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    Education

    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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    Copyright: © 2024 Retirement Planning Education, with Andy Panko

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    Latest Episodes:
    #104 – Retirement planning chat with a "real" person, Laura Maione Jun 20, 2024
    Show notes

    Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Laura Maione, who lives in Illinois and retired during the pandemic. They talk about a wide array of retirement planning topics such as when Laura started getting serious about retirement planning, what she wishes he would have known earlier, how she planned for the non-financial aspects of retirement, and a variety of financial topics such as Social Security, investing, portfolio distributions, how she plans to address any potential long term care scenarios and more!
    Links in this episode:

    • Bogleheads forum - here
    • Early Retirement - here
    • FireCalc - here
    • i-ORP Retirement Planner - here


    • 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
    #103 – Retirement planner chat, with Angie Furubotten-LaRosee from Avea Financial Planning Jun 13, 2024
    Show notes

    Andy chats with fellow retirement planner Angie Furubotten-LaRosee CFP®, from Avea 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 help advise people who are spending more than planned, what consumers often overlook in retirement planning and much more!
    Links in this episode:

    • Angie's company's website - Avea Wealth Management
    • Angie's "Questions to ask...when choosing a financial planner"
    • Michael Kitces content - here
    • International Living Magazine - here
    • Women of Influence Toastmasters Club - here


    • 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
    #102 - Highlights of the 2024 Social Security Trustees Report Jun 06, 2024
    Show notes

    Andy gives a summary of the key takeaways from the recently released 2024 Social Security Trustees Report
    Links in this episode:

    • The 2024 Social Security Trustees Report - here
    • The "Summary of Provisions That Would Change the Social Security Program" - here


    • 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
    #101 - Q&A edition...Choosing a custodian, 401(k) contribution limits, gift tax exclusion limits and MORE! May 30, 2024
    Show notes

    Listener Q&A where Andy talks about:

    • How to choose a brokerage firm/custodian to use ( 3:00 )
    • How frequently to rebalance your portfolio ( 11:46 )
    • Annual 401(k) contribution limits between employee and employer contributions ( 14:55 )
    • Understanding gift taxes, when a gift tax return is required, the lifetime gift/estate size exemption and the annual gift exclusion ( 19:08 )
    • The two different 5-year rules for Roth IRAs ( 24:03 )
    • How mortgages or home equity lines of credit play into how much of the gain on the sale of your primary residence can be excluded ( 28:43 )


    Links in this episode:

    • My YouTube video - Understanding Roth IRA Withdrawal Rules
    • My Podcast episode - Understanding the $250k or $500k gain exclusion on selling your primary residence


    • 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
    #100 – 100th episode celebration!!! Andy's 100 words of retirement planning wisdom May 23, 2024
    Show notes

    Thank you for your support through 100 episodes!!! 🥳 To celebrate the milestone of the 100th episode, Andy shares his 100 best bits of retirement planning wisdom, broken up into 10 topics of 10 pieces of wisdom each. The 10 topics are:
    1) Investments, 2) Social Security, 3) Medicare, 4) Taxes, 5) Estate & Legacy Planning, 6) Annuities & Life Insurance, 7) Pensions, 8) Long Term Care, 9) the Financial Advisory Industry and 10) Non-Financial & Life Planning
    Links in this episode:

    • Genworth Cost of Care Survey - here
    • FINRA's BrokerCheck - here


    • 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
    #099 – Retirement planning chat with a "real" person, Al DiSalvio May 16, 2024
    Show notes

    Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Al DiSalvio, who lives in New Jersey and plans on retiring in 2025. They talk about a wide array of retirement planning topics such as when Al started getting serious about retirement planning, what he wishes he would have known earlier and a variety of financial topics such as Social Security, investing, Roth conversions, how he recently took a work assignment abroad and more!
    Links in this episode:

    • Roger Whitney's Retirement Answer Man podcast - here
    • Rob Berger's YouTube channel - here
    • Joe Kuhn's YouTube channel - here


    • 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
    #098 – Retirement planner chat, with Lauren Hunt from Daybreak Wealth Management May 09, 2024
    Show notes

    Andy chats with fellow retirement planner Lauren Hunt, CFP®, from Daybreak Wealth Management. 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 someone has "enough" to retire, what consumers often overlook in retirement planning and much more!
    Links in this episode:

    • Lauren's company's website - Daybreak Wealth Management
    • Michael Kitces content - here
    • David Kelly content - here
    • Ian Bremmer content - here


    • 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
    #097 – Inherited IRA Required Minimum Distribution ("RMD") rules May 02, 2024
    Show notes

    Explanation of the Required Minimum Distribution ("RMD") rules for inherited IRAs
    Links in this episode:

    • The IRS's Single Life Expectancy Table
    • Charles Schwab's Inherited IRA Withdrawal Rules


    • 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
    #096 - Q&A edition...US government debt concerns, Health Savings Accounts, how to estimate taxes and MORE! Apr 25, 2024
    Show notes

    Listener Q&A where Andy talks about:

    • Am I concerned about the increasing amount of US government debt, and how do I think it will impact retirees' investments ( 1:32 )
    • Are there any custodians that offer Roth versions of SEP IRAs ( 16:58 )
    • Is there a simple way to estimate what your total taxes will be for the year ( 19:28 )
    • Could it make sense to invest in municipal bonds instead of bonds where the interest is taxable - even if the after-tax yield of the non-municipal bonds is higher - if the interest from the municipal bonds will have smaller impact on Modified Adjusted Gross Income for things like Medicare premium surcharges and Affordable Care Act premium tax credits ( 26:01 )
    • A listener's feedback on why he feels a living/revocable trust was a good idea for him ( 31 :48 )
    • How much money is TOO MUCH to have in a Health Savings Account ("HSA") ( 36:16 )
    • Is it better to take a year's Required Minimum Distribution ("RMD") all at once, or spread out throughout the year ( 42:05 )


    Links in this episode:

    • 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
    #095 – Retirement planning chat with a "real" person, Judy Ocaya Apr 18, 2024
    Show notes

    Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Judy Ocaya, who lives in California and retired in 2019. They talk about a wide array of retirement planning topics such as when Judy started getting serious about retirement planning, what she wishes he would have known earlier, how she planned for the non-financial aspects of retirement, and a variety of financial topics such as Social Security, investing, portfolio distributions, how she leveraged her professional experience as a retirement plan actuary and more!
    Links in this episode:

    • 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
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