#142 - "Hot topics" edition...Andy and Mike Powers talk about tariffs, TIPs, international stocks, data/cyber security and MORE!

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

🗓️ 13 March 2025

⏱️ 89 minutes

🔗️ Recording | iTunes | RSS

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Summary

Andy and Mike Powers share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: Tariffs: what they are, who pays them, do they cause inflation, etc. ( 9:42 )Pros and cons of Treasury Inflation Protected Securities, or TIPS ( 21:32 )Whether or not to hold international stocks ( 37:07 )Considerations about whether to de-risk your portfolio and hold more cash a as result of expecting market uncertainty going fo...

Transcript

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0:00.0	Trying something new today. I'm calling this Hot Topics, where my buddy and fellow advisor, Mike Powers and I sit down and we chat and share our views about a handful of current events and hot topics related to financial planning.
0:11.4	In this, the 142nd episode of the Retirement Planning Education Podcast.
0:19.4	Welcome to the Retirement Planning Education podcast, where you can learn all about IRAs and Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning, and much more.
0:34.1	And now here's your host, Andy Panko.
0:36.8	Hello, friends. Welcome back. Thank you as always for listening.
0:40.0	Today we're shifting it up a little bit. Normally this episode, the second episode of each month,
0:45.5	is the retirement planner chat where I have on another fellow retirement planner, and I interview
0:50.9	them and run them through the same list of questions I
0:55.1	saw retirement planners so you all can hear their thoughts, views, processes, and how
1:00.1	they approach things in their respective retirement planning financial
1:04.6	advisory practices. Today doing something quite a little different. There's still
1:08.3	another financial planner on the episode. My friend
1:11.7	Mike Powers, who you all have heard before, he was one of the retirement planners I chatted with
1:17.3	last year. He also flipped the script and interviewed me where I was in the hot seat of retirement
1:22.4	planner chat. And Mike took over and guest hosted an episode, I think it was earlier this year.
1:30.0	So, great guy, really sharp, one of my most trusted and closest and most respected peers and,
1:38.7	I guess, colleagues, for lack of a better word, in the industry.
1:40.8	He and I own our own businesses, so, you know, we don't directly work together, but
1:44.1	someone I consider very knowledgeable and trustworthy and someone I would very happily work
1:51.0	with and formally be part of a team or whatever, but I don't know where I'm going with that.
1:57.3	Anyway, so that's the intro to Mike. And so what we did was we figured let's not do a Q&A per se,
2:02.8	but let's discuss a handful of current events or other issues or questions we see routinely
	...

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