Podcast Index
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Retirement Planning Education, with Andy Panko
Andy Panko
Kraken Cans Cast: Cryptids, Urban Legends, and All Things Spooky
Kraken Cans Crew
No Shrinking Violets Podcast for Women
Mary Rothwell
Good Morning, Legend | Daily Activations for the 5D Creator
Wizard James
NXTVB
Susan Forbes | Volleyball Recruiting
Work For It
The Makery Network
הרב יורם אברג'ל ובנו ממשיך דרכו החיד"א
הרב יורם אברג'ל
Radio Rodja 756 AM
Radio Rodja 756 AM
Jak Piggott
Jak Piggott
First Principles
Adrian Wells
Crusade with Me
Dave McKee
Mastering Rod Building
Bill Falconer
GPnotebook Podcast
GPnotebook
マインドフルネス誘導瞑想
マインドフルネス誘導瞑想 | ココイマ
Pete & Gary's Military History
Peter Hart
The One Day At A Time Recovery Podcast
Arlina Allen
The Human Upgrade: Biohacking for Longevity & Performance
Dave Asprey
Bach and Arthur Podcast
The Fellas Studios
Building Your Sales Engine
Mark McGraw
Tony Robbins Podcast Daily
Tony
Ideas para Vivir Mejor
EPR Producciones
Popular Bedtime Stories
Aram L
Ashutosh Meena Am2
Ashutosh Meena
Tale Teller Kids
Sarnia de la Mare
Pursue Your Spark: Midlife Fitness & Mindset for Women Feeling Stuck
Heike Yates
SunCast
Nico Johnson
Grammar Girl: For Writers and Language Lovers.
QuickAndDirtyTips.com
STOPTIME: Live in the Moment.
Lisa Hopkins, Wide Open Stages
Boundless Life
Ben Greenfield
Everything Everywhere Daily: History, Science, Geography & More
Gary Arndt
Believer's Voice of Victory Audio Podcast
Kenneth Copeland Ministries
The Side Hustle Show
Nick Loper of Side Hustle Nation | YAP Media
Bendy Bodies with Dr. Linda Bluestein
Dr. Linda Bluestein
The Law Firm Marketing Minute
Spotlight Marketing + Branding
Next Level University
Kevin Palmieri and Alan Lazaros
The Made to Thrive Show
Steve Stavs
Dishin' Dirt with Gary Pickren
Gary Pickren
Education
Andy Panko
Andy and Tanya Nichols from Retire Agile share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about:How we help clients get over the hurdle of actu...
Andy discusses common tax planning mistakes often made in retirement. Additionally, he shares insight on how to attempt to prevent such mistakes, and/or fix them after they've happenedThe 8 common mistakes are:Not paying...
Listener Q&A where Andy talks about: Are tax return amendments needed if info from a 1099-R was left out but doesn't impact the return's gross or taxable income ( 4:08 )What are the pros and cons of using average cost ba...
Andy and Mark Ross from the Rock Retirement Club talk about Mark's journey in retiring to become an "encorepreneur" by starting a coaching business, and spending more time creating art. They also address some of standard...
Andy and Adam Grossman from Mayport Wealth Management share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about:How to analyze an existing annuity...
Andy discusses the various areas of consideration and analysis that go into deciding whether Roth conversions might potentially be of value. Furthermore, he explains why it's impossible to actually quantify how much tax ...
Listener Q&A where Andy talks about: Claiming your own Social Security benefit at 62 and then later switching to collecting a spousal benefit after your spouse starts their benefit ( 5:45 )It's said by comedians that the...
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Daryl. They talk about a wide array of retirement planning topics such as when he started getting serio...
Andy and Brad Flood from Tenon Financial share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about:Portfolio withdrawal strategies for addressing ...
Andy discusses the different options for holding cash and cash equivalents (i.e. things that are principal protected, offer some amount of interest and are highly liquid and readily accessible)The options are:Physical bi...
Guest host Mark Rosinski, CFP®, CPA, RICP®, from Dunes Financial does a "hot topics" episode where he talks about:US Government obligation interest and what to look for on your consolidated 1099 to make sure you properly...
Listener Q&A where Andy talks about: Correction to a previous Q&A episode regarding taxation of lump sum Social Security benefits paid in one year for benefits attributable to the prior year ( 9:54 )His thoughts on artif...
Special edition 200th episode where Andy shares some of his observations about the financial services industry from his time working in it:Creating good and consistent content is hard to do and do well ( 9:32 )A lot of c...
Andy and Jonathan Vance from Vance Financial Planning share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: Given current world affairs and t...
Andy discusses the pros and cons of taking a lump sum vs taking monthly payments for your pension, questions to ask yourself to help figure out if it might be better for you to take one vs the other, and other considerat...
Listener Q&A where Andy talks about: How often to check your accounts for rebalancing, and how often to check on your bigger picture finances and plan ( 2:32 )What to do with old positions you no longer want in a brokera...
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jim Kellerman. They talk about a wide array of retirement planning topics such as when he started getti...
Andy chats with fellow retirement planner Bradley Hilton, CFP®, TPCP®, MBA from Sonas Financial Planning. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution stra...
Andy discusses the ins and outs of gifting, the annual gift exclusion, gift splitting, gift taxes, gift tax returns (IRS Form 709) and more!Links in this episode:Tenon Financial's March newsletter/blog about gifting - he...
Listener Q&A where Andy talks about: Income tax treatment of buying bonds in a normal non-qualified brokerage account when you buy or sell bonds in between coupon periods ( 8:37 )When still working, are 50 or older, are ...
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