Retirement Planning Education, with Andy Panko

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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!

Latest Episodes:

#076 - What exactly is "Financial Planning?" May 25, 2023

Show notes

Explanation of what financial planning is (and isn't)
Links in this episode:

Retirement Planning Education podcast episode #015 - What do all of the letters mean after financial advisors' names
Retirement Planning Education podcast episode #053 - What is tax planning

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

#075 - Qualified Charitable Distributions ("QCDs") May 18, 2023

Show notes

Explanation of what Qualified Charitable Distributions ("QCDs") are and why they're the most tax-efficient way to donate cash
Links in this episode:

Retirement Planning Education podcast episode #051 - Introductory overview of the federal income tax system
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

#074 - How to break up with your financial advisor May 11, 2023

Show notes

Explanation of the process for how to part ways with your financial advisor
Links in this episode:

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

#073 - What does it actually mean to be a "fiduciary," and does it matter? May 04, 2023

Show notes

Explanation of what it means to be a fiduciary and why that term has become a marketing buzzword
Links in this episode:

Boomer Benefits website - https://www.BoomerBenefits.com

FINRA BrokerCheck - here

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

#072 - The benefit of "step up in basis" Apr 27, 2023

Show notes

Explanation of "step up in basis" and how it can make unrealized taxable gains magically disappear when leaving property to heirs
Links in this episode:

Boomer Benefits Facebook group page - https://www.facebook.com/groups/508122746351903

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

#071 - Understanding the $250k or $500k gain exclusion on selling your primary residence Apr 20, 2023

Show notes

Summary of the "Section 121" exclusion of up to $500k of gain on selling your primary residence
Links in this episode:

Boomer Benefits website - https://www.BoomerBenefits.com

IRS Publication 523 - here

My podcast about the Net Investment Income Tax - here

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

#070 - Q&A edition...dividend reinvestment, gifting stocks, Social Security survivor benefits and MORE! Apr 13, 2023

Show notes

Listener Q&A where Andy talks about:

Whether or not to reinvest dividends when in retirement
Capital gain exclusion when selling a primary residence, and the "step up in basis" when leaving a primary residence to heirs
How the Social Security "earnings test" impacts benefits when under Full Retirement Age and still working
How to amend a tax return
Considerations when gifting stock that has appreciated in value

Links in this episode:

Boomer Benefits Facebook group page - https://www.facebook.com/groups/508122746351903

My podcast episode about the 4% Rule - here

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

#069 - Highlights of the 2023 Social Security Trustees Report Apr 06, 2023

Show notes

Summary of the key takeaways from the 2023 Social Security Trustees Report
Links in this episode:

Boomer Benefits website - https://www.BoomerBenefits.com

SSA press release about the 2023 Trustees report, with link to the full report - https://www.ssa.gov/news/press/releases/2023/#3-2023-3

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

#068 - What happens to my investments if my broker goes under? Mar 30, 2023

Show notes

Explanation of what happens to investments when a broker fails, and why that is a very different (and generally better) scenario for clients than a bank failing
Links in this episode:

Boomer Benefits Facebook group page - https://www.facebook.com/groups/508122746351903

Schwab's CEO, Walt Bettinger, on CNBC - https://www.aboutschwab.com/walt-bettinger-on-financial-stability
Charles Schwab and Walt Bettinger's industry perspective - https://www.aboutschwab.com/updated-our-most-recent-perspective-on-industry-events

Rob Berger's YouTube video about brokerage failures - https://youtu.be/wz64z1YuL0A

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

#067 - Why are banks failing and should we be concerned about more failures? Mar 23, 2023

Show notes

Discussion of the basics of the U.S.'s monetary and banking systems, and why there have recently been multiple bank failures. And, should we be concerned about the broader banking system and more failures going forward?
Links in this episode:

Boomer Benefits website - https://www.BoomerBenefits.com

FDIC Electronic Deposit Insurance Estimator ("EDIE") calculator - https://edie.fdic.gov/calculator.html

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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