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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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- Yesterday55 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...
- 1 weeks ago1h 8m
#214 - Q&A edition...Roth conversions, directionality vs precision, separately managed accounts, tax return extensions and MORE!
Listener Q&A where Andy talks about: Should Roth conversion analysis look at marginal or effective tax rates ( 4:21 )His thoughts on why qualified Roth account distributions might eventually be included in certain measures of Modified Adjusted Gross Income ("MAGI") ( 8:28 )What other MAGIs are potentially impacted and should be watched out for with doing Roth conversions ( 12:38 )The difference between "directionality" and "precision" in retirement planning ( 20:40 )Is it reasonably...
- 2 weeks ago1h 17m
#213 – "Real" person retirement planning chat with Tom
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Tom. They talk about a wide array of retirement planning topics such as when he started getting serious about planning for retirement, why he went back to work as a consultant a year after retiring, why their plans of relocating to a different state have since changed, what his Roth conversion plan is, and more! Links in this episode: Tenon Financial monthly e-n...
- 3 weeks ago1h 38m
#212 - "Hot topics" edition...Andy and Tanya Nichols talk about having mortgages in retirement, when to start spending down HSAs, what might happen to Social Security and MORE!
Andy and Tanya Nichols from Retire Agile share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: How we help clients get over the hurdle of actually spending their savings ( 10:27 )Their thoughts on having mortgages in retirement ( 22:27 )What they think is likely to happen to the Social Security system, and what changes might be made in advance of the trust fund depleting in a few years ( 34:56 )When people should...
- 4 weeks ago1h 13m
#211 – 8 common tax planning mistakes often made in retirement
Andy discusses common tax planning mistakes often made in retirement. Additionally, he shares insight on how to attempt to prevent such mistakes, and/or fix them after they've happened The 8 common mistakes are: Not paying enough income tax timely throughout the year, and having underpayment penalties as a resultMissing or not taking the correct amount of Required Minimum Distributions (“RMDs”)Having improper beneficiary designationsNot properly applying Roth account withdrawal rulesNot und...
- Jun 25, 20261h 9m
#210 - Q&A edition...Mega backdoor Roth contributions, nonqualified annuities, exceptions to the IRA early withdrawal penalty, when to hire an advisor, how much is too much to pay for an advisor and MORE!
Listener Q&A where Andy talks about: Are tax return amendments needed if info from a 1099-R was left out but doesn't impact the return's gross or taxable income ( 4:08 )What are the pros and cons of using average cost basis tracking for mutual funds ( 8:36 )Tax implications of nonqualified annuities and surrendering vs annuitizing it ( 13:55 )Is there a more optimized way to pay taxes on in-plan Roth conversions as opposed to having additional taxes withheld from your paycheck ( 23:...
- Jun 18, 20261h 27m
#209 – "Real" person retirement planning chat with Mark Ross from the Rock Retirement Club
Andy and Mark Ross from the Rock Retirement Club talk about Mark's journey in retiring to become an "encorepreneur" by starting a coaching business, and spending more time creating art. They also address some of standard "real person" planning questions such healthcare before Medicare, Social Security claiming, the emotional transition to leaving the corporate world, and more! Links in this episode: Mark's coaching website - https://www.nextthinggroup.com/Mark's Instagram site...
- Jun 11, 20261h 41m
New #208 - "Hot topics" edition...Andy and Adam Grossman talk about analyzing annuities, retiring to a different state, bonds vs bond funds, inflation and MORE!
Andy and Adam Grossman from Mayport Wealth Management share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: How to analyze an existing annuity and whether to keep it, exchange it to another annuity or surrender it ( 11:44 )The different things to factor in when considering retiring to a different state ( 23:18 )What to do with your investments regarding concerns about the U.S.'s national debt, potential inflation...
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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