• #135 - Q&A edition...understanding financial advisor's titles, repeal of Social Security WEP & GPO, umbrella insurance and MORE!

  • Jan 23 2025
  • Length: 57 mins
  • Podcast

#135 - Q&A edition...understanding financial advisor's titles, repeal of Social Security WEP & GPO, umbrella insurance and MORE!

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  • Summary

  • Listener Q&A where Andy talks about:

    • What it means between an advisor who calls themself a financial planner vs wealth manager vs any other label they choose to use ( 10:24 )
    • My thoughts on the recently repealed Windfall Elimination Provision ("WEP") and Government Pension Offset ("GPO") parts of Social Security ( 20:35 )
    • A follow up to a previously discussed Q&A topic about how much umbrella insurance to purchase ( 31:18 )
    • How income is taxed to a recently deceased person vs their heirs or their estate ( 37:08 )
    • How best to gift money to grandchildren to get them started with saving and investing ( 42:10 )
    • Understanding a bond or bond fund's "duration" and how to use it measure the bond or bond fund's interest rate price change risk. And what it means to have a recommended "holding period" for a bond fund ( 46:45 )


    To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com


    • My company newsletter - Retirement Planning Insights
    • Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
    • YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
    • Retirement Planning Education website - www.RetirementPlanningEducation.com
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