• #119 - Andy's appearance on Rob Berger's YouTube channel, talking about taxes in retirement

  • Oct 3 2024
  • Length: 1 hr and 41 mins
  • Podcast

#119 - Andy's appearance on Rob Berger's YouTube channel, talking about taxes in retirement

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  • Summary

  • Andy appeared as a guest/co-host on the September 23, 2024 episode of Rob Berger's YouTube live stream video series. In it, they discussed taxes and tax planning in retirement, as well as a host of other questions such as account rebalancing, Roth conversion analysis, and more! There was also plenty of live Q&A from Rob's loyal followers/watchers.

    For those who don't already know, Rob Berger has one of the best YouTube channels out there for straight-shooting, educational and informative content about retirement planning and investing. You can find a link to the channel and this specific episode below.


    Links in this episode:

    • Rob's YouTube channel - here
    • My YouTube episode with Rob - here


    • Tenon Financial monthly e-newsletter - Retirement Planning Insights
    • Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
    • YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
    • Retirement Planning Education website - www.RetirementPlanningEducation.com


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