By Andy Panko
4.9
577577 ratings
The podcast currently has 127 episodes available.
Andy talks about the basics of what to know regarding taxes and tax planning in retirement. Topics discussed include:
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Special edition episode in which Andy shares his views on whether the below 12 rules of thumb are accurate or not:
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Listener Q&A where Andy talks about:
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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
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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!
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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.
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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]
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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!
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To send Andy questions to be addressed on future Q&A episodes, email [email protected]
Andy chats with fellow retirement planner Roger Whitney, CFP®, CIMA®, CPWA® from The Retirement Answer Man podcast. In this episode they talk about a wide array of retirement planning topics such as tax planning, investing, annuities, how to help advise people get over the hurdle of not wanting to spend their money, what consumers often overlook in retirement planning and much more!
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To send Andy questions to be addressed on future Q&A episodes, email [email protected]
Andy summarizes the tax-related concepts to know when giving to charities, and summarizes a few ways in which to make your charitable donations as tax-efficient for you as possible
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To send Andy questions to be addressed on future Q&A episodes, email [email protected]
The podcast currently has 127 episodes available.
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