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Artwork for Retirement Planning Education,

Retirement Planning Education, with Andy Panko

Andy Panko
Retirement Planning
Social Security
Financial Planning
Investment Strategies
Investment Management
Advisory Fees
Pension Plans
Client Relationships
Iras
Fee Structures
Investment Advisors
Health Insurance
Taxation In Retirement
Inherited IRA
Required Minimum Distributions (rmds)
Medicare
Long Term Care
Retirement Savings Strategies
Financial Well-Being
Budgeting For Retirement

Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!

PublishesWeeklyEpisodes180Founded4 years ago
Number of ListenersCategory
Education

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Artwork for Retirement Planning Education,

Latest Episodes

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

In this special guest host episode, Brian Tegtmeyer from Truly Prosper Financial  Planning talks about how to address and plan for the non-financial aspects of retirement such as intellectual engagement, purposeful activities, health and fitness, rel... more

Listener Q&A where Andy talks about: 

• The CAPE (Cyclically Adjusted Price to Earnings) Ratio as a measure of whether the US stock market is overvalued or undervalued, and drawbacks with the CAPE Ratio ( 4:32 )

• The meaning of Benjamin Graham's qu... more

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jackie Cummings Koski.

But Jackie isn't just the typical "real" person doing her own retirement planning. She went the F.I.R.E. (Fin... more

Key Facts

Accepts Guests
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Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Jackie Cummings Koski
Co-host of the Catching Up to FI Podcast and author of FIRE for Dummies
Catching Up to FI Podcast
Episode: #174 – Retirement planning chat with a "real" person, Jackie Cummings Koski
Allen Mueller
Founder of 7 Saturdays Financial
7 Saturdays Financial
Episode: #173 – Retirement planner chat, with Allen Mueller from 7 Saturdays Financial
Justin Pritchard
Co-host and fellow financial planner focused on retirement.
Approach Financial
Episode: #169 - "Hot topics" edition...Andy and Justin Pritchard talk about target date funds, illiquid assets in 401(k) plans, firing an advisor and MORE!
Ellen Carpendonia
Longtime pharmaceutical sales professional and first-time grandma adjusting to the changes of retirement.
Novartis
Episode: #156 - Three "real" people discuss how they handled the emotional transition into retirement and how they now find fulfillment, meaning and satisfaction
Larry Pershing
Retirement planner and guest on the podcast
Optimum Retirement Planning
Episode: #155 - "Hot topics" edition...Andy and Larry Pershing talk about the Big Beautiful (tax) Bill, US debt, concentration in the S&P 500 and MORE!
Rob Berger
Personal finance educator and YouTuber, former founder of the DoughRoller website
Rob Berger YouTube Channel
Episode: #151 – Retirement planning chat with a "real" person, Rob Berger
Mark Rosinski
Founder of Dunes Financial, a retirement-focused financial advisory firm
Dunes Financial
Episode: #146 – Retirement planner chat, with Mark Rosinski from Dunes Financial
Jim Jones
Recently retired dentist and podcaster
The JimJam
Episode: #143 – Retirement planning chat with a "real" person, Jim Jones
John McLaurin
Recently retired and father of daughters with disabilities, sharing his retirement planning experience.
Episode: #139 – Retirement planning chat with a "real" person, John McLaurin

Host

Andy Panko
Host of Retirement Planning Education, an expert in retirement planning and financial advice, dedicating his efforts to help listeners navigate the complexities of preparing for retirement.

Reviews

4.9 out of 5 stars from 1k ratings
  • Cody and Sean’s Book

    Andy, Thank you for mentioning “Tax Planning To and Through Early Retirement”. I am about 2/3 through it and it is excellent! It is an alternative view on key issues, backed by clear examples. And, it is fine for those near or already in retirement. Regards, Eric

    Apple Podcasts
    5
    Eric in Las Vegas
    United States20 days ago
  • Informative and Chill

    The content is always relevant to my situation and Andy has a chill way of relaying it that instills a confidence in the material and the master.

