Retirement Planning Education, with Andy Panko

By Andy Panko

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Category: Education

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Subscribers: 23
Reviews: 0
Episodes: 96

Description

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

Episode Date
#094 – Retirement planner chat, with David and Mary Oransky from Laminar Wealth
Apr 11, 2024
#093 – Advisory fees...the good, the bad, the ugly
Apr 04, 2024
#092 - Q&A edition...determining state tax residency, tax underpayment penalties and MORE!
Mar 28, 2024
#091 – Retirement planning chat with a "real" person, Tom Santi
Mar 21, 2024
#090 – Retirement planner chat, with Devin Carroll from Carroll Advisory Group
Mar 14, 2024
#089 – Understanding the S&P 500 index and why it's NOT the right benchmark for your portfolio
Mar 07, 2024
#088 – Retirement planning considerations for women, with Laura Adams
Feb 29, 2024
#087 - Q&A edition...tax return filing statuses, advisor succession plans and MORE!
Feb 22, 2024
#086 – Retirement planning chat with a "real" person, Bill Stevenson
Feb 15, 2024
#085 – Retirement planner chat, with Brian Tegtmeyer from Truly Prosper Financial Planning
Feb 08, 2024
#084 – Understanding Target Date Retirement Funds
Feb 01, 2024
#083 - Q&A edition...Solo 401(k)s, tax gain harvesting, bonds vs bond funds and MORE!
Jan 25, 2024
#082 – Retirement planning chat with a "real" person, David Folts
Jan 18, 2024
#081 – Retirement planner chat, with Larry Pershing from Optimum Retirement Planning
Jan 11, 2024
#080 – How to lower your taxes in 2024
Jan 04, 2024
Retirement Planning Education is coming back!
Dec 21, 2023
Retirement Planning Education is going on hiatus
Jun 22, 2023
#079 – The non-financial or “softer” side of retirement planning, with Kevin Lyles (Part 2 of 2)
Jun 15, 2023
#078 – The non-financial or “softer” side of retirement planning, with Kevin Lyles (Part 1 of 2)
Jun 08, 2023
#077 - Understanding cash value life insurance and how it's sold, with Kevin Lao
Jun 01, 2023
#076 - What exactly is "Financial Planning?"
May 25, 2023
#075 - Qualified Charitable Distributions ("QCDs")
May 18, 2023
#074 - How to break up with your financial advisor
May 11, 2023
#073 - What does it actually mean to be a "fiduciary," and does it matter?
May 04, 2023
#072 - The benefit of "step up in basis"
Apr 27, 2023
#071 - Understanding the $250k or $500k gain exclusion on selling your primary residence
Apr 20, 2023
#070 - Q&A edition...dividend reinvestment, gifting stocks, Social Security survivor benefits and MORE!
Apr 13, 2023
#069 - Highlights of the 2023 Social Security Trustees Report
Apr 06, 2023
#068 - What happens to my investments if my broker goes under?
Mar 30, 2023
#067 - Why are banks failing and should we be concerned about more failures?
Mar 23, 2023
#066 - Common tax forms retirees get at tax return time
Mar 16, 2023
#065 - 7 Social Security myths, with Devin Carroll (Part 2 of 2)
Mar 09, 2023
#064 - 7 Social Security myths, with Devin Carroll (Part 1 of 2)
Mar 02, 2023
#063 - Q&A edition...401(k)s & Highly Compensated Employees, interest rates & Social Security, inherited 401(k) distributions and MORE!
Feb 23, 2023
#062 - Introduction to Investing (Part 6 of 6) - Creating and managing your portfolio
Feb 16, 2023
#061 - Introduction to Investing (Part 5 of 6) - Cash and alternative investments
Feb 09, 2023
#060 - Introduction to Investing (Part 4 of 6) - All about mutual funds and exchange traded funds ("ETFs")
Feb 02, 2023
#059 - Introduction to Investing (Part 3 of 6) - All about bonds
Jan 26, 2023
#058 - Introduction to Investing (Part 2 of 6) - All about stocks
Jan 19, 2023
#057 - Introduction to Investing (Part 1 of 6) - Background considerations and explanation of account types
Jan 12, 2023
#056 - New RMD rules and other retirement planning changes in SECURE 2.0 Act of 2022
Jan 05, 2023
#055 - Financial planning and divorce, with Amy Colton (Part 2 of 2)
Dec 29, 2022
#054 - Financial planning and divorce, with Amy Colton (Part 1 of 2)
Dec 22, 2022
#053 - What is tax planning?
Dec 15, 2022
#052 - Q&A edition...457(b) plans, Roth 401(k) conversions, wash sales, Treasury notes and MORE!
Dec 08, 2022
