#197 - Q&A edition...how often to rebalance, tracking Roth IRA contributions, are RMDs really that bad, paying off mortgages before retirement and MORE!
About this episode
Andy Panko answers listener questions on various retirement planning topics.
Listener Q&A where Andy talks about: How often to check your accounts for rebalancing, and how often to check on your bigger picture finances and plan ( 2:32 )What to do with old positions you no longer want in a brokerage account but they all have large unrealized gains ( 16:03 )How Medi-Cal benefits interact with a high deductible health plan and an HSA (spoiler alert...I don't know!) ( 22:20 )Are there any good reasons to leave old/prior employer 401(k) plans where they are ( 25:...
People in this episode
Host: Andy Panko
Topics covered
- rebalancing accounts
- Roth IRA contributions
- RMDs
- mortgage payoff
- Medi-Cal benefits
- 401(k) plans
Keywords
- rebalancing
- Roth IRA
- RMDs
- mortgage
- Medi-Cal
- 401(k)
More episodes of Retirement Planning Education, with Andy Panko
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- #200 – 200th episode special edition: my observations about the financial services industry
- #199 - "Hot topics" edition...Andy and Jonathan Vance talk about opportunities in the current market environment, 2026 tax updates, questions to ask advisors and MORE!
- #198 - Whether to take a pension as a lump sum or monthly payments
- #196 – "Real" person retirement planning chat with Jim Kellerman
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