Retirement Planning Education, with Andy Panko

#150 - "Hot topics" edition...Andy and Brian Tegtmeyer talk about retiring in a down market, concerns about Social Security, making estimated tax payments and MORE!

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Andy and Brian Tegtmeyer share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: 

  • Should someone delay their planned retirement if the markets are bad ( 6:50 )
  • Should someone cancel or delay taking a big trip in retirement if the markets are bad ( 13:48 )
  • Should someone start Social Security earlier than they were otherwise planning to since there appears to be increased uncertainty about the future strength of the system ( 18:22 )
  • Do people need to make estimated tax payments in retirement ( 26:44 )
  • If someone has never worked with an advisor and has always DIY'd their own planning, should they continue to DIY it in retirement ( 32:49 )
  • Are inheritances taxable, and what should people do with them ( 41:58 )
  • Tax smart ways to do charitable giving in retirement ( 54:01 )
  • Do gift givers or receivers of gifts have to pay tax on gifts ( 57:49 )


Links in this episode:

  • Brian's firm - Truly Prosper Financial Planning
  • Sara Grillo's list of flat fee advisors - here
  • Advisors in the Advice Only Network - here


To send Andy questions to be addressed on future Q&A episodes, email [email protected]


  • My company newsletter - Retirement Planning Insights
  • Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
  • YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
  • Retirement Planning Education website - www.RetirementPlanningEducation.com
...more
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Retirement Planning Education, with Andy PankoBy Andy Panko
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