Retirement Planning Education, with Andy Panko
by Andy Panko
July 17, 2025 3:00 pm
Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
Recent Episodes
#161 – Retirement planning chat with a "real" person, Jan
2 days ago#160 - "Hot topics" edition...Andy and Lauren Hunt talk about the Social Security annual trustees report, the ever-increasing stock market, whether to take out loans or pay for things outright and MORE!
1 week ago#159 - SPECIAL EDITION...Provisions of the "One Big Beautiful Bill Act" most likely to impact your tax return
2 weeks ago#158 - How investment custodians make money
2 weeks ago#157 - Q&A edition...bonds and the bond market, paying estimated taxes, converting ALL pre-tax money to Roth and MORE!
3 weeks ago#156 - Three "real" people discuss how they handled the emotional transition into retirement and how they now find fulfillment, meaning and satisfaction
1 month ago#155 - "Hot topics" edition...Andy and Larry Pershing talk about the Big Beautiful (tax) Bill, US debt, concentration in the S&P 500 and MORE!
1 month ago#154 - What retirement-focused financial and tax planning firms do for their fee, using my firm as an example
1 month ago#153 - Guest hosts Mike Powers and Kirsten Ashbaugh from Manuka Financial talk more about data and cybersecurity best practices
2 months ago#152 - Q&A edition...how to deal with market declines, Social Security spousal benefits, vacation home sale impacts on IRMAA and MORE!
2 months ago