درباره این اپیزود
Andy chats with fellow retirement planner Devin Carroll, from Carroll Advisory Group. 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:
- Devin's company's website - Carroll Advisory Group
- Devin's YouTube channel - Devin Carroll
- Devin's podcast - Big Picture Retirement
- Devin's Facebook group - Social Security Intelligence Member's Group
- The Social Security Program Operations Manual System - POMS
- Tenon Financial monthly e-newsletter - Retirement Planning Insights
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Retirement Planning Education website - www.RetirementPlanningEducation.com
انگلیسی
ایالات متحده آمریکا
رونوشت 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
جستجوی اپیزودهای گذشته
اپیزودهای قبلی Retirement Planning Education, with Andy Panko را جستجو کن.
قسمت های دیگر در این پادکست
Andy discusses the ins and outs of Trump accounts:
Legislative background
How to open them
How to fund them
Investing inside them
How to distribute from them
Reporting around them
Taxation of them
The two potential worthwhile use cases I see for them
Links in this episode:
My in-depth write-up o…
Listener Q&A where Andy talks about:
Whether to use money in a 457b to pay down a mortgage or to pay taxes on Roth conversions ( 7:56 )
How Social Security survivor benefits work, and the optimal ages for spouses to each claim their own Social Security ( 18:54 )
His thoughts on why the Social…
Andy summarizes the recent 2026 annual Social Security trustees report, including what it would actually mean if the system's trust fund were to deplete, and what changes can be made to ensure that doesn't happen
Links in this episode:
The full 2026 Social Security trustees report - her…
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Mark. They talk about a wide array of retirement planning topics such as when he started getting serious about planning for retirement, how he got comfortable going from accumulation…
Listener Q&A where Andy talks about:
How to sell and rebalance positions in a brokerage account when they have unrealized gains and you're trying to be tax-efficient about it ( 7:06 )
His thoughts on a few different variable portfolio withdrawal strategies, namely Amortization Based With…
سلب مسئولیت: پادکست و آثار هنری تعبیه شده در این صفحه متعلق به Andy Panko است که متعلق به صاحب آن است و به Listen Notes، Inc وابسته یا تایید نشده است.
ویرایش
از کمک شما برای بروز نگهداشتن پایگاهدادههای پادکست سپاسگزاریم
