#094 – Retirement planner chat, with David and Mary Oransky from Laminar Wealth

Retirement Planning Education, with Andy Panko

Andy Panko

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

4.9 • 1.1K Ratings

🗓️ 11 April 2024

⏱️ 86 minutes

🔗️ Recording | iTunes | RSS

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Summary

Andy chats with fellow retirement planners Devin Oransky and Mary Oransky, from Laminar Wealth. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when someone has "enough" to retire, what consumers often overlook in retirement planning and much more! Links in this episode: Laminar Wealth's website - https://www.laminarwealth.com/ Tenon Financial monthly e-newsl...

Transcript

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0:00.0	Let's have another fellow retirement planner chat with David and Mary Oranski from Laminar Wealth in this, the 94th episode of the Retirement Planning Education Podcast.
0:12.7	Welcome to the Retirement Planning Education Podcast, where you can learn all about IRAs and Roth IRAs, employer retirement plans, taxes, social security, Medicare,
0:22.8	portfolio withdrawal strategies, annuities, estate planning, and much more. And now here's your host,
0:29.0	Andy Panko. All right, everybody. Thank you, as always, for listening and watching. Today we have
0:33.2	another great addition of let's chat with other retirement planners.
0:38.6	Today's a little different, a little special.
0:42.9	We have a tag team, David and Mary O'Ranski from Lamin Our Wealth.
0:43.4	How you doing?
0:44.6	We're good.
0:45.9	Thanks for having us here, Andy.
0:47.7	Yeah, thanks for coming on.
0:52.0	So I met you to virtually, at least through Zoom about, I don't know, about a year ago.
0:55.0	I'm going to make, maybe more. And then a month ago, about had the pleasure of meeting to in person when we were at a conference, if you want to
0:59.4	call it that, in St. Louis, which is where you're from or thereabouts. So it's great to finally
1:03.6	meet you to after knowing you virtually for for so long. So absolutely, we enjoyed it.
1:09.7	Yeah. So can you give a little quick background about yourselves, your firm, what you do, how you do it, etc. Yeah. So I founded the firm a little over 10 years ago, layman or wealth.
1:20.3	Leading up to that, I, you know, studied accounting and economics in college, worked for a big four accounting firm, got my CPA license, realized I would
1:29.7	much rather spend time learning about personal finance than corporate finance and, you know,
1:34.0	left for a wealth management firm, worked there in Silicon Valley for a while. And then when we
1:38.4	moved to the Midwest, Mary's from St. Louis. That's when I went out on my own and started the
1:42.8	practice. And then Mary joined me a few years later. Yeah. That's when I went out on my own and started the practice and then Mary joined me
1:44.3	a few years later. Yeah, and I am just naturally a planner. So I'm like, I'm a suburban mom with a
	...

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