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Retirement Planning Education, with Andy Panko: Daily Summaries Delivered
by 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!
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- 3 days ago1h 44m
#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]
In 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 to decide between taking payments vs a lump sum and much more! Links in this episode: The original audio version of the Catching up to FI podcast episode - https://podcasts.apple.com/us/podcast/are-pensions-really-dead-the-surprising-value-of/id1664430924?...
- 1 weeks ago1h 36m
#221 - Retirement planner chat with Ryan Langan from Your Path Fi
Andy 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 insurance, what consumers often overlook in retirement planning and much more! Links in this episode: Ryan's advisory company website - https://www.yourpathfi.com/ Tenon Financial monthly e-newsletter - Retirement Planning InsightsYouTube channel - Retirem...
- 2 weeks ago1h 24m
#220 - How to move to a new state...tax compliantly
Andy 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 least six months and a day in the new state! Links in this episode: My in-depth write-up of changing state domicile and residence, examples and court cases of people who did and didn't properly change their domicile and residence, and more! - How to move to a ...
- 3 weeks ago1h 5m
#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!
Listener 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 Social Security ( 18:54 )His thoughts on why the Social Security trust fund hasn't been allowed to invest in equities ( 25:36 )Creating spreadsheets to replace financial planning software, and using it to help your ongoing retirement planning and proj...
- Aug 20, 20261h 41m
#218 – "Real" person retirement planning chat with Mark
Andy 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 for retirement, how he got comfortable going from accumulation to decumulation mode, how he and his wife are navigating health insurance prior to Medicare eligibility, why he randomly showed up in Andy's office one day, and more! Links in this ep...
- Aug 13, 20261h 9m
#217 - Q&A edition...unrealized gains in brokerage accounts, variable withdrawal strategies, unused 529 funds, protecting against fraud from advisors and MORE!
Listener 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 withdrawal strategies, namely Amortization Based Withdrawals ("ABW"), Total Portfolio Allocation Withdrawals ("TPAW") and Big ERN's CAPE-based approach ( 14:10 )Converting to a Roth IRA money you plan on spending in the near-term, instead of outright di...
- Aug 6, 20261h 36m
#216 - Trump accounts: what they are, how they work, and use cases
Andy 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 them Links in this episode: My in-depth write-up of Trump accounts, including all of the links I referenced in the show - Trump accounts: what they are, how they work, and use cases Tenon Financial monthly e-newsletter - Retirement Planning InsightsYouTube...
- Jul 30, 202655 min
#215 - Summary of the 2026 annual Social Security trustees report
Andy summarizes the recent 2026 annual Social Security trustees report, including what it would actually mean if the system's trust fund were to deplete, and what changes can be made to ensure that doesn't happen Links in this episode: The full 2026 Social Security trustees report - hereSummary of the recently proposed PROMISE Act - hereThe recent episode of Inspired Money with me, Wade Pfau and Mary Beth Franklin discussing all things Social Security - here Tenon Financial monthly e-newsl...
About Retirement Planning Education, with 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!
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