
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 | 202 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Education | |||

Andy and Jonathan Vance from Vance Financial Planning share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about:
• Given current world affairs and their impacts on the markets... more
Andy discusses the pros and cons of taking a lump sum vs taking monthly payments for your pension, questions to ask yourself to help figure out if it might be better for you to take one vs the other, and other considerations to keep in mind in making... more
Listener Q&A where Andy talks about:
• How often to check your accounts for rebalancing, and how often to check on your bigger picture finances and plan ( 2:32 )
• What to do with old positions you no longer want in a brokerage account but they all... more
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jim Kellerman. They talk about a wide array of retirement planning topics such as when he started getting serious about planning for ... more
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I love listening to this podcast. Andy is very knowledgable and down to earth. I had to remove one star (and I hated to do it!) because when he does Q&A shows he’s a bit unprepared. Seems like he doesn’t review questions ahead of time and at times is unsure about his answers. But overall, a very informative and entertaining show.
Andy is real. I’m new to considering retirement. Trying to learn as much as I can. Andy is interesting. Just love listening. Keep it up! I have about a year & a half till retirement.
I have been listening for awhile. Content is amazing and helps me consider / explore items for which I had no ( or limited) previous understanding. Thank you
Great show and really appreciated the focus on non-financial issues.
Andy is the best! High level content meant for everyday people. highly recommend
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 | #92 | |
Apple Podcasts | #62 |
Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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The show centers on practical retirement planning, covering IRAs, Roth IRAs, employer plans, taxes, Social Security, Medicare, withdrawal strategies, estate planning, and related topics. Episodes mix Q&A sessions with guests and in-depth explorations of strategies (e.g., backdoor Roths, RMDs, tax planning) and real-life retirement experiences. Listeners likely range from near-retirees to seasoned retirees seeking down-to-earth explanations, actionable tips, and honest discussions without sales-drive. A notable strength is the host's approachable, often humorous style and the use of real people and industry guests to illustrate concepts clearly.
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These podcasts share a similar audience with Retirement Planning Education,:
1. Retirement Starts Today
2. The Retirement and IRA Show
3. Retirement Answer Man
4. Big Picture Retirement®
5. Ready For Retirement
Retirement Planning Education, launched 4 years ago and published 202 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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Recent guests on Retirement Planning Education, include:
1. Jonathan Vance
2. Jim Kellerman
3. Bradley Hilton
4. Kevin Sebesta
5. Jason Cutitta
6. Kevin Lyles
7. Kevin Thompson
8. Beth Pinsker
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