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.
#163 - Guest host Larry Pershing from Optimum Retirement Planning talks about managing and reducing concentrated stock holdings
47 mins • Jul 31, 2025
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Recent Episodes

Jul 31, 2025
#163 - Guest host Larry Pershing from Optimum Retirement Planning talks about managing and reducing concentrated stock holdings
47 mins

Jul 24, 2025
#162 - Q&A edition...more about bonds, taking distributions from a 401(k), when tax rates might actually go up (and by how much) and MORE!
61 mins

Jul 17, 2025
#161 – Retirement planning chat with a "real" person, Jan
60 mins

Jul 10, 2025
#160 - "Hot topics" edition...Andy and Lauren Hunt talk about the Social Security annual trustees report, the ever-increasing stock market, whether to take out loans or pay for things outright and MORE!
80 mins

Jul 8, 2025
#159 - SPECIAL EDITION...Provisions of the "One Big Beautiful Bill Act" most likely to impact your tax return
46 mins

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