Retirement Planning Education, with Andy Panko

By: Andy Panko
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  • Summary

  • Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
    © 2025 Retirement Planning Education, with Andy Panko
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Episodes
  • #136 - Guest host edition...Mike Powers walks through his retirement planning checklist

    #136 - Guest host edition...Mike Powers walks through his retirement planning checklist
    Jan 30 2025

    Special guest host, Mike Powers, CPA, PFS, CFP®, from Manuka Financial sits behind the microphone to walk through his 22-point retirement planning checklist, which includes financial, insurance and lifestyle considerations.

    Links in this episode:

    • Mike's blog post about the retirement planning checklist - here
    • George Kinder's life planning three questions - here
    • Mike's company's website - Manuka Financial


    • Tenon Financial monthly e-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


    To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com
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    33 mins
  • #135 - Q&A edition...understanding financial advisor's titles, repeal of Social Security WEP & GPO, umbrella insurance and MORE!

    #135 - Q&A edition...understanding financial advisor's titles, repeal of Social Security WEP & GPO, umbrella insurance and MORE!
    Jan 23 2025

    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    • My thoughts on the recently repealed Windfall Elimination Provision ("WEP") and Government Pension Offset ("GPO") parts of Social Security ( 20:35 )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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    57 mins
  • #134 – Retirement planning chat with a "real" person, Brian Alexander

    #134 – Retirement planning chat with a "real" person, Brian Alexander
    Jan 16 2025

    Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Brian Alexander. They talk about a wide array of retirement planning topics such as investing, Social Security, when they got serious about retirement planning, funding potential long term care needs and more!

    Links in this episode:

    • Tenon Financial monthly e-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


    To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com
    Show more Show less
    1 hr and 1 min

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Great listen

Overall it’s very informative and pretty interesting. Appreciate the variety of information and real life examples

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great topics

The podcast was very informative on important topics to me. latest rules changes on critical subjects. Keep up the good work!

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