Retirement Planning Education, with Andy Panko – Details, episodes & analysis

Podcast details

Technical and general information from the podcast's RSS feed.

Retirement Planning Education, with Andy Panko

Andy Panko

Education

Frequency: 1 episode/8d. Total Eps: 218

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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Recent rankings

Latest chart positions across Apple Podcasts and Spotify rankings.

Apple Podcasts

🇺🇸 USA - education
17/08/2026
#98
🇺🇸 USA - education
16/08/2026
#95
🇺🇸 USA - education
02/08/2026
#95
🇺🇸 USA - education
27/07/2026
#76
🇺🇸 USA - education
26/07/2026
#75
🇺🇸 USA - education
25/07/2026
#87
🇺🇸 USA - education
24/07/2026
#97
🇺🇸 USA - education
20/07/2026
#95
🇺🇸 USA - education
19/07/2026
#88
🇺🇸 USA - education
18/07/2026
#90

Spotify

No recent rankings available

Shared links between episodes and podcasts

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

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

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

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RSS feed quality

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Score global : 42%

Publication history

Monthly episode publishing history over the past years.

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Latest published episodes

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

Thursday, November 7, 2024 • Duration 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

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

Thursday, October 31, 2024 • Duration 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

Thursday, August 29, 2024 • Duration 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?

Thursday, June 16, 2022 • Duration 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

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#026 - Highlights of the 2022 Social Security Trustees Report

Thursday, June 9, 2022 • Duration 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

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#025 - Introduction to Social Security

Thursday, June 2, 2022 • Duration 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

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

Thursday, May 26, 2022 • Duration 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

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

Thursday, May 19, 2022 • Duration 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

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

Thursday, May 12, 2022 • Duration 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

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

Thursday, May 5, 2022 • Duration 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

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Retirement Planning Education, with Andy Panko – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

Retirement Planning Education, with Andy Panko – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

Other99+

Youtube58

Facebook6

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

Other99+

Youtube58

Facebook6