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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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- 2 days ago1h 22m
#230 - "Hot topics" edition...Andy and Jonathan Vance talk about bonds & bond funds, Roth conversions, when to use HSAs, stock allocations, paying taxes, and MORE!
Andy and Jonathan Vance from Vance Financial Planning share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: their thoughts on using bonds vs bond funds, bond ladders vs total return, etc. ( 7:13 )when Roth conversions might make sense, and how they're often oversold by the industry ( 20:17 )when to consider using money in a Health Savings Account, or HSA ( 32:24 )when to start reducing stock exposure in your overal...
- 1 weeks ago1h 6m
#229 - 2026 year-end tax planning tips and items to consider
Andy shares some year-end tax planning tips, deadlines and things to consider around the following topics: contributions to qualified accountsRoth conversionsdistributions from qualified accountsRequired Minimum Distributions ("RMDs")charitable donations, including new deductibility provisions for 2026Qualified Charitable Distributions ("QCDs") from IRAsgiftingtax loss and tax gain harvestingdoing a projected/pro forma 2026 tax return2026 changes to eligibility rules for Affordable Care Act (...
- 2 weeks ago1h 9m
#228 - Special edition...MarketWatch columnist Beth Pinsker discusses the most common questions asked by her readers
Andy and MarketWatch columnist Beth Pinsker, CFP®, discuss the most common questions she gets from her readers: Am I doing this (i.e. financial planning) right? ( 11:22 )Should I do a Roth conversion? ( 21:10 )Can I make this large purchase I'm considering? ( 30:13 )When should I claim Social Security? ( 47:40 )Various questions around estate planning and choosing a caregiver ( 52:57 ) Links in this episode: Beth's website, include info about her book - https://bethpinsker.com/Beth's Mar...
- 3 weeks ago1h 8m
#227 - Q&A edition...Roth conversions, IRA basis tracking & Form 8606, Alternative Minimum Tax credits, Fixed Indexed Annuities & IRA RMDs, and MORE!
Listener 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 a previously discussed question of whether it's better to pay $27k of tax to do a $100k Roth conversions, or to contribute $27k to an employer Roth account via the mega backdoor Roth contribution approach ( 7:26 )A clarification about a previously ...
- Oct 15, 20261h 18m
#226 – "Real" person retirement planning chat with Mike
Andy 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 Paul Merriman, how he adapted going from accumulation to decumulation mode, how he used a health sharing organization in lieu of traditional health insurance prior to starting Medicare, his thoughts on trying to downsize homes, and more! Links ...
- Oct 8, 20261h 18m
#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!
Andy 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 grandchild in a 529 vs Trump account vs UTMA brokerage account ( 9:19 )What errors and missed items they commonly see in reviewing tax returns ( 18:28 )Their thoughts on the current state of affairs of the bond market ( 25:10 )What to do with appreciated mutual funds...
- Oct 1, 20261h 27m
#224 - The basics of bonds: what they are, how they work, and how to use them in retirement planning
Andy 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 funds Links in this episode: Tenon Financial's October 1 newseltter - The basics of bonds: what they are, how they work, and how to use them in retirement planningAndy's YouTube video - Bonds, bond prices, and bond yields Tenon Financial monthly e-newsletter - Re...
- Sep 24, 20261h 0m
#223 - Q&A edition...the 4% rule, Artificial Intelligence and the planning world, RMDs vs annuity income, TIPS, and MORE!
Listener 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 taxes on it ( 4:01 )Why the 4% rule isn't called the 3% rule, when working with an advisor who charges 1% of assets under management ( 13:52 )His thoughts on how Artificial Intelligence might impact the advisory world with regards to service offering...
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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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