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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Retirement Planning Education is going on hiatus

Retirement Planning Education is going on hiatus

Retirement Planning Education is going on hiatus. But hopefully I'll be back at making episodes again in the not too dis... Read more

22 Jun 2023

3mins

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#079 – The non-financial or “softer” side of retirement planning, with Kevin Lyles (Part 2 of 2)

#079 – The non-financial or “softer” side of retirement planning, with Kevin Lyles (Part 2 of 2)

Part 2 of 2 of my discussion with retirement coach Kevin Lyles where he shares his knowledge of planning for the “softer... Read more

15 Jun 2023

30mins

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#078 – The non-financial or “softer” side of retirement planning, with Kevin Lyles (Part 1 of 2)

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Part 1 of 2 of my discussion with retirement coach Kevin Lyles where he shares his knowledge of planning for the “softer... Read more

8 Jun 2023

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#077 - Understanding cash value life insurance and how it's sold, with Kevin Lao

#077 - Understanding cash value life insurance and how it's sold, with Kevin Lao

Andy and Kevin Lao from Imagine Financial Security discuss when cash value (aka permanent) life insurance may be appropr... Read more

1 Jun 2023

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#076 - What exactly is "Financial Planning?"

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#075 - Qualified Charitable Distributions ("QCDs")

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

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#072 - The benefit of "step up in basis"

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

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