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Cover image of Retirement Planning Education, with Andy Panko

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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Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!

#031 - What is a bond ladder?

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Explanation of a bond ladder and how to build one

Jul 14 2022

40mins

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#030 - Dividend Investing and Equity Income Strategies, with Chris D'Agnes (Part 2 of 2)

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Part 2 of 2 of the replay of my previously aired Facebook live video with Chris D'Agnes, CFA, Partner and Co-Portfolio Manager at Hamlin Capital Management. Chris talked about the high dividend equity portfolio he manages and why dividends are an important part of investing for retirees

Jul 07 2022

34mins

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#029 - Dividend Investing and Equity Income Strategies, with Chris D'Agnes (Part 1 of 2)

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Part 1 of 2 of the replay of my previously aired Facebook live video with Chris D'Agnes, CFA, Partner and Co-Portfolio Manager at Hamlin Capital Management. Chris talked about the high dividend equity portfolio he manages and why dividends are an important part of investing for retirees

Jun 30 2022

56mins

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#028 - What is a LIRP, or Life Insurance Retirement Plan?

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Explanation of a LIRP, or Life Insurance Retirement Plan, which is ultimately an Indexed Universal Life insurance policy

Jun 23 2022

50mins

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#027 - What is Modified Adjusted Gross Income, or MAGI?

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Explanation of the five different versions of Modified Adjusted Gross Income, or MAGI, you're likely to come across in retirement planning

Jun 16 2022

28mins

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#026 - Highlights of the 2022 Social Security Trustees Report

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Summary of the key points in the 2022 Social Security Trustees Report

Jun 09 2022

38mins

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#025 - Introduction to Social Security

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Jun 02 2022

35mins

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#024 - What should retirees or near-retirees do as a result of the bad markets and high inflation?

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Actions retirees and near-retirees should (and shouldn't) consider doing as a result of bad financial markets and high inflation

May 26 2022

36mins

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#023 - What is Tax Loss and Tax Gain Harvesting?

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Explanation of tax loss harvesting and tax gain harvesting, as well as an introduction to "wash sales"

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May 19 2022

26mins

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#022 - All about annuities, Part 3; Variable annuities, Indexed annuities and withdrawal riders

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Summary of variable annuities, indexed annuities and a Guaranteed Living Withdrawal Benefit rider

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May 12 2022

39mins

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#021 - All about annuities, Part 2: Income annuities and payment options

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Summary of immediate and deferred income annuities, and explanation of the different annuity payment options available

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May 05 2022

38mins

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#020 - All about annuities, Part 1: Introduction and MYGAs

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The basics of annuities and details about Multi-Year Guaranteed Annuities ("MYGAs")

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Apr 28 2022

34mins

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#019 - What are I Bonds?

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Everything you ever wanted to know about I Bonds

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Apr 21 2022

37mins

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#018 - What is Monte Carlo simulation?

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Explanation of Monte Carlo simulation in retirement planning

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Apr 14 2022

31mins

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#017 - What are the alternatives to bonds and bond funds?

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Discussion of the pros and cons of possible alternatives to using bonds or bond funds in your portfolio

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Apr 07 2022

30mins

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#016 - What are bonds and bond funds?

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Explanation of bonds and bond funds; how they work, what risks they have, what their purpose is, etc.

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Mar 31 2022

34mins

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#015 - What do all of the letters mean after financial advisors' names?

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Explanation of some of the various letters and professional designations often seen after financial advisors' names

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Mar 24 2022

34mins

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#014 - How to do your own tax return or find a preparer

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Summary of the ways to do and file your own tax return, or how to find a paid tax return preparer

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Mar 17 2022

31mins

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#013 - What are all of the forms in a retiree's tax return?

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Explanation of the various forms and schedules commonly used in retiree tax returns

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Mar 10 2022

33mins

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#012 - What are mutual fund capital gain distributions?

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Explanation of mutual fund capital gain distributions, and why 2021 was a unique year for large (and taxable) distributions

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Mar 03 2022

30mins

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