Retirement Planning Education, with Andy Panko Por arte de portada

Retirement Planning Education, with Andy Panko

De: Andy Panko
Escúchala gratis

  • Resumen

  • Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
    © 2024 Retirement Planning Education, with Andy Panko
    Más Menos
activate_primeday_promo_in_buybox_DT
Episodios
  • #108 – Retirement planning chat with "real" people, Ali & Alison Walker

    #108 – Retirement planning chat with "real" people, Ali & Alison Walker
    Jul 18 2024

    Andy chats with real people (not advisors) doing their own retirement planning. In this episode, Andy talks with Ali & Alison Walker, who live in Arizona currently but lived and traveled abroad for a few years after retiring. They talk about a wide array of retirement planning topics such as when Ali & Alison started getting serious about retirement planning, what they wish they would have known earlier, how they planned for the non-financial aspects of retirement, and a variety of financial topics such as Social Security, investing, portfolio distributions, how they plan to address any potential long term care scenarios and more!

    Links in this episode:

    • Ali & Alison's website - All Options Considered
    • Better Investing organization - here
    • Tanja Hester's Our Next Life blog - here


    • Tenon Financial monthly e-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
    Más Menos
    1 h y 38 m
  • #107 – Retirement planner chat, with Mike Powers from Manuka Financial

    #107 – Retirement planner chat, with Mike Powers from Manuka Financial
    Jul 11 2024

    Andy chats with fellow retirement planner Mike Powers, CPA, PFS, CFP®, from Manuka Financial. 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 help advise people who are spending more than planned, what consumers often overlook in retirement planning and much more!

    Links in this episode:

    • Mike's company's website - Manuka Financial
    • Michael Kitces website - here
    • Mr Money Mustache blog - here
    • ChooseFI financial independent community - here
    • Early Retirement Now website - here
    • Allan Roth from Wealth Logic - here
    • David Hulstrom from Financial Architects - here


    • Tenon Financial monthly e-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
    Más Menos
    1 h y 52 m
  • #106 - How to decide the optimal time to start your Social Security benefits

    #106 - How to decide the optimal time to start your Social Security benefits
    Jul 4 2024

    Andy talks about the main points to consider when deciding when to start your Social Security retirement benefits

    Links in this episode:

    • Tenon Financial June 2024 newsletter discussing how to optimize your Social Security claiming decision - here
    • Retirement Planning Education June 2024 blog discussing how to optimize your Social Security claiming decision - here
    • My YouTube video - Calculating Your Social Security Primary Insurance Amount


    • Tenon Financial monthly e-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
    Más Menos
    43 m
Más Menos

Lo que los oyentes dicen sobre Retirement Planning Education, with Andy Panko

Calificaciones medias de los clientes
Total
  • 5 out of 5 stars
  • 5 estrellas
    4
  • 4 estrellas
    0
  • 3 estrellas
    0
  • 2 estrellas
    0
  • 1 estrella
    0
Ejecución
  • 5 out of 5 stars
  • 5 estrellas
    3
  • 4 estrellas
    1
  • 3 estrellas
    0
  • 2 estrellas
    0
  • 1 estrella
    0
Historia
  • 5 out of 5 stars
  • 5 estrellas
    4
  • 4 estrellas
    0
  • 3 estrellas
    0
  • 2 estrellas
    0
  • 1 estrella
    0

Reseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.

Reseñas de Audible.com

Opiniones de Amazon
Ordenar por:
Filtrar por:
  • Total
    5 out of 5 stars
  • Ejecución
    5 out of 5 stars
  • Historia
    5 out of 5 stars
Imagen de perfil para Grateful customer

Great listen

Overall it’s very informative and pretty interesting. Appreciate the variety of information and real life examples

Denunciar

Se ha producido un error. Vuelve a intentarlo dentro de unos minutos.

Has calificado esta reseña.

Reportaste esta reseña

  • Total
    5 out of 5 stars
  • Ejecución
    4 out of 5 stars
  • Historia
    5 out of 5 stars
Imagen de perfil para steve

great topics

The podcast was very informative on important topics to me. latest rules changes on critical subjects. Keep up the good work!

Denunciar

Se ha producido un error. Vuelve a intentarlo dentro de unos minutos.

Has calificado esta reseña.

Reportaste esta reseña