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 | 199 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Education | |||
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Latest Episodes
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jim Kellerman. They talk about a wide array of retirement planning topics such as when he started getting serious about planning for ... more
Andy chats with fellow retirement planner Bradley Hilton, CFP®, TPCP®, MBA from Sonas Financial Planning. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, ... more
Andy discussed the ins and outs of gifting, the annual gift exclusion, gift splitting, gift taxes, gift tax returns (IRS Form 709) and more!
Links in this episode:
• Tenon Financial's March newsletter/blog about gifting - here
• IRS Form 709 - here... more
Listener Q&A where Andy talks about:
• Income tax treatment of buying bonds in a normal non-qualified brokerage account when you buy or sell bonds in between coupon periods ( 8:37 )
• When still working, are 50 or older, are maxing out your 401(k) ... more
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Reviews
- Great show
Andy does a great job breaking down topics relevant to people looking for info and education on retirement.
Apple Podcasts51963Retired
United Statesa month ago - Fantastic Finance Podcast!
I enjoy this high quality finance podcast. I enjoy Andy’s perspective and how he explains his experiences that led him to him to his opinions on different financial strategies. He is a fantastic teacher and I find his information very educational. I love how he brings a Dad joke to every episode.
Apple Podcasts5JaclynnerUnited Statesa month ago - Honest concise information
Andy does a great job providing information in a straightforward way. He has knowledge of a wide array of retirement related issues but is also very clear and honest when he doesn't have all the answers. I highly recommend.
Apple Podcasts5Hawk1619United Statesa month ago - You rock!
Thank you for the back door ROTH session!
Apple Podcasts5Ttbcpa80United States2 months ago - Love the Podcast (and the dad jokes!)
Andy has been one of my go to podcast as I prepare for retirement. I’m planning to retire in September of this year. Definitely recommend listening to older episodes as they provide valuable insight on all retirement subjects…financial and non-financial. I’m a DIYer but if I were to pick an advisor, it would be Andy. Keep the dad jokes coming!
Apple Podcasts5KWSpursUnited States2 months ago
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Apple Podcasts | #171 | 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?
The show centers on practical retirement planning, covering IRAs, Roth IRAs, employer plans, taxes, Social Security, Medicare, withdrawal strategies, estate planning, and related topics. Episodes mix Q&A sessions with guests and in-depth explorations of strategies (e.g., backdoor Roths, RMDs, tax planning) and real-life retirement experiences. Listeners likely range from near-retirees to seasoned retirees seeking down-to-earth explanations, actionable tips, and honest discussions without sales-drive. A notable strength is the host's approachable, often humorous style and the use of real people and industry guests to illustrate concepts clearly.
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. Ready For Retirement
How many episodes of Retirement Planning Education, are there?
Retirement Planning Education, launched 4 years ago and published 199 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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What guests have appeared on Retirement Planning Education,?
Recent guests on Retirement Planning Education, include:
1. Bradley Hilton
2. Kevin Sebesta
3. Jason Cutitta
4. Kevin Lyles
5. Kevin Thompson
6. Beth Pinsker
7. Jackie Cummings Koski
8. Allen Mueller
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.