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#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!

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Manage episode 481294379 series 3305727
Content provided by Andy Panko. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andy Panko or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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:

To send Andy questions to be addressed on future Q&A episodes, email [email protected]

  continue reading

153 episodes

Artwork
iconShare
 
Manage episode 481294379 series 3305727
Content provided by Andy Panko. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andy Panko or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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:

To send Andy questions to be addressed on future Q&A episodes, email [email protected]

  continue reading

153 episodes

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