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Similar topics: retirement and annuities
Education
Retirement Planning Education, with Andy Panko
by Andy Panko
Today: #161 in Education on our combined chart.
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Ranking history · Ireland
No ranking history for this show in Ireland over the last 7 days.
Latest episodes
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#227 - Q&A edition...Roth conversions, IRA basis tracking & Form 8606, Alternative Minimum Tax credits, Fixed Indexed Annuities & IRA RMDs, and MORE!
October 22, 2026 · 1 hr 8 minListener Q&A where Andy talks about: A correction about the previously discussed topic of contributing to a child's Roth IRA if they have earnings but don't file a tax return and don't have the earnings reported on a W-2 ( 3:52 )Follow up…
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#226 – "Real" person retirement planning chat with Mike
October 15, 2026 · 1 hr 18 minAndy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Mike. They talk about a wide array of retirement planning topics such as how he learned important investing insights from…
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#225 - "Hot topics" edition...Andy and Dan VanDusen talk about 529s vs Trump accounts vs UTMA brokerage accounts, common errors on tax returns, the current state of the bond market and MORE!
October 8, 2026 · 1 hr 19 minAndy and Dan VanDusen from Objective Wealth share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: How to decide between investing money for a child or…
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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…
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#216 - Trump accounts: what they are, how they work, and use cases
August 6, 2026 · 1 hr 36 minAndy discusses the ins and outs of Trump accounts: Legislative backgroundHow to open themHow to fund themInvesting inside themHow to distribute from themReporting around themTaxation of themThe two potential worthwhile use cases I see for…
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!