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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!

167 episodes • 0 archived •

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

August 7

48 mins

#163 - Guest host Larry Pershing from Optimum Retirement Planning talks about managing and reducing concentrated stock holdings

July 31

46 mins

#162 - Q&A edition...more about bonds, taking distributions from a 401(k), when tax rates might actually go up (and by how much) and MORE!

July 24

1h 1m

#161 – Retirement planning chat with a "real" person, Jan

July 17

59 mins

#160 - "Hot topics" edition...Andy and Lauren Hunt talk about the Social Security annual trustees report, the ever-increasing stock market, whether to take out loans or pay for things outright and MORE!

July 10

1h 19m

#159 - SPECIAL EDITION...Provisions of the "One Big Beautiful Bill Act" most likely to impact your tax return

July 8

45 mins

#158 - How investment custodians make money

July 3

58 mins

#157 - Q&A edition...bonds and the bond market, paying estimated taxes, converting ALL pre-tax money to Roth and MORE!

June 26

1h 1m

#156 - Three "real" people discuss how they handled the emotional transition into retirement and how they now find fulfillment, meaning and satisfaction

June 19

1h 25m

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Retirement Planning Education, with Andy Panko