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

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Retirement Planning Education, with Andy Panko

Retirement Planning Education, with Andy Panko

Andy Panko

Education

Fréquence : 1 épisode/8j. Total Éps: 163

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

Links in this episode:

  • The Rock Retirement Club - here


#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: 

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

Links in this episode:

  • My podcast about the 4% "rule" - here


#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:




To send Andy questions to be addressed on future Q&A episodes, email [email protected]

#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

#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

#025 - Introduction to Social Security

jeudi 2 juin 2022 • Durée 35:49

The basics of the Social Security system

#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

#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:

#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:

#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:

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