Join Andy Panko as he shares insights on retirement planning, covering IRAs, taxes, Social Security, Medicare, and more to help you prepare for a secure future.
#155 - "Hot topics" edition...Andy and Larry Pershing talk about the Big Beautiful (tax) Bill, US debt, concentration in the S&P 500 and MORE!
109 mins • Jun 12, 2025
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Recent Episodes

Jun 12, 2025
#155 - "Hot topics" edition...Andy and Larry Pershing talk about the Big Beautiful (tax) Bill, US debt, concentration in the S&P 500 and MORE!
109 mins

Jun 5, 2025
#154 - What retirement-focused financial and tax planning firms do for their fee, using my firm as an example
63 mins

May 29, 2025
#153 - Guest hosts Mike Powers and Kirsten Ashbaugh from Manuka Financial talk more about data and cybersecurity best practices
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May 22, 2025
#152 - Q&A edition...how to deal with market declines, Social Security spousal benefits, vacation home sale impacts on IRMAA and MORE!
54 mins

May 15, 2025
#151 – Retirement planning chat with a "real" person, Rob Berger
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