
Teaching 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 | 232 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Education | |||

Andy shares some year-end tax planning tips, deadlines and things to consider around the following topics:
• contributions to qualified accounts
• Roth conversions
• distributions from qualified accounts
• Required Minimum Distributions ("RMDs")
• c... more
Andy and MarketWatch columnist Beth Pinsker, CFP®, discuss the most common questions she gets from her readers:
• Am I doing this (i.e. financial planning) right? ( 11:22 )
• Should I do a Roth conversion? ( 21:10 )
• Can I make this large purchase ... more
Listener Q&A where Andy talks about:
• A correction about the previously discussed topic of contributing to a child's Roth IRA if they have earnings but don't file a tax return and don't have the earnings reported on a W-2 ( 3:52 )
• A follow up on... more
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Mike. They talk about a wide array of retirement planning topics such as how he learned important investing insights from Paul Merrim... more
People also subscribe to these shows.





Excellent topics and information delivered in a practical and understandable way.
Andy has a gift of explaining complex things in layman terms. I really feel educated after hearing his podcasts. Also - I love the “real world” retiree interviews. The recent one with “Mike” was phenomenal. The bike ride segment was fascinating and Mike offered some very good insights. Great show Andy. Keep up the good work!
Excellent topics and information delivered in a practical and understand way.
We are so appreciative of the real-life opportunities to broaden our retirement planning knowledge. All things point toward Andy being in this business for the right reasons. He is very knowledgeable, thoughtfully practical, and aligns to two of our guiding life principles: “find joy” and “you do you”. Definitely a worthy use of time for anyone considering retirement, finances, and making the best of their future.
Stumbled across this podcast weeks ago while searching for bond ladders.
Have listed to probably 10 episodes. Straight forward information, explained in enough detail so you get it. I trust Andy’s heart to just share his knowledge with no other motives.
Thank you for the good work.
Key themes from listener reviews, highlighting what works and what could be improved about the show.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #68 |
Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | |
|---|---|
| Gender Skew | |
| Location | |
| Interests | |
| Professions | |
| Age Range | |
| Household Income | |
| Social Media Reach |
This show focuses on practical retirement planning, breaking down IRAs, Roth IRAs, employer plans, taxes, Social Security, Medicare, and withdrawal strategies with clear, actionable guidance. Episodes blend technical explanations with real-world examples, often featuring guest experts or real-person retirement stories to illustrate budgeting, healthcare access, and the emotional shift to decumulation. A standout trait is a disciplined emphasis on avoiding sales pitches, prioritizing education, and presenting a transparent view of fees, planning tools, and realistic scenarios to help listeners make informed decisions about their retirement journey.
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.
Rephonic provides a full set of podcast information for four million podcasts, including the number of listeners. View further listenership figures for Retirement Planning Education,, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
Rephonic provides comprehensive predictive audience data for Retirement Planning Education,, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
To see how many followers or subscribers Retirement Planning Education, has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
These podcasts share a similar audience with Retirement Planning Education,:
1. Retirement Answer Man
2. Retirement Starts Today
3. The Retirement and IRA Show
4. Stay Wealthy Retirement Podcast
5. Ready For Retirement
Retirement Planning Education, launched 5 years ago and published 232 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Rephonic pulls ratings and reviews for Retirement Planning Education, from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
Rephonic provides full transcripts for episodes of Retirement Planning Education,. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.
Recent guests on Retirement Planning Education, include:
1. Beth Pinsker
2. Dan VanDusen
3. Andy Panko
4. Ryan Langan
5. Mark Ross
6. Adam Grossman
7. Brad Flood
8. Mark Rosinski
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.