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Retirement Planning Education, with Andy Panko

Andy Panko

retirementplanningeducation.buzzsprout.com

Weekly podcast. Next episode on Thursday.

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

174 episodes • 0 archived •

#171 - Q&A edition...how much you can spend in retirement, Roth IRA 5-year rule, RMDs, accounts for grandchildren and MORE!

September 25

1h 6m

#170 – Retirement planning chat with a "real" person, Scott

September 18

1h 1m

#169 - "Hot topics" edition...Andy and Justin Pritchard talk about target date funds, illiquid assets in 401(k) plans, firing an advisor and MORE!

September 11

1h 9m

#168 - Helpful tools and interesting information from the recent IRS Tax Forum

September 4

49 mins

#167 - Q&A edition...basis in inherited IRAs, Social Security break even analysis, coordinating RMDs and Roth conversions and MORE!

August 28

54 mins

#166 - The most common retirement planning questions from "real" people

August 21

51 mins

#165 - "Hot topics" edition...Andy and Mark Rosinski talk about different withdrawal strategies, rule of 55 distributions, allocating the stock portion of a portfolio and MORE!

August 14

1h 22m

#164 - Summary of the 2025 annual Social Security trustees report

August 7

48 mins

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Retirement Planning Education, with Andy Panko