Retirement Planning Education, with Andy Panko By cover art

Retirement Planning Education, with Andy Panko

By: Andy Panko
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  • Summary

  • 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
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Episodes
  • #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
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    1 hr and 38 mins
  • #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
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    1 hr and 52 mins
  • #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
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    43 mins
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Great listen

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

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great topics

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

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