Podcast Episodes
Back to Search#117 – Retirement planning chat with a "real" person, Alison
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Alison (last name not disclosed)…
1 year, 8 months ago
#116 – Retirement planner chat, with Roger Whitney from the Retirement Answer Man podcast
Andy chats with fellow retirement planner Roger Whitney, CFP®, CIMA®, CPWA® from The Retirement Answer Man podcast. In this episode they talk about a…
1 year, 8 months ago
#115 - How to give to charities tax-efficiently
Andy summarizes the tax-related concepts to know when giving to charities, and summarizes a few ways in which to make your charitable donations as ta…
1 year, 8 months ago
#114 – Retirement planner chat, with me...Andy Panko from Tenon Financial
We're switching things up a bit! In this week's episode, guest host Mike Powers (from Manuka Financial; was a previous guest on the podcast) chats wi…
1 year, 9 months ago
#113 - Q&A edition...how to find a retirement tax planner, Medicare premium surcharges, bullet maturity bond ETFs and MORE!
Listener Q&A where Andy talks about:
Can you retroactively increase your income for a prior tax year ( 2:37 )How to find a retirement planning tax sp…1 year, 9 months ago
#112 – Retirement planning chat with a "real" person, Jane
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jane (an anonymous name). They t…
1 year, 9 months ago
#111 – Retirement planner chat, with Victor Medina from Palante Wealth
Andy chats with fellow retirement planner Victor Medina, CFP®, RICP®, CELA® from Palante Wealth. In this episode they talk about a wide array of reti…
1 year, 9 months ago
#110 1/2 - ONE MORE pro of rolling over employer plans (like a 401(k)) to an IRA
I'm a buffoon and I missed including another important pro of doing an employer plan-to-IRA rollover in episode #110's list of pros and cons of rollo…
1 year, 9 months ago
#110 - Pros and cons of rolling over employer plans [like a 401(k)] to an IRA
Andy summarizes the pros and cons of rolling over an employer plan (such as a 401(k), 403(b), 401(a), 457 or the federal Thrift Savings Plan) to an I…
1 year, 10 months ago
#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!
Listener Q&A where Andy talks about:
How to know if your 401(k) is good ( 5:57 )Is it safer to bank at multiple banks instead of just one ( 14:33 )Ho…1 year, 10 months ago