#133 – Retirement planner chat, with Eric Niergarth from Retirement Roadmap Financial Planning

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

2.4 • 671 Ratings

🗓️ 9 January 2025

⏱️ 69 minutes

🔗️ Recording | iTunes | RSS

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Summary

Andy chats with fellow retirement planner Eric Niergarth, CFP®, RICP® from Retirement Roadmap Financial Planning. 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 people have enough to retire, what consumers often overlook in retirement planning and much more! Links in this episode: Eric's advisory company website - Retirement Roadmap Financial Planning T...

Transcript

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0:00.0	It's time for another retirement planner chat. Today I'll be talking with Eric Nyargarth from
0:04.7	Retirement Roadmap Financial Planning and this is the 133rd episode of the Retirement Planning
0:09.4	Education Podcast.
0:14.4	Welcome to the Retirement Planning Education Podcast, where you can learn all about
0:18.8	IRAs and Roth IRAs, employer retirement plans, taxes,
0:22.9	Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning, and much more.
0:29.2	And now here's your host, Andy Panko.
0:31.8	Hello, everybody. Welcome back. Thank you as well as for listening. Today we have this
0:36.5	year's first installment of
0:38.5	retirement planner chat, which as you know, for those who follow, I do this second Thursday of
0:45.7	every month is me having a chat with a fellow retirement planner. And today I am joined by
0:52.3	Eric Nargarth from retirement roadmap financial planning
0:55.7	a virtual firm but based out of San Diego area in California.
1:01.5	Eric is a cool dude as you'll hear and I also shifted up or slightly change the list of
1:07.6	questions. So for those who again follow, follow and listen routinely last year,
1:13.5	every time I had a retirement planner on, there was the same questions. I think I made minor tweaks,
1:18.2	but for the most part, it was the same questions for everyone. And I've trimmed that list down.
1:23.7	I realized some of those questions were, I don't know, not the most interesting or
1:31.4	informative. So in kind of the interest of time, plus a lot of the episodes would often run
1:35.3	upwards over an hour and a half. I figured let me cut some questions out to remove some of the fluff.
1:40.9	So this episode and most other episodes at retirement planters going forward will be
1:44.6	probably a little, a little less lengthy than they were last year. But I did add a couple
	...

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