Retirement Planning Education, with Andy Panko

147 Episodes

1. #085 – Retirement planner chat, with Brian Tegtmeyer from Truly Prosper Financial Planning

   Published: 2/8/2024
2. #084 – Understanding Target Date Retirement Funds

   Published: 2/1/2024
3. #083 - Q&A edition...Solo 401(k)s, tax gain harvesting, bonds vs bond funds and MORE!

   Published: 1/25/2024
4. #082 – Retirement planning chat with a "real" person, David Folts

   Published: 1/18/2024
5. #081 – Retirement planner chat, with Larry Pershing from Optimum Retirement Planning

   Published: 1/11/2024
6. #080 – How to lower your taxes in 2024

   Published: 1/4/2024
7. Retirement Planning Education is coming back!

   Published: 12/21/2023
8. Retirement Planning Education is going on hiatus

   Published: 6/22/2023
9. #079 – The non-financial or “softer” side of retirement planning, with Kevin Lyles (Part 2 of 2)

   Published: 6/15/2023
10. #078 – The non-financial or “softer” side of retirement planning, with Kevin Lyles (Part 1 of 2)

    Published: 6/8/2023
11. #077 - Understanding cash value life insurance and how it's sold, with Kevin Lao

    Published: 6/1/2023
12. #076 - What exactly is "Financial Planning?"

    Published: 5/25/2023
13. #075 - Qualified Charitable Distributions ("QCDs")

    Published: 5/18/2023
14. #074 - How to break up with your financial advisor

    Published: 5/11/2023
15. #073 - What does it actually mean to be a "fiduciary," and does it matter?

    Published: 5/4/2023
16. #072 - The benefit of "step up in basis"

    Published: 4/27/2023
17. #071 - Understanding the $250k or $500k gain exclusion on selling your primary residence

    Published: 4/20/2023
18. #070 - Q&A edition...dividend reinvestment, gifting stocks, Social Security survivor benefits and MORE!

    Published: 4/13/2023
19. #069 - Highlights of the 2023 Social Security Trustees Report

    Published: 4/6/2023
20. #068 - What happens to my investments if my broker goes under?

    Published: 3/30/2023