Retirement Planning Education, with Andy Panko

147 Épisodes

1. #124 - The basics of taxes and tax planning in retirement

   Publié: 07/11/2024
2. #123 - My thoughts on 12 common financial and retirement planning rules of thumb

   Publié: 31/10/2024
3. #122 - Q&A edition...tracking Roth IRA contributions, what to do with leftover RMD money, using total bond market funds and MORE!

   Publié: 24/10/2024
4. #121 – Retirement planning chat with a "real" person, Doug Mann

   Publié: 17/10/2024
5. #120 – Retirement planner chat, with Erik Barnes from Retirement Portfolio Partners

   Publié: 10/10/2024
6. #119 - Andy's appearance on Rob Berger's YouTube channel, talking about taxes in retirement

   Publié: 03/10/2024
7. #118 - Q&A edition...Itemized sales tax deductions, pension vs lump sum, surviving spouse tax increases and MORE!

   Publié: 26/09/2024
8. #117 – Retirement planning chat with a "real" person, Alison

   Publié: 19/09/2024
9. #116 – Retirement planner chat, with Roger Whitney from the Retirement Answer Man podcast

   Publié: 12/09/2024
10. #115 - How to give to charities tax-efficiently

    Publié: 05/09/2024
11. #114 – Retirement planner chat, with me...Andy Panko from Tenon Financial

    Publié: 29/08/2024
12. #113 - Q&A edition...how to find a retirement tax planner, Medicare premium surcharges, bullet maturity bond ETFs and MORE!

    Publié: 22/08/2024
13. #112 – Retirement planning chat with a "real" person, Jane

    Publié: 15/08/2024
14. #111 – Retirement planner chat, with Victor Medina from Palante Wealth

    Publié: 08/08/2024
15. #110 1/2 - ONE MORE pro of rolling over employer plans (like a 401(k)) to an IRA

    Publié: 05/08/2024
16. #110 - Pros and cons of rolling over employer plans [like a 401(k)] to an IRA

    Publié: 01/08/2024
17. #109 - Q&A edition...how to know if your 401(k) is good, how much tax to withhold from Social Security, should you invest in International stocks and MORE!

    Publié: 25/07/2024
18. #108 – Retirement planning chat with "real" people, Ali & Alison Walker

    Publié: 18/07/2024
19. #107 – Retirement planner chat, with Mike Powers from Manuka Financial

    Publié: 11/07/2024
20. #106 - How to decide the optimal time to start your Social Security benefits

    Publié: 04/07/2024