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Retirement Planning Education, with Andy Panko

Andy Panko

retirementplanningeducation.buzzsprout.com

Weekly podcast. Next episode today.

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

189 episodes • 0 archived •

#186 - "Hot topics" edition...Andy and Cody Garrett talk about ACA tax credits, Roth conversions, tax gain harvesting, paying taxes in retirement, using HSAs and MORE!

January 8

January 8

1h 29m

#185 - My thoughts and commentary about what the financial markets did in 2025

January 1

January 1

1h 1m

#184 - Q&A edition...consolidating accounts, tax withholdings vs estimated payments, QLACs, the 4% rule and MORE!

Dec 25, 2025

Dec 25, 2025

59 mins

#183 – Retirement planning chat with a "real" person, Jill

Dec 18, 2025

Dec 18, 2025

1h 25m

#182 - "Hot topics" edition...Andy and Kevin Thompson talk about the One Big Beautiful Bill Act, the markets, IRMAA, senior exploitation and MORE!

Dec 11, 2025

Dec 11, 2025

1h 8m

#181 - Q&A edition...understanding Roth IRA income limits, deciding between pension payment options, when to Roth convert vs distribute from an IRA and MORE!

Dec 4, 2025

Dec 4, 2025

1h 1m

#180 - Q&A edition...Social Security spousal and survivor benefits, finding an advisor who doesn't require investment management, how a decedent's income is taxed and MORE!

Nov 27, 2025

Nov 27, 2025

56 mins

#179 – "Real" person chat with Beth Pinsker about her new book, My Mother's Money, A Guide to Financial Caregiving

Nov 20, 2025

Nov 20, 2025

1h 13m

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