#135 - Q&A edition...understanding financial advisor's titles, repeal of Social Security WEP & GPO, umbrella insurance and MORE!

Retirement Planning Education, with Andy Panko

A tartalmat a Andy Panko biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Andy Panko vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.

2M ago 57:18

MP3•Epizód kép

Listener Q&A where Andy talks about:

What it means between an advisor who calls themself a financial planner vs wealth manager vs any other label they choose to use ( 10:24 )
My thoughts on the recently repealed Windfall Elimination Provision ("WEP") and Government Pension Offset ("GPO") parts of Social Security ( 20:35 )
A follow up to a previously discussed Q&A topic about how much umbrella insurance to purchase ( 31:18 )
How income is taxed to a recently deceased person vs their heirs or their estate ( 37:08 )
How best to gift money to grandchildren to get them started with saving and investing ( 42:10 )
Understanding a bond or bond fund's "duration" and how to use it measure the bond or bond fund's interest rate price change risk. And what it means to have a recommended "holding period" for a bond fund ( 46:45 )

To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com

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Retirement Planning Education website - www.RetirementPlanningEducation.com

145 epizódok

#Podcasting Education #Andy Panko #Retirement Planning #Financial Planning #Tax #Tax Planning #Investing #Social Security #IRA #Roth IRAs #401k #Pension #Annuity #Roth Conversions