Retirement Planning Education, with Andy Panko

Latest Episodes:

#066 - Common tax forms retirees get at tax return time Mar 16, 2023

Show notes

Summary of the various tax forms retirees are likely to receive at tax return time. Discusses 1099s, 5498's, 1095's and more!
Links in this episode:

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

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

#065 - 7 Social Security myths, with Devin Carroll (Part 2 of 2) Mar 09, 2023

Show notes

Part 2 of 2 of my discussion with Social Security expert, Devin Carroll, where he debunks 7 common Social Security myths (original recording was from December 2020)
Links in this episode:

Devin's YouTube channel - https://www.youtube.com/@DevinCarroll
Devin's blog - https://www.socialsecurityintelligence.com/
Devin's Facebook group - https://www.facebook.com/groups/428684237572614
Devin's book - The Hero's Penalty
Devin's book - Social Security Basics

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

#064 - 7 Social Security myths, with Devin Carroll (Part 1 of 2) Mar 02, 2023

Show notes

Part 1 of 2 of my discussion with Social Security expert, Devin Carroll, where he debunks 7 common Social Security myths (original recording was from December 2020)
Links in this episode:

Devin's YouTube channel - https://www.youtube.com/@DevinCarroll
Devin's blog - https://www.socialsecurityintelligence.com/
Devin's Facebook group - https://www.facebook.com/groups/428684237572614
Devin's book - The Hero's Penalty
Devin's book - Social Security Basics

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

#063 - Q&A edition...401(k)s & Highly Compensated Employees, interest rates & Social Security, inherited 401(k) distributions and MORE! Feb 23, 2023

Show notes

Listener Q&A where Andy talks about:

When Highly Compensated Employees may need to retroactively have some of their 401(k) contributions removed
How changes in interest rates and inflation impact Social Security benefits
Required Minimum Distributions (“RMDs”) from a 401(k) inherited in 2006
The difference in income taxation between revocable and irrevocable trusts
Pros and cons of target retirement date mutual funds
His thoughts on a career changer entering the retirement and tax planning field

Links in this episode:

My YouTube video - Calculating your Social Security Primary Insurance Amount
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

#062 - Introduction to Investing (Part 6 of 6) - Creating and managing your portfolio Feb 16, 2023

Show notes

Part 6 of 6 of a multi-part series on an introduction to investing. In this episode, Andy talks about how to create and manage your portfolio including what to consider when picking an asset allocation, how often to rebalance and how to do tax-efficient asset "location"
Links in this episode:

My YouTube video - What is Sequence of Returns Risk
My YouTube video - How to Optimize Asset Location
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

#061 - Introduction to Investing (Part 5 of 6) - Cash and alternative investments Feb 09, 2023

Show notes

Part 5 of 6 of a multi-part series on an introduction to investing. In this episode Andy talks about the various places in which cash can be invested, as well gives a summary of multiple types of "alternative" investments such as real estate, commodities, hedge funds, interval funds and insurance products
Links in this episode:

My Podcast episode - What is a LIRP, or Life Insurance Retirement Plan
The first of my three Podcast episodes about Annuities - here
My YouTube video What is Cryptocurrency, with Zechariah Schaefer
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

#060 - Introduction to Investing (Part 4 of 6) - All about mutual funds and exchange traded funds ("ETFs") Feb 02, 2023

Show notes

Part 4 of 6 of a multi-part series on an introduction to investing. In this episode Andy talks about mutual funds and exchange traded funds ("ETFs"); what they are, what strategies they use, how to trade them, how they're valued, tax considerations, etc.
Links in this episode:

My YouTube video What are Mutual Fund Capital Gain Distributions
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

#059 - Introduction to Investing (Part 3 of 6) - All about bonds Jan 26, 2023

Show notes

Part 3 of 6 of a multi-part series on an introduction to investing. In this episode Andy talks about bonds; what they are, how to trade them, how to value them, what makes their prices change, what terminology to know, etc.
Links in this episode:

My YouTube video about Bonds, Bond Prices and Bond Yields
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

#058 - Introduction to Investing (Part 2 of 6) - All about stocks Jan 19, 2023

Show notes

Part 2 of 6 of a multi-part series on an introduction to investing. In this episode Andy talks about stocks; what they are, how to buy and sell them, how to value them, what terminology to know, etc.
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

#057 - Introduction to Investing (Part 1 of 6) - Background considerations and explanation of account types Jan 12, 2023

Show notes

Part 1 of 6 of an introduction to investing. This episode talks about some background considerations to investing, such as risk-reward trade off and the concepts of risk tolerance & capacity, and also gives an overview of the different types of investment accounts such as brokerage accounts, IRAs, 401(k)s, etc.
Links in this episode:

My YouTube video about Asset Location - here
My podcast episode #8 about Roth IRA withdrawal rules - here
My YouTube video about Roth IRA withdrawal rules - 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
The IUL Experiment website - www.TheIULexperiment.com

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