Retirement Planning Education, with Andy Panko

147 Épisodes

1. #144 - Q&A edition...Rule of thumb for retirement income needs, qualified vs ordinary dividends, Social Security taxation and MORE!

   Publié: 27/03/2025
2. #143 – Retirement planning chat with a "real" person, Jim Jones

   Publié: 20/03/2025
3. #142 - "Hot topics" edition...Andy and Mike Powers talk about tariffs, TIPs, international stocks, data/cyber security and MORE!

   Publié: 13/03/2025
4. #141 - Determining how much Roth conversion to do in a given year

   Publié: 06/03/2025
5. #140 - Q&A edition...Donor Advised Funds, back door Roth IRA contributions, 10-year Treasury bonds, crypto and MORE!

   Publié: 27/02/2025
6. #139 – Retirement planning chat with a "real" person, John McLaurin

   Publié: 20/02/2025
7. #138 – Retirement planner chat, with Liz Yoder from Dependent Financial Planning

   Publié: 13/02/2025
8. #137 - 7 scenarios where it might be beneficial to do Roth conversions

   Publié: 06/02/2025
9. #136 - Guest host edition...Mike Powers walks through his retirement planning checklist

   Publié: 30/01/2025
10. #135 - Q&A edition...understanding financial advisor's titles, repeal of Social Security WEP & GPO, umbrella insurance and MORE!

    Publié: 23/01/2025
11. #134 – Retirement planning chat with a "real" person, Brian Alexander

    Publié: 16/01/2025
12. #133 – Retirement planner chat, with Eric Niergarth from Retirement Roadmap Financial Planning

    Publié: 09/01/2025
13. #132 - Why the value in financial advisory services can't actually be measured

    Publié: 02/01/2025
14. #131 - Q&A edition...mutual funds vs ETFs, traditional vs rollover IRAs, how much umbrella insurance to get and MORE!

    Publié: 26/12/2024
15. #130 – Retirement planning chat with a "real" person, Peter Townsend

    Publié: 19/12/2024
16. #129 – Retirement planner chat, with Andrew Gray from Gray Wealth Strategies

    Publié: 12/12/2024
17. #128 - How to decide whether to own or rent your home in retirement

    Publié: 05/12/2024
18. #127 - Q&A edition...concentration in the S&P 500, direct indexing, how to transfer accounts from one broker to another and MORE!

    Publié: 28/11/2024
19. #126 – Retirement planning chat with a "real" person, Jane

    Publié: 21/11/2024
20. #125 – Retirement planner chat, with Jamie Lima from Woodson Wealth Management

    Publié: 14/11/2024