Retirement Planning Education, with Andy Panko
Andy PankoTeaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
| Publishes | Weekly | Episodes | 176 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Education | |||
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Latest Episodes
Andy chats with fellow retirement planner Allen Mueller, CFA, CFP® from 7 Saturdays Financial. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term c... more
Andy shares his views on the few different ways in which people in the financial services/financial advisory industry can receive revenue:
• Commission-only
• Fee-only
• Hybrid or fee-based
Links in this episode:
• My article in Rethinking65 - How... more
Listener Q&A where Andy talks about:
• How to calculate how much money you can gift or donate in retirement without running out ( 8:47 )
• Does the five-year rule met by a previous Roth IRA carry over to a new Roth IRA ( 17:03 )
• Is it better to d... more
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Scott. They talk about a wide array of retirement planning topics such as leaving the workforce early than planned during COVID and l... more
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Reviews
- Great
Clear and very balanced information
Apple Podcasts5San patel
United Statesa month ago - Excellent podcast
Love your podcast! One additional idea for the gentleman who was looking for more tax efficiency in his brokerage account. If he already has large capital gains (sounds like he does), this won’t help, but he could roll all earnings into one or more of Vanguard’s tax efficient funds. This has helped us minimize current taxes as the brokerage account will be passed on to our heirs.
Apple Podcasts5CRP in SCUnited Statesa month ago - Great discussion with Mark on hot topics
This was a great podcast to listen to understand more about rule of 55 and reverse mortgages as well as investments during retirement. I enjoy listening to Andy and his guests as he does not push any products or services but gently explains the issues at hand. Truly appreciate it.
Apple Podcasts5RetiredPerPlanUnited States2 months ago - Rockstar Panko
Andy is consistently producing some of the best content in the retirement planning podcast space. I would encourage anyone interested in retirement planing to follow him. Beyond the substantive knowledge , I believe he could teach a class on how to consistently produce a high quality podcast regardless of the topic.
Apple Podcasts5The First & LastUnited States2 months ago - Love this show!!
This is a very informative and well-crafted show. True to its name, it is very educational.
Apple Podcasts5jm1999765United States2 months ago
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Apple Podcasts | #163 | United States/Education |
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Frequently Asked Questions About Retirement Planning Education,
What is Retirement Planning Education, about and what kind of topics does it cover?
Content focuses on enhancing listeners' understanding of retirement planning by covering essential topics like tax implications, investment strategies, Social Security, and how to navigate the financial transition into retirement. With a blend of expert interviews and listener Q&As, episodes provide both theoretical insights and practical advice, making complex subjects accessible. A unique aspect is the inclusion of personal stories from guests, which not only humanizes the content but also offers relatable experiences regarding retirement challenges and victories.
Where can I find podcast stats for Retirement Planning Education,?
Rephonic provides a wide range of podcast stats for Retirement Planning Education,. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Retirement Planning Education, and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does Retirement Planning Education, get?
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How many subscribers and views does Retirement Planning Education, have?
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Which podcasts are similar to Retirement Planning Education,?
These podcasts share a similar audience with Retirement Planning Education,:
1. The Retirement and IRA Show
2. Retirement Answer Man
3. Retirement Starts Today
4. Big Picture Retirement®
5. Ready For Retirement
How many episodes of Retirement Planning Education, are there?
Retirement Planning Education, launched 4 years ago and published 176 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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What guests have appeared on Retirement Planning Education,?
Recent guests on Retirement Planning Education, include:
1. Allen Mueller
2. Justin Pritchard
3. Ellen Carpendonia
4. Larry Pershing
5. Rob Berger
6. Mark Rosinski
7. Jim Jones
8. John McLaurin
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.