Retirement Planning Education, with Andy Panko

147 Episodes

1. #105 - Q&A edition... having mortgages in retirement, understanding Medicare coinsurance, when to consider long term care insurance and MORE!

   Published: 6/27/2024
2. #104 – Retirement planning chat with a "real" person, Laura Maione

   Published: 6/20/2024
3. #103 – Retirement planner chat, with Angie Furubotten-LaRosee from Avea Financial Planning

   Published: 6/13/2024
4. #102 - Highlights of the 2024 Social Security Trustees Report

   Published: 6/6/2024
5. #101 - Q&A edition...Choosing a custodian, 401(k) contribution limits, gift tax exclusion limits and MORE!

   Published: 5/30/2024
6. #100 – 100th episode celebration!!! Andy's 100 words of retirement planning wisdom

   Published: 5/23/2024
7. #099 – Retirement planning chat with a "real" person, Al DiSalvio

   Published: 5/16/2024
8. #098 – Retirement planner chat, with Lauren Hunt from Daybreak Wealth Management

   Published: 5/9/2024
9. #097 – Inherited IRA Required Minimum Distribution ("RMD") rules

   Published: 5/2/2024
10. #096 - Q&A edition...US government debt concerns, Health Savings Accounts, how to estimate taxes and MORE!

    Published: 4/25/2024
11. #095 – Retirement planning chat with a "real" person, Judy Ocaya

    Published: 4/18/2024
12. #094 – Retirement planner chat, with David and Mary Oransky from Laminar Wealth

    Published: 4/11/2024
13. #093 – Advisory fees...the good, the bad, the ugly

    Published: 4/4/2024
14. #092 - Q&A edition...determining state tax residency, tax underpayment penalties and MORE!

    Published: 3/28/2024
15. #091 – Retirement planning chat with a "real" person, Tom Santi

    Published: 3/21/2024
16. #090 – Retirement planner chat, with Devin Carroll from Carroll Advisory Group

    Published: 3/14/2024
17. #089 – Understanding the S&P 500 index and why it's NOT the right benchmark for your portfolio

    Published: 3/7/2024
18. #088 – Retirement planning considerations for women, with Laura Adams

    Published: 2/29/2024
19. #087 - Q&A edition...tax return filing statuses, advisor succession plans and MORE!

    Published: 2/22/2024
20. #086 – Retirement planning chat with a "real" person, Bill Stevenson

    Published: 2/15/2024