
Insights from recent episode analysis
Audience Interest
- retirement planning strategies
- tax implications of retirement
Podcast Focus
- IRAs and Roth IRAs
- employer retirement plans
Publishing Consistency
- 203 episodes produced
- active for 4 years
Platform Reach
- platforms not yet detected
- unknown distribution breadth
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Most discussed topics
Brands & references
Total monthly reach
Estimated from 1 chart position in 1 market.
By chart position
- 🇺🇸US · Education#1215K to 30K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
1.5K to 9K🎙 Daily cadence·203 episodes·Last published 1mo ago - Monthly Reach
Unique listeners across all episodes (30 days)
5K to 30K🇺🇸100% - Active Followers
Loyal subscribers who consistently listen
1.5K to 9K
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
Total Followers
—
Total Plays
—
Total Reviews
—
* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 20 epsHost
Recent guests
Recent episodes
#213 – "Real" person retirement planning chat with Tom
Jul 16, 2026
1h 17m 25s
#212 - "Hot topics" edition...Andy and Tanya Nichols talk about having mortgages in retirement, when to start spending down HSAs, what might happen to Social Security and MORE!
Jul 9, 2026
1h 38m 05s
#211 – 8 common tax planning mistakes often made in retirement
Jul 2, 2026
1h 13m 33s
#210 - Q&A edition...Mega backdoor Roth contributions, nonqualified annuities, exceptions to the IRA early withdrawal penalty, when to hire an advisor, how much is too much to pay for an advisor and MORE!
Jun 25, 2026
1h 09m 36s
#209 – "Real" person retirement planning chat with Mark Ross from the Rock Retirement Club
Jun 18, 2026
1h 27m 15s
Social Links & Contact
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 7/16/26 | retirement planningconsulting after retirement+3 | Tom | — | — | retirementplanning+3 | — | 1h 17m 25s | ||
| 7/9/26 | mortgages in retirementspending down HSAs+3 | Tanya Nichols | Retire Agile | — | retirement planningmortgages+3 | — | 1h 38m 05s | ||
| 7/2/26 | tax planningretirement mistakes+4 | — | Required Minimum Distributions | — | tax planningretirement+6 | — | 1h 13m 33s | ||
| 6/25/26 | Mega backdoor Roth contributionsnonqualified annuities+3 | — | IRARoth+2 | — | tax return amendmentsaverage cost basis tracking+3 | — | 1h 09m 36s | ||
| 6/18/26 | retirement planningencorepreneurship+4 | Mark Ross | Rock Retirement ClubNext Thing Group | — | retirementcoaching+4 | — | 1h 27m 15s | ||
| 6/11/26 | annuitiesretirement planning+4 | Adam Grossman | Mayport Wealth Management | — | annuitiesretirement+4 | — | 1h 41m 30s | ||
| 6/4/26 | Roth conversionstax savings+3 | — | VanguardTenon Financial | — | Roth conversiontax analysis+3 | — | 1h 18m 54s | ||
| 5/28/26 | Social Security spousal benefitstax withholdings on Social Security+3 | — | — | — | Social Securityspousal benefits+5 | — | 54m 40s | ||
| 5/21/26 | retirement planningpersonal finance+3 | Daryl | — | — | retirement planningspending+3 | — | 1h 05m 52s | ||
| 5/14/26 | portfolio withdrawal strategiessequence of returns risk+4 | Brad Flood | Tenon Financial | — | retirement planningwithdrawal strategies+4 | — | 1h 30m 42s | ||
| 5/7/26 | cash managementcash equivalents+3 | — | — | — | cashcash equivalents+5 | — | 1h 21m 15s | ||
| 4/30/26 | Treasury obligation interestinherited IRAs+3 | Mark Rosinski | Dunes Financial | — | Treasury interestinherited IRA basis+3 | — | 1h 10m 33s | ||
| 4/23/26 | financial planningtaxation+4 | — | — | — | financial planningtaxes+4 | — | 58m 06s | ||
| 4/16/26 | financial services industrycontent creation+3 | — | — | — | financial servicescontent creation+3 | — | 1h 06m 59s | ||
| 4/9/26 | current market environmenttax updates+3 | Jonathan Vance | Vance Financial Planning | — | retirement planningmarket opportunities+3 | — | 1h 35m 36s | ||
| 4/2/26 | pension optionslump sum vs monthly payments+3 | — | ImmediateAnnuities.comPBGC.gov+3 | — | pensionlump sum+4 | — | 1h 05m 39s | ||
| 3/26/26 | rebalancing accountsRoth IRA contributions+4 | — | — | — | rebalancingRoth IRA+4 | — | 1h 10m 35s | ||
| 3/19/26 | retirement planninghealth insurance+3 | Jim Kellerman | — | — | retirementplanning+5 | — | 1h 30m 11s | ||
| 3/12/26 | retirement planningtax planning+4 | Bradley Hilton | Sonas Financial PlanningTax Foundation | — | retirementfinancial planning+4 | — | 1h 59m 23s | ||
| 3/5/26 | giftinggift taxes+3 | — | Tenon FinancialIRS+1 | — | giftinggift taxes+3 | — | 1h 06m 06s |
Showing 20 of 20
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Similar Audience Demographics
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Distribution & Reach
About the show, platforms, and key insights.
Distribution & Reach
About the show, platforms, and key insights.
Key insights
What the show covers
- IRAs and Roth IRAs
- employer retirement plans
- portfolio withdrawal strategies
- Medicare and annuities
Audience interests
- retirement planning strategies
- tax implications of retirement
- Social Security benefits
- estate planning essentials
Platform reach
- platforms not yet detected
- unknown distribution breadth
- potential for multiple platforms
- limited audience visibility
Publishing consistency
- 203 episodes produced
- active for 4 years
- weekly or more episodes
- consistent educational content
Chart history for Retirement Planning Education, with Andy Panko
Peaked at #121 in United States, currently #121 in United States.
| Market | Genre | Peak | Current | Trend |
|---|---|---|---|---|
| United States | — | #121 | #121 | — |
Chart Positions
1 placement across 1 market.
Chart Positions
1 placement across 1 market.