Retirement Planning Education, with Andy Panko

Andy Panko

Topics: Education

No. 85 in Education▲5

Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!

Latest episode#228 - Special edition...MarketWatch columnist Beth Pinsker discusses the most common questions asked by her readersOctober 29, 2026 · 70 min

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Latest episodes

1. #228 - Special edition...MarketWatch columnist Beth Pinsker discusses the most common questions asked by her readersOctober 29, 2026 · 70 min
2. #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 · 68 min
3. #226 – "Real" person retirement planning chat with MikeOctober 15, 2026 · 78 min
4. #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 · 79 min
5. #224 - The basics of bonds: what they are, how they work, and how to use them in retirement planningOctober 1, 2026 · 87 min
6. #223 - Q&A edition...the 4% rule, Artificial Intelligence and the planning world, RMDs vs annuity income, TIPS, and MORE!September 24, 2026 · 60 min
7. #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 · 104 min
8. #221 - Retirement planner chat with Ryan Langan from Your Path FiSeptember 10, 2026 · 97 min
9. #220 - How to move to a new state...tax compliantlySeptember 3, 2026 · 85 min
10. #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 · 65 min

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