Pankonin Financial Perspective

During this episode, we'll explore the financial missteps that can create challenges for the next generation, the importance of communication and planning around estate decisions, and practical steps to help protect your wealth and your family from fraud.

During this episode, we'll explore Roth conversions including what they are, who they may benefit, and the important considerations anyone should think through before making a decision.

During this episode, we’ll consider how to determine how much monthly income you’ll need to maintain your preferred lifestyle during retirement.

During this episode, we’ll consider how properly utilizing Social Security’s spousal benefit may make your benefit even more powerful.

During this episode, we discuss the anti-budget — a simpler, more sustainable approach to managing money — and connect it to the broader goal of financial freedom.

During this episode, we’re going to discuss how you can spend enough money to enjoy life and retirement while still sticking to your financial strategy.

During this show, we’ll discuss retirement planning considerations and explore how much you may want saved as you approach retirement.

As the filing deadline approaches, we break down how to pivot from reactive paperwork to a proactive strategy that minimizes your current liability. We explore the "tax-loss harvesting" technique in depth, illustrating how to turn market volatility into a strategic advantage for your portfolio. Finally, our experts discuss why aligning your asset location with your long-term goals is the most effective way to keep more of what you earn year after year.

During this episode, we’re going to consider changes that are coming to IRAs, 401(k)s, and HSAs in 2026 that may keep more money in your pocket.

During this show, our discussion will focus on how to know when to file for Social Security and three ways you might be able to max out your benefit during the current year.

During this show, we’ll look at the new senior tax deduction and potential money moves those who are close to retirement can make this year.

During this show, we’re going to discuss 13 habits you can adopt that may better position you for the retirement you truly want.

During this episode, we’ll discuss the importance of addressing future healthcare expenses when planning for retirement.

During this episode, we’re going to look at some of the financial signs that retirees should be aware of in 2026.

During this episode, we’ll dig into what members of Generation X should do to better prepare for their impending retirement.

During this episode, we’re going to discuss what you need to know about catch-up and retirement strategies in 2026.

During today’s show, examine and discuss five planning pillars that may help you on your path to retirement.

During this episode, we’re going to discuss why playing it safe isn’t always the right move, even during retirement.

During this episode, we’ll examine some of the things you need to know about retiring early.

During this episode, we’ll examine seven steps that may help you better prepare your finances for 2026.

During this episode, we’ll consider potential steps to prepare for retirement if you’re about a decade away from that monumental event.

During this episode, we’ll discuss common retirement expenses that many people don’t prepare for. We’ll also discuss wealth plans.

This episode provides your comprehensive, step-by-step checklist for closing out your financial year strong and setting yourself up for success in the new year. We focus on critical, time-sensitive actions, including maximizing your tax-advantaged retirement contributions and executing smart tax-loss harvesting strategies before December 31st. Tune in to ensure you don't miss any final opportunities to boost your savings, lower your tax bill, and optimize your entire financial life.

During this episode, we’re going to discuss the importance of an emergency fund and how you can build one of your own.

During this show, we’re going to walk through some of the most frightful retirement mistakes and how you can avoid them.

During this show, we’ll look at Social Security from two important angles: Whether you should file early given the program’s somewhat uncertain future and how a possible 24% Social Security cut could impact retirement as soon as 2032.

During this show, we’re going to discuss the Fed’s recent rate cut and what it might mean for your financial strategy.

During this episode, we’re going to discuss the Great Wealth Transfer and how you can better ensure your own assets end up with the people you care about.

During this show, we’re going to consider steps you can take right now to prepare yourself for a near-horizon retirement.

During this show, we’ll take a much deeper look at how the recently signed Big Beautiful Bill will specifically affect Social Security and older Americans.

On this show, we’ll discuss 13 traits common among wealthy people, that anyone can utilize in their own financial strategy.

On today’s show, we’re going to consider the pros and cons of life insurance and Roth IRAs for retirement income as well as saving in a 401(k) and an IRA in the same year.

During this show, we’ll discuss how you can balance your need to preserve assets during retirement with your goal of truly enjoying your post-work life.

During this show, we’ll examine many of the legal and strategy steps you should consider if you inherit an IRA.

During this show, look at how you may be able to boost your 401(k) balance. We’ll also discuss IRAs.

During this show, we’re going to chat about the signs that help you how to know if you’re ready for retirement.

During this show we’re going to examine some mid-year 2025 financial steps that could brighten your 2026.

During this show we’ll discuss longevity risk and how you may be able to protect your financial strategy from it.

During this show we’re going to mark National Elder Abuse Awareness Day, June 15, by discussing elder abuse prevention and protecting yourself from financial scams.

During this episode, we’ll discuss things you need to know about Social Security in 2025 as well as some of the lesser-known services that Social Security provides.

On this episode, we’ll discuss two common retirement rules: The rule of $1,000 and the rule of dying with zero.

During this episode, we’re going to discuss eight common 401(k) mistakes and why it’s important to avoid them.

During this episode, we’ll consider if those who wanted to retire in 2025 may need to reconsider, and we’ll also touch on how those running behind on retirement savings can still catch up.

During this episode, we’re going to discuss tips for handling your finances and having a plan that will help you if the US goes into a recession.

Meet Ashton Pankonin, the driving force behind Pankonin Financial Group, and discover the core ideas that form the Pankonin Financial Perspective. This episode explores his journey in the financial industry and unpacks the key principles that define his firm's client-focused approach to long-term financial well-being amidst market uncertainties. Understand the values and strategies that shape their guidance.

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