On the show
From 28 epsHost
Recent guests
Recent episodes
#226 – "Real" person retirement planning chat with Mike
Oct 15, 2026
1h 18m 27s
#225 - "Hot topics" edition...Andy and Dan VanDusen talk about 529s vs Trump accounts vs UTMA brokerage accounts, common errors on tax returns, the current state of the bond market and MORE!
Oct 8, 2026
1h 18m 55s
#224 - The basics of bonds: what they are, how they work, and how to use them in retirement planning
Oct 1, 2026
1h 27m 22s
#223 - Q&A edition...the 4% rule, Artificial Intelligence and the planning world, RMDs vs annuity income, TIPS, and MORE!
Sep 24, 2026
1h 00m 01s
#222 - All about pensions...what they are, how they work, how to decide between taking lifetime payments or a lump sum, and MORE! [replay of Andy's appearance on the Catching up to FI podcast]
Sep 17, 2026
1h 44m 19s
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
Blended from 1 signal.
Built from
By chart position
- 🇺🇸United States · EducationHOME#9211K to 71K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
11K to 71K🎙 Daily cadence·223 episodes·Last published 4d ago - Monthly Reach
Unique listeners across all episodes (30 days)
38K to 236K🇺🇸100% - Active Followers
Loyal subscribers who consistently listen
15K to 94K
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.
Social Links & Contact
Official channels & resources
Official Website
Login
RSS Feed
Login
| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 10/15/26 |  #226 – "Real" person retirement planning chat with Mike | Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Mike. They talk about a wide array of retirement planning topics such as how he learned important investing insights from Paul Merriman, how he adapted going from accumulation to decumulation mode, how he used a health sharing organization in lieu of traditional health insurance prior to starting Medicare, his thoughts on trying to downsize homes, and more! Links ... | 1h 18m 27s | ||||||
| 10/8/26 | #225 - "Hot topics" edition...Andy and Dan VanDusen talk about 529s vs Trump accounts vs UTMA brokerage accounts, common errors on tax returns, the current state of the bond market and MORE! | Andy and Dan VanDusen from Objective Wealth share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: How to decide between investing money for a child or grandchild in a 529 vs Trump account vs UTMA brokerage account ( 9:19 )What errors and missed items they commonly see in reviewing tax returns ( 18:28 )Their thoughts on the current state of affairs of the bond market ( 25:10 )What to do with appreciated mutual funds... | 1h 18m 55s | ||||||
| 10/1/26 | #224 - The basics of bonds: what they are, how they work, and how to use them in retirement planning | Andy discusses the basics of bonds, including: Basic features and functions of bondsThe risks in bondsBond issuers and maturitiesHow bonds can be usedHow and why bond prices changes, and how interest rates impact pricesBonds vs bond funds Links in this episode: Tenon Financial's October 1 newseltter - The basics of bonds: what they are, how they work, and how to use them in retirement planningAndy's YouTube video - Bonds, bond prices, and bond yields Tenon Financial monthly e-newsletter - Re... | 1h 27m 22s | ||||||
| 9/24/26 | #223 - Q&A edition...the 4% rule, Artificial Intelligence and the planning world, RMDs vs annuity income, TIPS, and MORE! | Listener Q&A where Andy talks about: Follow up thoughts on a previous question about whether it's better to use $27k of cash to make a mega backdoor Roth contribution, or to do a $100k in-plan Roth conversion and use the $27k to pay the taxes on it ( 4:01 )Why the 4% rule isn't called the 3% rule, when working with an advisor who charges 1% of assets under management ( 13:52 )His thoughts on how Artificial Intelligence might impact the advisory world with regards to service offering... | 1h 00m 01s | ||||||
| 9/17/26 | #222 - All about pensions...what they are, how they work, how to decide between taking lifetime payments or a lump sum, and MORE! [replay of Andy's appearance on the Catching up to FI podcast] | In this replay of Andy's recent guest appearance on the Catching up to FI podcast, Andy and hosts Bill Yount, MD, and Jackie Cummings Koski, CFP®, AFC®, talk all about traditional defined benefit pensions. What they are, how they work, how to decide between taking payments vs a lump sum and much more! Links in this episode: The original audio version of the Catching up to FI podcast episode - https://podcasts.apple.com/us/podcast/are-pensions-really-dead-the-surprising-value-of/id1664430924?... | 1h 44m 19s | ||||||
| 9/10/26 | retirement planningtax planning+4 | Ryan Langan | Your Path FiTenon Financial+1 | — | retirement planningtax planning+4 | — | 1h 36m 47s | ||
| 9/3/26 | tax compliancemoving states+3 | — | — | — | tax compliancemoving to a new state+3 | — | 1h 24m 49s | ||
| 8/27/26 | mortgage vs Roth conversionsSocial Security survivor benefits+3 | — | Social Security457b | — | mortgageRoth conversions+3 | — | 1h 05m 26s | ||
| 8/20/26 | retirement planningdecumulation+3 | Mark | — | — | retirementplanning+4 | — | 1h 41m 45s | ||
| 8/13/26 | unrealized gainsbrokerage accounts+3 | — | — | — | tax-efficient sellingAmortization Based Withdrawals+3 | — | 1h 09m 18s | ||
| 8/6/26 | Trump accountsretirement planning+3 | — | Tenon FinancialTrump accounts: what they are, how they work, and use cases | — | Trump accountsretirement planning+5 | — | 1h 36m 06s | ||
| 7/30/26 | Social Securitytrust fund+3 | — | Social Security trusteesPROMISE Act | — | Social Securitytrust fund depletion+3 | — | 55m 15s | ||
| 7/23/26 | Roth conversionstax planning+3 | — | — | — | Roth conversion analysismarginal tax rates+5 | — | 1h 08m 30s | ||
| 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 33 of 223
Pitch Fit is a Pro feature
See how bookable this show is for guests, which brands already advertise, the per-episode ad value, and the best-fit guest and sponsor profile. The numbers are blurred on the free plan.
How readily this show books outside guests like you.
How proven this show is for host-read sponsorships.
For Guests
ProFor Advertisers
ProUpgrade to Pro to unlock guest cadence, sponsor categories, fit scores, and per-episode ad value for this show.
Similar Audience Demographics
Podcasts that attract a similar listener profile
Retirement Starts Today
Benjamin Brandt CFP®, RICP®
Retirement Answer Man
Roger Whitney, CFP®, CIMA®, RMA, CPWA®
The Retirement and IRA Show
Jim Saulnier, CFP® & Chris Stein, CFP®
Big Picture Retirement®
Devin Carroll, CFP® & John Ross, JD
Stay Wealthy Retirement Podcast
Taylor Schulte, CFP®
Ready For Retirement
James Conole, CFP®
Sound Retirement Radio
Jason Parker
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 #92 in United States, currently #92 in United States.
| Market | Genre | Peak | Current | Trend |
|---|---|---|---|---|
| United States | — | #92 | #92 | — |
Chart Positions
1 placement across 1 market.
Chart Positions
1 placement across 1 market.