Retirement Planning Education, with Andy Panko

147 Episodes

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

   Published: 3/27/2025
2. #143 – Retirement planning chat with a "real" person, Jim Jones

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

   Published: 3/13/2025
4. #141 - Determining how much Roth conversion to do in a given year

   Published: 3/6/2025
5. #140 - Q&A edition...Donor Advised Funds, back door Roth IRA contributions, 10-year Treasury bonds, crypto and MORE!

   Published: 2/27/2025
6. #139 – Retirement planning chat with a "real" person, John McLaurin

   Published: 2/20/2025
7. #138 – Retirement planner chat, with Liz Yoder from Dependent Financial Planning

   Published: 2/13/2025
8. #137 - 7 scenarios where it might be beneficial to do Roth conversions

   Published: 2/6/2025
9. #136 - Guest host edition...Mike Powers walks through his retirement planning checklist

   Published: 1/30/2025
10. #135 - Q&A edition...understanding financial advisor's titles, repeal of Social Security WEP & GPO, umbrella insurance and MORE!

    Published: 1/23/2025
11. #134 – Retirement planning chat with a "real" person, Brian Alexander

    Published: 1/16/2025
12. #133 – Retirement planner chat, with Eric Niergarth from Retirement Roadmap Financial Planning

    Published: 1/9/2025
13. #132 - Why the value in financial advisory services can't actually be measured

    Published: 1/2/2025
14. #131 - Q&A edition...mutual funds vs ETFs, traditional vs rollover IRAs, how much umbrella insurance to get and MORE!

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

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

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

    Published: 12/5/2024
18. #127 - Q&A edition...concentration in the S&P 500, direct indexing, how to transfer accounts from one broker to another and MORE!

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

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

    Published: 11/14/2024