#100 – 100th episode celebration!!! Andy's 100 words of retirement planning wisdom

Update: 2024-05-23

Description

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

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In Channel

#123 - My thoughts on 12 common financial and retirement planning rules of thumb

2024-10-3151:13

#122 - Q&A edition...tracking Roth IRA contributions, what to do with leftover RMD money, using total bond market funds and MORE!

2024-10-2439:45

#121 – Retirement planning chat with a "real" person, Doug Mann

2024-10-1701:26:44

#120 – Retirement planner chat, with Erik Barnes from Retirement Portfolio Partners

2024-10-1001:51:35

#119 - Andy's appearance on Rob Berger's YouTube channel, talking about taxes in retirement

2024-10-0301:41:14

#118 - Q&A edition...Itemized sales tax deductions, pension vs lump sum, surviving spouse tax increases and MORE!

2024-09-2649:10

#117 – Retirement planning chat with a "real" person, Alison

2024-09-1959:24

#116 – Retirement planner chat, with Roger Whitney from the Retirement Answer Man podcast

2024-09-1201:36:40

#115 - How to give to charities tax-efficiently

2024-09-0555:44

#114 – Retirement planner chat, with me...Andy Panko from Tenon Financial

2024-08-2901:54:44

#113 - Q&A edition...how to find a retirement tax planner, Medicare premium surcharges, bullet maturity bond ETFs and MORE!

2024-08-2254:46

#112 – Retirement planning chat with a "real" person, Jane

2024-08-1540:39

#111 – Retirement planner chat, with Victor Medina from Palante Wealth

2024-08-0801:27:12

#110 1/2 - ONE MORE pro of rolling over employer plans (like a 401(k)) to an IRA

2024-08-0510:00

#110 - Pros and cons of rolling over employer plans [like a 401(k)] to an IRA

2024-08-0101:05:22

#109 - Q&A edition...how to know if your 401(k) is good, how much tax to withhold from Social Security, should you invest in International stocks and MORE!

2024-07-2543:43

#108 – Retirement planning chat with "real" people, Ali & Alison Walker

2024-07-1801:38:27

#107 – Retirement planner chat, with Mike Powers from Manuka Financial

2024-07-1101:51:51

#106 - How to decide the optimal time to start your Social Security benefits

2024-07-0443:25

#105 - Q&A edition... having mortgages in retirement, understanding Medicare coinsurance, when to consider long term care insurance and MORE!

2024-06-2754:59

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#100 – 100th episode celebration!!! Andy's 100 words of retirement planning wisdom

#box-pro-ellipsis-17309384231172{-webkit-line-clamp:2;}#100 – 100th episode celebration!!! Andy's 100 words of retirement planning wisdom

#100 – 100th episode celebration!!! Andy's 100 words of retirement planning wisdom

Andy Panko

#100 – 100th episode celebration!!! Andy's 100 words of retirement planning wisdom