Retirement Planning Education, with Andy Panko
Andy Panko
Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
Episodes
Mentioned books
Sep 1, 2022 • 42min
#038 - Understanding Affordable Care Act ("ACA") health insurance and premium tax credit subsidies
Explanation of health insurance offered through the Affordable Care Act (aka ACA or ObamaCare) and subsides for such insurance in the form of premium tax creditsLinks in this episode:IRS Form 8962 - hereMy YouTube video - Affordable Care Act Premium Tax CreditsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Newsletter - Retirement Planning Insights
Aug 25, 2022 • 42min
#037 - There's a lot value in retirement planning, but it can't actually be measured
Discussion of how there is a lot of value in retirement planning & investment management, but how it's impossible to actually quantify and measure that valueLinks in this episode:Link to my Rethinking65 article - "How Much Are Your Services Worth?"Link to FINRA BrokerCheck - hereLink to my YouTube video - How to Find a Financial Advisor, Part 1 of 3Link to my YouTube video - How to Find a Financial Advisor, Part 2 of 3Link to my YouTube video - How to Find a Financial Advisor, Part 3 of 3Facebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Newsletter - Retirement Planning Insights
Aug 18, 2022 • 39min
#036 - Q&A edition...Roth conversion optimization, tax on crypto, when to start annuity payments and more!
Listener Q&A where Andy answers questions about:Whether I prefer simplification or optimization in financial planningRoth conversion optimizationIs crypto mining taxableHow to buy I Bonds through tax return refundsWhat positions to sell when distributing from an IRAWhen to start annuity paymentsLinks in this episode:Facebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Newsletter - Retirement Planning Insights
Aug 11, 2022 • 39min
#035 - Everything you wanted to know about long term care insurance, with Kerry Peabody (Part 2 of 2)
Part 2 of 2 of the audio replay of my previous video with Kerry Peabody from Clark Insurance where we talked all about long term care insuranceHow to contact Kerry - https://www.clarkinsurance.com/long-term-care-insurance/Replay of the original video - hereLinks in this episode:Facebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Newsletter - Retirement Planning Insights
Aug 4, 2022 • 39min
#034 - Everything you wanted to know about long term care insurance, with Kerry Peabody (Part 1 of 2)
Part 1 of 2 of the audio replay of my previous video with Kerry Peabody from Clark Insurance where we talked all about long term care insuranceHow to contact Kerry - https://www.clarkinsurance.com/long-term-care-insurance/Replay of the original video - hereLinks in this episode:Facebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Newsletter - Retirement Planning Insights
Jul 28, 2022 • 38min
#033 - Summary of different portfolio withdrawal strategies
Explanation of the various portfolio withdrawal strategiesLinks in this episode:Facebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Newsletter - Retirement Planning Insights
Jul 21, 2022 • 39min
#032 - Q&A edition...spousal Roth IRAs, 401(k) to Roth IRA conversions, self-funding LTC and more!
Listener Q&A where Andy answers questions about:Spousal Roth IRAs401(k) to Roth IRA conversionsSplitting up IRAs to have different beneficiaries for eachInvesting money earmarked for potential future long term care expensesHow I named my company, Tenon FinancialIRS website link about direct vs indirect rollovers - hereFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Newsletter - Retirement Planning Insights
Jul 14, 2022 • 40min
#031 - What is a bond ladder?
Explanation of a bond ladder and how to build oneYouTube Video - "What is Sequence of Return Risk"YouTube Video - "Bonds, Bond Prices and Bond Yields"Facebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Newsletter - Retirement Planning Insights
Jul 7, 2022 • 35min
#030 - Dividend Investing and Equity Income Strategies, with Chris D'Agnes (Part 2 of 2)
Part 2 of 2 of the replay of my previously aired Facebook live video with Chris D'Agnes, CFA, Partner and Co-Portfolio Manager at Hamlin Capital Management. Chris talked about the high dividend equity portfolio he manages and why dividends are an important part of investing for retireesFull video replay with Chris - hereFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Newsletter - Retirement Planning Insights
Jun 30, 2022 • 56min
#029 - Dividend Investing and Equity Income Strategies, with Chris D'Agnes (Part 1 of 2)
Part 1 of 2 of the replay of my previously aired Facebook live video with Chris D'Agnes, CFA, Partner and Co-Portfolio Manager at Hamlin Capital Management. Chris talked about the high dividend equity portfolio he manages and why dividends are an important part of investing for retireesFull video replay with Chris - hereFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Newsletter - Retirement Planning Insights
