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Retirement Planning Education, with Andy Panko

#049 - The basics of estate planning

Retirement Planning Education, with Andy Panko

Andy Panko

Roth Conversion, Roth Ira, Education, Social Security, Ira, Taxes, Retirement Planning, Annuities, Pension, Financial Planning, Investing, 401k, Tax Planning

4.91.1K Ratings

🗓️ 17 November 2022

⏱️ 42 minutes

🧾️ Download transcript

Summary

An introduction to the key aspects of estate planning Links in this episode: Facebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Newsletter - Retirement Planning Insights

Transcript

Click on a timestamp to play from that location

0:00.0

Let's talk about the basics of estate planning, and this is the 49th episode of the

0:03.9

Retirement Planning Education Podcast.

0:09.5

Welcome to the Retirement Planning Education Podcast, where you can learn all about

0:13.9

IRAs and Roth IRAs, employer retirement plans, taxes, Social Security, Medicare,

0:19.7

portfolio withdrawal strategies, annuities, estate planning,

0:22.9

and much more. And now here's your host, Andy Panko. Hello, is it estate planning you're looking

0:30.4

for? How was that? That was my best attempt I can muster together to try to pretend I'm Lana Ritchie

0:36.1

singing, hello. Hello,

0:38.7

is it estate planning you're looking for? Well, if it is, you've come to the right spot.

0:42.0

Because here, today's episode of retirement planning education, I'm going to do the best I can

0:46.8

to give a high-level introductory overview to estate planning and what all it entails.

0:53.4

So I should preface this by saying I'm not an attorney,

0:56.9

nor do I play one on a podcast. So take this for what it's worth. Also, a lot of these things I'm

1:02.3

about to mention will be state specific to where you live. And therefore, some of these names might

1:08.8

be slightly different. Some of these documents or things may not exist

1:13.2

or may exist in slightly different forms where you live

1:16.9

or where you retire to or whatever the case may be.

1:19.4

So always, always, always with anything involving estate planning

1:23.9

like we're about to discuss, especially some of these legal documents, you have

1:28.4

to, have to have to talk to a licensed practicing professional who focuses on a state attorney,

1:35.8

who focuses specifically on estate planning, not just some random run-of-the-mill attorney,

1:39.6

but ideally someone who focuses on estate planning and does this for a living, he or she would be

...

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