The Mel Robbins Podcast
Mel Robbins
Education
Retirement Planning Education, with Andy Panko
by Andy Panko
Today: #113 in Education on our combined chart.
Chart positions today
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Ranking history
History builds daily. We started tracking this show on the Education chart recently, so the trend line appears after a second day of data.
View as table
| Date | Apple Podcasts |
|---|---|
| Oct 2 | #86 |
About the show
Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
Latest episodes
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#224 - The basics of bonds: what they are, how they work, and how to use them in retirement planning
October 1, 2026 · 1 hr 27 minAndy discusses the basics of bonds, including: Basic features and functions of bondsThe risks in bondsBond issuers and maturitiesHow bonds can be usedHow and why bond prices changes, and how interest rates impact pricesBonds vs bond…
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#223 - Q&A edition...the 4% rule, Artificial Intelligence and the planning world, RMDs vs annuity income, TIPS, and MORE!
September 24, 2026 · 1 hr 0 minListener Q&A where Andy talks about: Follow up thoughts on a previous question about whether it's better to use $27k of cash to make a mega backdoor Roth contribution, or to do a $100k in-plan Roth conversion and use the $27k to pay the…
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#222 - All about pensions...what they are, how they work, how to decide between taking lifetime payments or a lump sum, and MORE! [replay of Andy's appearance on the Catching up to FI podcast]
September 17, 2026 · 1 hr 44 minIn this replay of Andy's recent guest appearance on the Catching up to FI podcast, Andy and hosts Bill Yount, MD, and Jackie Cummings Koski, CFP®, AFC®, talk all about traditional defined benefit pensions. What they are, how they work, how…
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#221 - Retirement planner chat with Ryan Langan from Your Path Fi
September 10, 2026 · 1 hr 37 minAndy chats with fellow retirement planner Ryan Langan, CFP®, from Your Path Fi. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care…
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#220 - How to move to a new state...tax compliantly
September 3, 2026 · 1 hr 25 minAndy discusses what all is involved in moving to a new state, from a tax perspective...properly changing your "domicile" and "residence" to the new state. Spoiler alert: It's not necessarily as simple as buying a house and spending at…
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#219 - Q&A edition...paying down a mortgage vs paying tax on Roth conversions, Social Security survivor benefits, converting ALL pre-tax money to Roth, updating account beneficiaries, and MORE!
August 27, 2026 · 1 hr 5 minListener Q&A where Andy talks about: Whether to use money in a 457b to pay down a mortgage or to pay taxes on Roth conversions ( 7:56 )How Social Security survivor benefits work, and the optimal ages for spouses to each claim their own…
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#218 – "Real" person retirement planning chat with Mark
August 20, 2026 · 1 hr 42 minAndy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Mark. They talk about a wide array of retirement planning topics such as when he started getting serious about planning…
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#217 - Q&A edition...unrealized gains in brokerage accounts, variable withdrawal strategies, unused 529 funds, protecting against fraud from advisors and MORE!
August 13, 2026 · 1 hr 9 minListener Q&A where Andy talks about: How to sell and rebalance positions in a brokerage account when they have unrealized gains and you're trying to be tax-efficient about it ( 7:06 )His thoughts on a few different variable portfolio…