    It’s like sitting around a campfire with a bourbon and getting great financial insights from a knowledgable friend.

    Keep up the Dad jokes and BGS shares.

    Apple Podcasts
    5
    Big Ole Paw
    United States20 days ago
  • Just the right amount of nerdiness

    I’ve listened to Andy’s show since almost the beginning. Each week contains relevant, thoughtful, and helpful information for individuals and finance professionals alike! Keep calm and Lego on, Andy!

    Apple Podcasts
    5
    Omen Q
    United States24 days ago
  • Meaningful guests

    Episode 174 is another example of Andy’s talent for interviewing relevant & informative guests in a pleasant & concise manner.

    Apple Podcasts
    5
    Texas LAS
    United States25 days ago
  • Great Breadth of Topics

    Really enjoy the variety of topics covered and the themes for the episodes. Easy to listen to and learn something every time I listen.

    Thanks!

    Apple Podcasts
    5
    Rescue4dude
    United Statesa month ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the clear and practical information provided throughout episodes, finding it accessible and relevant to their retirement planning needs.
Audiences enjoy the variety of content, including personal stories and expert interviews, that add depth to their understanding of retirement-related challenges.
The host's approachable demeanor and expertise have garnered positive feedback for making complex financial topics understandable.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#183
United States/Education

Talking Points

Recent interactions between the hosts and their guests.

#173 – Retirement planner chat, with Allen Mueller from 7 Saturdays Financial
Q: Is there anything in particular you do or what have you found that's had some success in helping people get over the mind shift change and being reluctant to spend their assets?
Using dynamic withdrawals, income-tilted portfolios, mental accounting, and focusing on protected income can help nudge people to spend rather than save.
#173 – Retirement planner chat, with Allen Mueller from 7 Saturdays Financial
Q: What do you think is an area of retirement planning that too many consumers overlook or don't give enough attention to?
Mastering the art of spending and the transition from saving to spending.
#171 - Q&A edition...how much you can spend in retirement, Roth IRA 5-year rule, RMDs, accounts for grandchildren and MORE!
Q: What is the downside of owning only Vanguard's Total World Stock ETF?
The downside may be a lack of flexibility and discretion over your asset allocation since you are bound to the fund's default distribution between US and international stocks.
#171 - Q&A edition...how much you can spend in retirement, Roth IRA 5-year rule, RMDs, accounts for grandchildren and MORE!
Q: Should I start Social Security now or wait until 70 while using my inherited IRA?
It depends on several factors, including the required minimum distributions of the inherited IRA, your current financial needs, and your health status.
#171 - Q&A edition...how much you can spend in retirement, Roth IRA 5-year rule, RMDs, accounts for grandchildren and MORE!
Q: I opened a Roth IRA in 1999 and closed it in 2011. If I open a new one, do I have to wait five years for withdrawals?
Your previous Roth IRA's timeline still counts towards the five-year rule, so you would not need to wait again if you're over 59 and a half.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
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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?

Content focuses on enhancing listeners' understanding of retirement planning by covering essential topics like tax implications, investment strategies, Social Security, and how to navigate the financial transition into retirement. With a blend of expert interviews and listener Q&As, episodes provide both theoretical insights and practical advice, making complex subjects accessible. A unique aspect is the inclusion of personal stories from guests, which not only humanizes the content but also offers relatable experiences regarding retirement challenges and victories.

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Which podcasts are similar to Retirement Planning Education,?

These podcasts share a similar audience with Retirement Planning Education,:

1. Retirement Answer Man
2. The Retirement and IRA Show
3. Retirement Starts Today
4. Big Picture Retirement®
5. Ready For Retirement

How many episodes of Retirement Planning Education, are there?

Retirement Planning Education, launched 4 years ago and published 180 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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What guests have appeared on Retirement Planning Education,?

Recent guests on Retirement Planning Education, include:

1. Jackie Cummings Koski
2. Allen Mueller
3. Justin Pritchard
4. Ellen Carpendonia
5. Larry Pershing
6. Rob Berger
7. Mark Rosinski
8. Jim Jones

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.

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