Retirement Planning Education, with Andy Panko
En podkast av Andy Panko - Torsdager
147 Episoder
-
#144 - Q&A edition...Rule of thumb for retirement income needs, qualified vs ordinary dividends, Social Security taxation and MORE!
Publisert: 27.3.2025 -
#143 – Retirement planning chat with a "real" person, Jim Jones
Publisert: 20.3.2025 -
#142 - "Hot topics" edition...Andy and Mike Powers talk about tariffs, TIPs, international stocks, data/cyber security and MORE!
Publisert: 13.3.2025 -
#141 - Determining how much Roth conversion to do in a given year
Publisert: 6.3.2025 -
#140 - Q&A edition...Donor Advised Funds, back door Roth IRA contributions, 10-year Treasury bonds, crypto and MORE!
Publisert: 27.2.2025 -
#139 – Retirement planning chat with a "real" person, John McLaurin
Publisert: 20.2.2025 -
#138 – Retirement planner chat, with Liz Yoder from Dependent Financial Planning
Publisert: 13.2.2025 -
#137 - 7 scenarios where it might be beneficial to do Roth conversions
Publisert: 6.2.2025 -
#136 - Guest host edition...Mike Powers walks through his retirement planning checklist
Publisert: 30.1.2025 -
#135 - Q&A edition...understanding financial advisor's titles, repeal of Social Security WEP & GPO, umbrella insurance and MORE!
Publisert: 23.1.2025 -
#134 – Retirement planning chat with a "real" person, Brian Alexander
Publisert: 16.1.2025 -
#133 – Retirement planner chat, with Eric Niergarth from Retirement Roadmap Financial Planning
Publisert: 9.1.2025 -
#132 - Why the value in financial advisory services can't actually be measured
Publisert: 2.1.2025 -
#131 - Q&A edition...mutual funds vs ETFs, traditional vs rollover IRAs, how much umbrella insurance to get and MORE!
Publisert: 26.12.2024 -
#130 – Retirement planning chat with a "real" person, Peter Townsend
Publisert: 19.12.2024 -
#129 – Retirement planner chat, with Andrew Gray from Gray Wealth Strategies
Publisert: 12.12.2024 -
#128 - How to decide whether to own or rent your home in retirement
Publisert: 5.12.2024 -
#127 - Q&A edition...concentration in the S&P 500, direct indexing, how to transfer accounts from one broker to another and MORE!
Publisert: 28.11.2024 -
#126 – Retirement planning chat with a "real" person, Jane
Publisert: 21.11.2024 -
#125 – Retirement planner chat, with Jamie Lima from Woodson Wealth Management
Publisert: 14.11.2024
Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
