À propos de ce podcast
Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
227 épisodes · Onderwijs
Retirement Planning Education, with Andy Panko
Dernier épisode#226 – "Real" person retirement planning chat with Mike
À propos de ce podcast
Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
Épisodes récents
- #225 - "Hot topics" edition...Andy and Dan VanDusen talk about 529s vs Trump accounts vs UTMA brokerage accounts, common errors on tax returns, the current state of the bond market and MORE!8 oct. · 1 h 19 min
- #224 - The basics of bonds: what they are, how they work, and how to use them in retirement planning1 oct. · 1 h 27 min
- #223 - Q&A edition...the 4% rule, Artificial Intelligence and the planning world, RMDs vs annuity income, TIPS, and MORE!24 sept. · 1 h 00 min
- #222 - All about pensions...what they are, how they work, how to decide between taking lifetime payments or a lump sum, and MORE! [replay of Andy's appearance on the Catching up to FI podcast]17 sept. · 1 h 44 min
- #221 - Retirement planner chat with Ryan Langan from Your Path Fi10 sept. · 1 h 37 min
- #220 - How to move to a new state...tax compliantly3 sept. · 1 h 25 min
- #219 - Q&A edition...paying down a mortgage vs paying tax on Roth conversions, Social Security survivor benefits, converting ALL pre-tax money to Roth, updating account beneficiaries, and MORE!27 août · 1 h 05 min
- #218 – "Real" person retirement planning chat with Mark20 août · 1 h 42 min
- #217 - Q&A edition...unrealized gains in brokerage accounts, variable withdrawal strategies, unused 529 funds, protecting against fraud from advisors and MORE!13 août · 1 h 09 min
- #216 - Trump accounts: what they are, how they work, and use cases6 août · 1 h 36 min
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