• Retirement Planning Education, with Andy Panko

  • 著者： Andy Panko
  • ポッドキャスト

Retirement Planning Education, with Andy Panko

著者： Andy Panko
無料で聴く

  • サマリー

  • Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
    © 2024 Retirement Planning Education, with Andy Panko
    続きを読む 一部表示

あらすじ・解説

Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
© 2024 Retirement Planning Education, with Andy Panko
続きを読む 一部表示
エピソード
  • #133 – Retirement planner chat, with Eric Niergarth from Retirement Roadmap Financial Planning

    #133 – Retirement planner chat, with Eric Niergarth from Retirement Roadmap Financial Planning
    2025/01/09

    Andy chats with fellow retirement planner Eric Niergarth, CFP®, RICP® from Retirement Roadmap Financial Planning. 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, how to know when people have enough to retire, what consumers often overlook in retirement planning and much more!

    Links in this episode:

    • Eric's advisory company website - Retirement Roadmap Financial Planning


    To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com

    • Tenon Financial monthly e-newsletter - Retirement Planning Insights
    • Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
    • YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
    • Retirement Planning Education website - www.RetirementPlanningEducation.com
    続きを読む 一部表示
    1 時間 9 分
  • #132 - Why the value in financial advisory services can't actually be measured

    #132 - Why the value in financial advisory services can't actually be measured
    2025/01/02

    Andy explains how there is definitely value in good financial advisory services, but how it's impossible to quantify that value and is often disingenuous for advisors to claim they can, or for studies to try to put a number on it


    Links in this episode:

    • Vanguard's research paper - Putting a value on your value: Quantifying Vanguard Advisor's Alpha
    • My article - How Much are Your Services Worth?
    • My article - Advisors Fees are Broken


    • Tenon Financial monthly e-newsletter - Retirement Planning Insights
    • Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
    • YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
    • Retirement Planning Education website - www.RetirementPlanningEducation.com


    To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com
    続きを読む 一部表示
    57 分
  • #131 - Q&A edition...mutual funds vs ETFs, traditional vs rollover IRAs, how much umbrella insurance to get and MORE!

    #131 - Q&A edition...mutual funds vs ETFs, traditional vs rollover IRAs, how much umbrella insurance to get and MORE!
    2024/12/26

    Listener Q&A where Andy talks about:

    • What's the difference between index mutual funds and index ETFs, and why choose one over the other ( 6:32 )
    • Is a three-fund index fund portfolio reasonable for someone in the decumulation phase of life ( 17:04 )
    • What's the difference between a "rollover" and "traditional" IRA ( 20:54 )
    • How much of your net worth should you cover with umbrella insurance ( 24:32 )
    • What should someone do about a pre-tax employer plan they don't really need if they're only in their 60s and still a few years away from Required Minimum Distributions ( 33:17 )
    • What to consider when deciding whether to roll an old employer 403(b) into a new employer's 403(b) or to an IRA ( 36:30 )
    • What tax prep courses are there for individuals to learn about doing their own taxes ( 39:13 )
    • Discussion of "bullet" maturity bond funds/ETFs ( 42:30 )


    To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com


    • My company newsletter - Retirement Planning Insights
    • Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
    • YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
    • Retirement Planning Education website - www.RetirementPlanningEducation.com
    続きを読む 一部表示
    57 分

Retirement Planning Education, with Andy Pankoに寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。