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 | 97 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Education | |||
Listen to the Podcast
Latest Episodes
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Judy Ocaya, who lives in California and retired in 2019. They talk about a wide array of retirement planning topics such as when Judy... more
Andy chats with fellow retirement planners Devin Oransky and Mary Oransky, from Laminar Wealth. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term ... more
Discussion of the different ways in which advisory firms charge fees, why the percentage of assets under management fee is illogical and unfair, and what alternate fee structures may be less illogical and less unfair more
Listener Q&A where Andy talks about: more
Insights
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Reviews
- Always learning something…
Great to have the podcast back, and I especially enjoy the interviews with financial planner professionals and those individuals already retired. I love it too when I hear a topic discussed, a light bulb goes off, and I think, that sounds like a great idea that could pertain to me, I’m going to check into that.
Apple Podcasts5Ben harpenau
United Statesa month ago - Good, but…..
Andy generally does a good job. However, as with many in the economic/financial profession, he makes comments/predictions regarding future interest rates. more
Apple Podcasts4Pants CreaseUnited States2 months ago - Great podcast
So wonderful to have you back in the podcast world sharing your investing and retirement planning knowledge. Looking forward to more learning and loads of Dad jokes !!!
Apple Podcasts5dwkptUnited States2 months ago - I really appreciate the approach and the effort Andy puts into help all of us plan.
Thank you!
Apple Podcasts5YoungToddVTUnited States2 months ago - Glad Your Podcast Is Back in 2024!!
Thought your episode (#85) with Brian T. was informative. Couple of topics I found valuable were long term care and focusing on personal health to enjoy one’s retirement. Regarding Medicare Advantage; it is very location, insurer and provider dependent. MA is not only for those that cannot afford Medicare Supplemental plans. It can be a perfect fit but one must do their homework because insurability is an issue moving from MA to a supplement. By the way: Supplemental Plan G in my area can c... more
Apple Podcasts5Buy the print versionUnited States2 months ago
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Chart Rankings
Apple Podcasts | #157 |  Singapore/Education |
Apple Podcasts | #228 |  Spain/Education |
Audience
Listeners, engagement and demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Engagement Score | |||
|---|---|---|---|---|---|
| Primary Location | Social Media Reach | ||||
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Retirement Planning Education, launched 2 years ago and published 97 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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