By Andy Panko
4.9
588588 ratings
The podcast currently has 129 episodes available.
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jane (anonymous name). They talk about a wide array of retirement planning topics such as dealing with the unexpected death of a spouse, self-educating on retirement and tax planning, doing a really large Roth conversion, Social Security survivor benefits, healthcare options in retirement and more!
Links in this episode:
To send Andy questions to be addressed on future Q&A episodes, email [email protected]
Andy chats with fellow retirement planner Jamie Lima, CFP®, CDFA from Woodson Wealth Management and Allegiant Divorce Solutions. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when people have enough to retire, what consumers often overlook in retirement planning and much more! Also, Jamie interjects his experience and knowledge around divorce-related matters in the retirement and financial planning processes.
Links in this episode:
To send Andy questions to be addressed on future Q&A episodes, email [email protected]
Andy talks about the basics of what to know regarding taxes and tax planning in retirement. Topics discussed include:
To send Andy questions to be addressed on future Q&A episodes, email [email protected]
Links in this episode:
Special edition episode in which Andy shares his views on whether the below 12 rules of thumb are accurate or not:
To send Andy questions to be addressed on future Q&A episodes, email [email protected]
Links in this episode:
Listener Q&A where Andy talks about:
To send Andy questions to be addressed on future Q&A episodes, email [email protected]
Links in this episode:
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Doug Mann. They talk about a wide array of retirement planning topics such as retiring and living abroad in Thailand and the unique planning considerations involved with being abroad full-time
Links in this episode:
To send Andy questions to be addressed on future Q&A episodes, email [email protected]
Andy chats with fellow retirement planner Erik Barnes, CFP® from Retirement Portfolio Partners. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when people have enough to retire, what consumers often overlook in retirement planning and much more!
Links in this episode:
To send Andy questions to be addressed on future Q&A episodes, email [email protected]
Andy appeared as a guest/co-host on the September 23, 2024 episode of Rob Berger's YouTube live stream video series. In it, they discussed taxes and tax planning in retirement, as well as a host of other questions such as account rebalancing, Roth conversion analysis, and more! There was also plenty of live Q&A from Rob's loyal followers/watchers.
For those who don't already know, Rob Berger has one of the best YouTube channels out there for straight-shooting, educational and informative content about retirement planning and investing. You can find a link to the channel and this specific episode below.
Links in this episode:
To send Andy questions to be addressed on future Q&A episodes, email [email protected]
Listener Q&A where Andy talks about:
To send Andy questions to be addressed on future Q&A episodes, email [email protected]
Links in this episode:
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Alison (last name not disclosed). They talk about a wide array of retirement planning topics such as the unique planning considerations of having a spouse who's nearly 10 years younger and how an unexpected major medical condition a few years ago resulted in her being on long term disability, presumably through when she starts Social Security. They also talk about about what she wishes she would have known earlier and a variety of financial topics such as Social Security, how they got a late start in getting serious about saving for retirement and more!
Links in this episode:
To send Andy questions to be addressed on future Q&A episodes, email [email protected]
The podcast currently has 129 episodes available.
418 Listeners
712 Listeners
1,893 Listeners
705 Listeners
1,231 Listeners
411 Listeners
473 Listeners
454 Listeners
522 Listeners
497 Listeners
695 Listeners
130 Listeners
483 Listeners
149 Listeners
110 Listeners