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!

202 episodes • 0 archived •

#199 - "Hot topics" edition...Andy and Jonathan Vance talk about opportunities in the current market environment, 2026 tax updates, questions to ask advisors and MORE!

Yesterday

1h 35m

#198 - Whether to take a pension as a lump sum or monthly payments

April 2

1h 5m

#197 - Q&A edition...how often to rebalance, tracking Roth IRA contributions, are RMDs really that bad, paying off mortgages before retirement and MORE!

March 26

1h 10m

#196 – "Real" person retirement planning chat with Jim Kellerman

March 19

1h 30m

#195 - Retirement planner chat with Bradley Hilton from Sonas Financial Planning

March 12

1h 59m

#194 - Gifting, gift taxes, annual gift exclusion and gift tax returns (IRS Form 709)

March 5

1h 6m

#193 - Q&A edition...Social Security lump sum for retroactive payments, whether to pay off a mortgage, step-up in basis, gifting without having to file a gift tax return and MORE!

February 26

1h 12m

#192 – "Real" person chat with Kevin Sebesta from the Rock Retirement Club, discussing FIRE...Financial Independence, Retire Early

February 19

1h 17m

#191 - "Hot topics" edition...Andy and Jason Cutitta talk about inheritances, Die With Zero, TSP in-plan conversion, taking RMDs and MORE!

February 12

1h 18m

#190 - All about "backdoor" Roth contributions

February 5

56 mins

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Never lose your place, on any device

Retirement Planning Education, with Andy Panko