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 | 223 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Education | |||
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Latest Episodes
Andy discusses what all is involved in moving to a new state, from a tax perspective...properly changing your "domicile" and "residence" to the new state. Spoiler alert: It's not necessarily as simple as buying a house and spending at least six month... more
Listener Q&A where Andy talks about:
• Whether to use money in a 457b to pay down a mortgage or to pay taxes on Roth conversions ( 7:56 )
• How Social Security survivor benefits work, and the optimal ages for spouses to each claim their own Social ... more
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Mark. They talk about a wide array of retirement planning topics such as when he started getting serious about planning for retiremen... more
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
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Reviews
- Incredibly educational
Excellent information and easy to digest. Thank you so much for providing the necessary info in such systematic and thoughtful ways to make them easy to understand. Thank you so much, Andy!
Apple Podcasts5123-456-111
United States11 days ago - Excellent content, great detail across all aspects of retirement planning!
Andy does an outstanding job of providing well thought out content with great detail leaving no stone unturned. He provides a great mix of content from real people to Q&A. This is a must podcast to put in your library.
Apple Podcasts5MJCinCAUnited States17 days ago - Excellent content. Please fix the transcripts
This one is in my top three.
I can’t see the transcripts since five or six episodes ago. Please fix the transcripts 😢
Thanks Andy for what you’re doing. You are the best
⭐️⭐️⭐️⭐️⭐️
Apple Podcasts5Ramon_fr_TXUnited Statesa month ago - “Real” Isn’t All That
Listen to this podcast regularly. I enjoy Andy’s demeanor. My only disappointment is I had high hopes for learning insights from the “real person” shows, but none of them thus far are anything like me and my wife.
The real person trends younger and richer than us. They have often retired much earlier than us. They often have personal relations with Andy which isn’t necessarily a bad thing but I think it skews them as people with some degree of financial literacy above and beyond the average r... more
Apple Podcasts4SimjiimUnited Statesa month ago 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 Addict52 months agotomlistens&learns
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Apple Podcasts | #107 | United States/Education |
Talking Points
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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?
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.
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 223 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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Where can I see ratings and reviews 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.