Retirement Planning Education, with Andy Panko

147 Episodes

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

   Published: 11/7/2024
2. #123 - My thoughts on 12 common financial and retirement planning rules of thumb

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

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

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

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

   Published: 10/3/2024
7. #118 - Q&A edition...Itemized sales tax deductions, pension vs lump sum, surviving spouse tax increases and MORE!

   Published: 9/26/2024
8. #117 – Retirement planning chat with a "real" person, Alison

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

   Published: 9/12/2024
10. #115 - How to give to charities tax-efficiently

    Published: 9/5/2024
11. #114 – Retirement planner chat, with me...Andy Panko from Tenon Financial

    Published: 8/29/2024
12. #113 - Q&A edition...how to find a retirement tax planner, Medicare premium surcharges, bullet maturity bond ETFs and MORE!

    Published: 8/22/2024
13. #112 – Retirement planning chat with a "real" person, Jane

    Published: 8/15/2024
14. #111 – Retirement planner chat, with Victor Medina from Palante Wealth

    Published: 8/8/2024
15. #110 1/2 - ONE MORE pro of rolling over employer plans (like a 401(k)) to an IRA

    Published: 8/5/2024
16. #110 - Pros and cons of rolling over employer plans [like a 401(k)] to an IRA

    Published: 8/1/2024
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!

    Published: 7/25/2024
18. #108 – Retirement planning chat with "real" people, Ali & Alison Walker

    Published: 7/18/2024
19. #107 – Retirement planner chat, with Mike Powers from Manuka Financial

    Published: 7/11/2024
20. #106 - How to decide the optimal time to start your Social Security benefits

    Published: 7/4/2024