#051 - Introductory overview of the Federal income tax system
Dec 01, 2022
#050 - What I'm thankful for (from a retirement planning perspective)
Nov 24, 2022
#049 - The basics of estate planning
Nov 17, 2022
#048 - Q&A edition...the Social Security "Earnings Test," 401(k) RMDs, tax gain harvesting and MORE!
Nov 10, 2022
#047 - Everything you wanted to know about Medicare, with Danielle Roberts (Part 2 of 2)
Nov 03, 2022
#046 - Everything you wanted to know about Medicare, with Danielle Roberts (Part 1 of 2)
Oct 27, 2022
#045 - Will the 8.7% 2023 Social Security Cost of Living Adjustment apply to me?
Oct 20, 2022
#044 - Q&A edition...RMDs on inherited IRAs, deducting LTC expenses, planning for unknowns and MORE!
Oct 13, 2022
#043 - Everything you wanted to know about reverse mortgages, with Josh Blum (Part 2 of 2)
Oct 06, 2022
#042 - Everything you wanted to know about reverse mortgages, with Josh Blum (Part 1 of 2)
Sep 29, 2022
#041 - The Net Investment Income Tax and how it may impact your retirement planning
Sep 22, 2022
#040 - Q&A edition...delaying Social Security, when to start a pension, RMDs on inherited IRAs, where to save cash and MORE!
Sep 15, 2022
#039 - Health insurance options if you're retired and not yet eligible for Medicare
Sep 08, 2022
#038 - Understanding Affordable Care Act ("ACA") health insurance and premium tax credit subsidies
Sep 01, 2022
#037 - There's a lot value in retirement planning, but it can't actually be measured
Aug 25, 2022
#036 - Q&A edition...Roth conversion optimization, tax on crypto, when to start annuity payments and more!
Aug 18, 2022
#035 - Everything you wanted to know about long term care insurance, with Kerry Peabody (Part 2 of 2)
Aug 11, 2022
#034 - Everything you wanted to know about long term care insurance, with Kerry Peabody (Part 1 of 2)
Aug 04, 2022
#033 - Summary of different portfolio withdrawal strategies
Jul 28, 2022
#032 - Q&A edition...spousal Roth IRAs, 401(k) to Roth IRA conversions, self-funding LTC and more!
Jul 21, 2022
#031 - What is a bond ladder?
Jul 14, 2022
#030 - Dividend Investing and Equity Income Strategies, with Chris D'Agnes (Part 2 of 2)
Jul 07, 2022
#029 - Dividend Investing and Equity Income Strategies, with Chris D'Agnes (Part 1 of 2)
Jun 30, 2022
#028 - What is a LIRP, or Life Insurance Retirement Plan?
Jun 23, 2022
#027 - What is Modified Adjusted Gross Income, or MAGI?
Jun 16, 2022
#026 - Highlights of the 2022 Social Security Trustees Report
Jun 09, 2022
#025 - Introduction to Social Security
Jun 02, 2022
#024 - What should retirees or near-retirees do as a result of the bad markets and high inflation?
May 26, 2022
#023 - What is Tax Loss and Tax Gain Harvesting?
May 19, 2022
#022 - All about annuities, Part 3; Variable annuities, Indexed annuities and withdrawal riders
May 12, 2022
#021 - All about annuities, Part 2: Income annuities and payment options
May 05, 2022
#020 - All about annuities, Part 1: Introduction and MYGAs
Apr 28, 2022
#019 - What are I Bonds?
Apr 21, 2022
#018 - What is Monte Carlo simulation?
Apr 14, 2022
#017 - What are the alternatives to bonds and bond funds?
Apr 07, 2022
#016 - What are bonds and bond funds?
Mar 31, 2022
#015 - What do all of the letters mean after financial advisors' names?
Mar 24, 2022
#014 - How to do your own tax return or find a preparer
Mar 17, 2022
#013 - What are all of the forms in a retiree's tax return?
Mar 10, 2022
#012 - What are mutual fund capital gain distributions?
Mar 03, 2022
#011 - How do financial advisors get paid?
Feb 24, 2022
#010 - When do I have to take distributions from inherited retirement accounts?
Feb 17, 2022
#009 - What are Required Minimum Distributions, and when do I have to take them?
Feb 10, 2022
#008 - When can I take money out of my Roth IRA without tax or penalty?
Feb 03, 2022
#007 - What's the difference between tax-deferred, Roth and normal brokerage accounts?
Jan 27, 2022
#006 - What's a "backdoor" Roth?
Jan 20, 2022
#001 - How much money do I need to retire?
Jan 14, 2022
#002 - What's the 4% Rule?
Jan 14, 2022
#003 - Should I take my pension as payments or a lump sum?
Jan 14, 2022
#004 - Should I rollover my employer retirement plan?
Jan 14, 2022
#005 - Will I have to pay extra Medicare premiums?
Jan 14, 2022