 2022 Social Security Trustees Report

2022 Social Security Trustees Report - here
Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
Newsletter - Retirement Planning Insights

Lire plusRéduire

#025 - Introduction to Social Security

jeudi 2 juin 2022 • Durée 35:49

The basics of the Social Security system

YouTube video - Introduction to Social Security
YouTube video - Calculating your Social Security Primary Insurance Amount
YouTube video - Are Social Security Benefits Taxable?
YouTube video - When to claim Social Security
YouTube video - Social Security myths and Q&A
Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
Newsletter - Retirement Planning Insights

Lire plusRéduire

#024 - What should retirees or near-retirees do as a result of the bad markets and high inflation?

jeudi 26 mai 2022 • Durée 36:33

Actions retirees and near-retirees should (and shouldn't) consider doing as a result of bad financial markets and high inflation

YouTube video - What is the 4% Rule?
YouTube video - How much money do I need to retire?
Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
Newsletter - Retirement Planning Insights

Lire plusRéduire

#023 - What is Tax Loss and Tax Gain Harvesting?

jeudi 19 mai 2022 • Durée 26:57

Explanation of tax loss harvesting and tax gain harvesting, as well as an introduction to "wash sales"

Links in this episode:

YouTube video - What is Tax Loss Harvesting?
YouTube video - What is Tax Gain Harvesting?
YouTube video - What is Tax Loss and Tax Gain Harvesting?
Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
Newsletter - Retirement Planning Insights

Lire plusRéduire

#022 - All about annuities, Part 3; Variable annuities, Indexed annuities and withdrawal riders

jeudi 12 mai 2022 • Durée 39:55

Summary of variable annuities, indexed annuities and a Guaranteed Living Withdrawal Benefit rider

Links in this episode:

YouTube video - What is a Variable Annuity?
YouTube video - What is an Indexed Annuity?
YouTube video - What is a Fixed Indexed Annuity with Income Rider?
Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
Newsletter - Retirement Planning Insights

Lire plusRéduire

#021 - All about annuities, Part 2: Income annuities and payment options

jeudi 5 mai 2022 • Durée 38:51

Summary of immediate and deferred income annuities, and explanation of the different annuity payment options available

Links in this episode:

YouTube video - What is an Income Annuity?
www.ImmediateAnnuities.com
Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
Newsletter - Retirement Planning Insights

Lire plusRéduire

Podcasts et contenus similaires

Autres podcasts ou contenus associés partageant des thèmes ou audiences similaires.

Podcasts Similaires Basées sur le Contenu

Découvrez des podcasts liées à Retirement Planning Education, with Andy Panko. Explorez des podcasts avec des thèmes, sujets, et formats similaires. Ces similarités sont calculées grâce à des données tangibles, pas d'extrapolations !