#150 - "Hot topics" edition...Andy and Brian Tegtmeyer talk about retiring in a down market, concerns about Social Security, making estimated tax payments and MORE!
Podcast: Retirement Planning Education, with Andy PankoPublished On: Thu May 08 2025
Description: Andy and Brian Tegtmeyer share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: Should someone delay their planned retirement if the markets are bad ( 6:50 )Should someone cancel or delay taking a big trip in retirement if the markets are bad ( 13:48 )Should someone start Social Security earlier than they were otherwise planning to since there appears to be increased uncertainty about the future strength of the system ( 18:22 )Do people need to make estimated tax payments in retirement ( 26:44 )If someone has never worked with an advisor and has always DIY'd their own planning, should they continue to DIY it in retirement ( 32:49 )Are inheritances taxable, and what should people do with them ( 41:58 )Tax smart ways to do charitable giving in retirement ( 54:01 )Do gift givers or receivers of gifts have to pay tax on gifts ( 57:49 )Links in this episode:Brian's firm - Truly Prosper Financial PlanningSara Grillo's list of flat fee advisors - hereAdvisors in the Advice Only Network - hereTo send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.comMy company newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com
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