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Retirement Planning Education, with Andy Panko

#119 - Andy's appearance on Rob Berger's YouTube channel, talking about taxes in retirement

Retirement Planning Education, with Andy Panko

Andy Panko

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

2.4671 Ratings

🗓️ 3 October 2024

⏱️ 101 minutes

🧾️ Download transcript

Summary

Andy appeared as a guest/co-host on the September 23, 2024 episode of Rob Berger's YouTube live stream video series. In it, they discussed taxes and tax planning in retirement, as well as a host of other questions such as account rebalancing, Roth conversion analysis, and more! There was also plenty of live Q&A from Rob's loyal followers/watchers. For those who don't already know, Rob Berger has one of the best YouTube channels out there for straight-shooting, educational and informative...

Transcript

Click on a timestamp to play from that location

0:00.0

Let's listen to the audio replay of my guest appearance on Rob Berger's YouTube channel

0:04.4

where we talked about taxes in retirement in this, the 119th episode of the Retirement Planning

0:09.6

Education Podcast.

0:14.8

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

0:20.1

IRAs, employer retirement plans,

0:22.4

taxes, social security, Medicare, portfolio withdrawal strategies, annuities, estate planning,

0:28.1

and much more. And now here's your host, Andy Panko. Howdy-duty, all of my retirement planning

0:34.1

education listening friends. I'm glad you're here today is this month's deep

0:39.0

dive where it's usually just me sitting here rapping on this mic about something in

0:43.0

depth about retirement planning but this month there's a special twist on this deep dive

0:49.5

thing specifically I am going to play for you the audio of my recent guest appearance on Rob Berger's YouTube channel.

0:58.3

So those who don't know Rob Berger, many of you listening probably do, but if you don't, you definitely should, and you will now, if nothing else.

1:05.1

But there will be a link to his YouTube channel in the notes of this video.

1:08.0

But he has a fantastic YouTube channel there's over 200

1:12.4

plus thousand people that that subscribe and growing and he does a I think it's

1:17.5

weekly a weekly maybe it's biweekly a live video stream on Mondays where it's like

1:22.5

an hour hour and a half where he'll answer questions to have a certain topic

1:25.8

and he's not an advisor, but he's a retired

1:29.2

lawyer, former lawyer, really knows this stuff, really intellectually, curious, really straight

1:36.5

shooting. I use the word pragmatic a lot, and I think it's one of the best compliments for

1:42.8

anyone in or around this industry

1:44.7

for them to be pragmatic, you know, not sensationalistic or not lopsided or biased in, you know,

...

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