EPISODE · Jan 22, 2026 · 1H 10M
#188 - Q&A edition...Social Security spousal benefits, cognitive biases in investing, changing state tax domicile, naming minors as beneficiaries and MORE!
from Retirement Planning Education, with Andy Panko · host Andy Panko
Listener Q&A where Andy talks about: Can a spouse claim spousal benefits while delaying the start of their own benefit ( 10:40 )What's the best way to view your accounts in terms of how much of them are actually yours after accounting for eventual taxes you have to pay on them ( 14:08 )Can a minor be named as the beneficiary of a retirement account ( 23:28 )His thoughts on dividend stocks and funds ( 26:55 )Follow up thoughts about combining retirement account, in response to a previous listener question ( 34:43 )Considerations and gotchas around changing state tax domicile ( 39:30 )10 cognitive biases in investing, and which three I see the most in my practice ( 46:48 )Considering the present value of expected future Social Security payments when determining asset allocation ( 54:25 )Additional thoughts about the 4% rule and whether you can increase your distribution if your portfolio value increases ( 1:01:40 )To send Andy questions to be addressed on future Q&A episodes, email [email protected] in this episode:NASDAQ's summary of 10 cognitive biases in investing - here Retirement Planning Education podcast episode - #002 - What's the 4% RuleMy 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
Embed this episode
What this episode covers
Listener Q&A where Andy talks about: Can a spouse claim spousal benefits while delaying the start of their own benefit ( 10:40 )What's the best way to view your accounts in terms of how much of them are actually yours after accounting for eventual taxes you have to pay on them ( 14:08 )Can a minor be named as the beneficiary of a retirement account ( 23:28 )His thoughts on dividend stocks and funds ( 26:55 )Follow up thoughts about combining retirement account, in response to a prev...
Ready to play
#188 - Q&A edition...Social Security spousal benefits, cognitive biases in investing, changing state tax domicile, naming minors as beneficiaries and MORE!
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.