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Retirement Planning and Taxes with Andy Panko | Live Q&A 

Rob Berger
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Tonight Andy Panko, CFP, joins us to help answer your questions about retirement planning and taxes.
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#retirement #investing #robberger
ABOUT ME
While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.
I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (amzn.to/3by10EE)
LET'S CONNECT
RU-vid: / @rob_berger
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Twitter: / robert_a_berger
DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.

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23 сен 2024

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Комментарии : 8   
@james1000
@james1000 18 минут назад
Andy Panko is great. Very reasonable and knowledgeable. I like his Facebook group.
@rjpg
@rjpg Минуту назад
To my surprise, it was nice to see this as I'm subscribed to both of your channels so this is a big WIN! Thanks guys.
@stephenholcomb9278
@stephenholcomb9278 31 минуту назад
Rob. I LOVED the ROM comic books back when I was a kid. I've always thought it was cool you had that.
@FlagstaffChief
@FlagstaffChief 2 часа назад
Right now, Likes are almost exactly 10% of Views .
@erickarnell
@erickarnell Час назад
That's pretty normal
@pearleelife
@pearleelife 2 часа назад
🫡🍺
@BiggMo
@BiggMo 2 часа назад
Flat fee advisor, regardless of assets. Dude has positioned himself with a zero volatility income. Well played
@stephenholcomb9278
@stephenholcomb9278 56 минут назад
Got a question on what I THOUGHT I heard at timestamp 26:00 on Roth withdraws. The IRS 5 year wait rule still applies even if you are over 59.5 years old. I think I heard Andy and Rob say that the 5 year rule goes away....I don't think that is correct.
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