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 | 214 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Education | |||
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Latest Episodes
Andy discusses common tax planning mistakes often made in retirement. Additionally, he shares insight on how to attempt to prevent such mistakes, and/or fix them after they've happened
The 8 common mistakes are:
• Not paying enough income tax timel... more
Listener Q&A where Andy talks about:
• Are tax return amendments needed if info from a 1099-R was left out but doesn't impact the return's gross or taxable income ( 4:08 )
• What are the pros and cons of using average cost basis tracking for mutual... more
Andy and Mark Ross from the Rock Retirement Club talk about Mark's journey in retiring to become an "encorepreneur" by starting a coaching business, and spending more time creating art. They also address some of standard "real person" planning questi... more
Andy and Adam Grossman from Mayport Wealth Management share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about:
• How to analyze an existing annuity and whether to keep it, e... more
Key Facts
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Recent Guests
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Reviews
- 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 Podcasts5JZ38
United Statesa month 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 States2 months ago - Captain obvious
Get to the point
Apple Podcasts1Hypocricy H.United States2 months ago - Excellent Approach
I discovered your podcast worth your 200th episode (congrats!) where you outlined your monthly approach to content. I love that approach and will catch up on your past and future content - looking forward to it.
Apple Podcasts5Scott BaldtaxguyUnited States2 months ago - Great Podcast
Andy has a nice, easy going style and provides excellent and thorough information. He teaches the “why”. I also like how each episode of the month has a genre.
Apple Podcasts5dhs4431United States3 months ago
Listeners Say
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Chart Rankings
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Apple Podcasts | #74 | United States/Education |
Apple Podcasts | #202 |  Saudi Arabia/Education |
Talking Points
Recent interactions between the hosts and their guests.
Audience Metrics
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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. Big Picture Retirement®
5. Stay Wealthy Retirement Podcast
How many episodes of Retirement Planning Education, are there?
Retirement Planning Education, launched 4 years ago and published 214 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.