Podcast Episodes
Back to Search#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…
2 years, 1 month 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…2 years, 1 month 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…
2 years, 1 month 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…
2 years, 1 month 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…
2 years, 1 month 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…
2 years, 2 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…2 years, 2 months ago
#108 – Retirement planning chat with "real" people, Ali & Alison Walker
Andy chats with real people (not advisors) doing their own retirement planning. In this episode, Andy talks with Ali & Alison Walker, who live in Ari…
2 years, 2 months ago
#107 – Retirement planner chat, with Mike Powers from Manuka Financial
Andy chats with fellow retirement planner Mike Powers, CPA, PFS, CFP®, from Manuka Financial. In this episode they talk about a wide array of retirem…
2 years, 2 months ago
#106 - How to decide the optimal time to start your Social Security benefits
Andy talks about the main points to consider when deciding when to start your Social Security retirement benefits
Links in this episode:
2 years, 3 months ago