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内容由Andy Panko提供。所有播客内容(包括剧集、图形和播客描述)均由 Andy Panko 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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#135 - Q&A edition...understanding financial advisor's titles, repeal of Social Security WEP & GPO, umbrella insurance and MORE!

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Manage episode 462632417 series 3305727
内容由Andy Panko提供。所有播客内容(包括剧集、图形和播客描述)均由 Andy Panko 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Listener Q&A where Andy talks about:

  • What it means between an advisor who calls themself a financial planner vs wealth manager vs any other label they choose to use ( 10:24 )
  • My thoughts on the recently repealed Windfall Elimination Provision ("WEP") and Government Pension Offset ("GPO") parts of Social Security ( 20:35 )
  • A follow up to a previously discussed Q&A topic about how much umbrella insurance to purchase ( 31:18 )
  • How income is taxed to a recently deceased person vs their heirs or their estate ( 37:08 )
  • How best to gift money to grandchildren to get them started with saving and investing ( 42:10 )
  • Understanding a bond or bond fund's "duration" and how to use it measure the bond or bond fund's interest rate price change risk. And what it means to have a recommended "holding period" for a bond fund ( 46:45 )

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

  continue reading

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Artwork
icon分享
 
Manage episode 462632417 series 3305727
内容由Andy Panko提供。所有播客内容(包括剧集、图形和播客描述)均由 Andy Panko 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Listener Q&A where Andy talks about:

  • What it means between an advisor who calls themself a financial planner vs wealth manager vs any other label they choose to use ( 10:24 )
  • My thoughts on the recently repealed Windfall Elimination Provision ("WEP") and Government Pension Offset ("GPO") parts of Social Security ( 20:35 )
  • A follow up to a previously discussed Q&A topic about how much umbrella insurance to purchase ( 31:18 )
  • How income is taxed to a recently deceased person vs their heirs or their estate ( 37:08 )
  • How best to gift money to grandchildren to get them started with saving and investing ( 42:10 )
  • Understanding a bond or bond fund's "duration" and how to use it measure the bond or bond fund's interest rate price change risk. And what it means to have a recommended "holding period" for a bond fund ( 46:45 )

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

  continue reading

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