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 | 220 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Education | |||
Listen to this Podcast
Latest Episodes
Listener Q&A where Andy talks about:
• How to sell and rebalance positions in a brokerage account when they have unrealized gains and you're trying to be tax-efficient about it ( 7:06 )
• His thoughts on a few different variable portfolio withdrawa... more
Andy discusses the ins and outs of Trump accounts:
• Legislative background
• How to open them
• How to fund them
• Investing inside them
• How to distribute from them
• Reporting around them
• Taxation of them
• The two potential worthwhile use cas... more
Andy summarizes the recent 2026 annual Social Security trustees report, including what it would actually mean if the system's trust fund were to deplete, and what changes can be made to ensure that doesn't happen
Links in this episode:
• The full 2... more
Listener Q&A where Andy talks about:
• Should Roth conversion analysis look at marginal or effective tax rates ( 4:21 )
• His thoughts on why qualified Roth account distributions might eventually be included in certain measures of Modified Adjusted... more
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Reviews
Excellent podcast. Andy has a great way of breaking down material and content to allow you to apply it in your retirement and tax planning.
Podcast Addict5a month agotomlistens&learns- Exceptional
Timely and concise information. One of the trifecta of retirement podcasts with the others being The Retirement and IRA Show and The Retirement Answer Man.
Apple Podcasts5PJM-NYC
United Statesa month ago - Great Financial Discourse Without the Sales Pitch!
This show has a great vibe. The host and guests cover a wide range of topics with expertise and an important human and relatable element.
Apple Podcasts5Buffalo417United States2 months ago - Enjoyed Mark Rosinski guest appearance
Loved the discussion on buffered ETF paired with term bond ETFs for protection during the gap years. Thank you!
Apple Podcasts5JZ38United States3 months ago - Pretty good
Pretty good finance podcast but sometimes broaches topics without knowing it in depth. Although he states he hasn’t gone in depth, it’s too late. Love the Dad jokes. BTW, there is no ‘t’ in across!
Apple Podcasts5cancelpostUnited States3 months ago
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Apple Podcasts | #104 | 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?
A practical, education-focused show that breaks down retirement planning topics into clear, actionable steps. Listeners get accessible explanations of IRAs, Roth IRAs, employer plans, taxes, Social Security, Medicare, withdrawal sequencing, estate planning, and related subjects, often via real-world examples and guest insights from practitioners. The show stands out for its hands-on, consumer-friendly approach, guest diversity, and emphasis on helping near-retirees and DIY investors make informed decisions without sales pressure.
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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What are the audience demographics for Retirement Planning Education,?
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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. Retirement Starts Today
2. Retirement Answer Man
3. The Retirement and IRA Show
4. Stay Wealthy Retirement Podcast
5. Big Picture Retirement®
How many episodes of Retirement Planning Education, are there?
Retirement Planning Education, launched 5 years ago and published 220 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact Retirement Planning Education,?
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Where can I see ratings and reviews for Retirement Planning Education,?
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How do I access podcast episode transcripts for Retirement Planning Education,?
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What guests have appeared on Retirement Planning Education,?
Recent guests on Retirement Planning Education, include:
1. Mark Ross
2. Adam Grossman
3. Brad Flood
4. Jonathan Vance
5. Jim Kellerman
6. Bradley Hilton
7. Kevin Sebesta
8. Jason Cutitta
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.