Ashton Pankonin

Pankonin Financial Perspective

Business EN ↓ 61 Folgen

Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.

Autor

Ashton Pankonin

Kategorie

Business

Neueste Folge

11. Jul 2026

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Five Pillars for Retirement 17.01.2026

During today’s show, examine and discuss five planning pillars that may help you on your path to retirement.

When Not To Play It Safe 10.01.2026

During this episode, we’re going to discuss why playing it safe isn’t always the right move, even during retirement.

Retiring Early? Here’s What You Need To Know. 27.12.2025

During this episode, we’ll examine some of the things you need to know about retiring early.

Getting Financially Ready for 2026 20.12.2025

During this episode, we’ll examine seven steps that may help you better prepare your finances for 2026.

So, You’re a Decade From Retirement 13.12.2025

During this episode, we’ll consider potential steps to prepare for retirement if you’re about a decade away from that monumental event.

How To Protect Your Retirement Savings 06.12.2025

During this episode, we’re going to have a conversation about techniques and steps that may help you protect more of your retirement savings.

Retirement: When Should You Wait? 29.11.2025

In this episode, we’ll discuss the reasons some people are delaying retirement as well as the pros and cons of working a little longer.

Preparing For Retirement Expenses 22.11.2025

During this episode, we’ll discuss common retirement expenses that many people don’t prepare for. We’ll also discuss wealth plans.

What Social Security’s 2026 COLA Means for You 15.11.2025

In this episode, we’re going to discuss Social Security recently announced 2026 Cost of Living Adjustment (COLA).

The Year-End Financial Checklist 08.11.2025

This episode provides your comprehensive, step-by-step checklist for closing out your financial year strong and setting yourself up for success in the new year. We focus on critical, time-sensitive actions, including maximizing your tax-advantaged retirement contributions and executing smart tax-loss harvesting strategies before December 31st. Tune in to ensure you don't miss any final opport...

Emergency Fund 101 01.11.2025

During this episode, we’re going to discuss the importance of an emergency fund and how you can build one of your own.

Avoid These Spooky Retirement Mistakes 25.10.2025

During this show, we’re going to walk through some of the most frightful retirement mistakes and how you can avoid them.

Social Security: Preparing for the Unknown 11.10.2025

During this show, we’ll look at Social Security from two important angles: Whether you should file early given the program’s somewhat uncertain future and how a possible 24% Social Security cut could impact retirement as soon as 2032.

What the Fed’s Rate Cut Means For You 04.10.2025

During this show, we’re going to discuss the Fed’s recent rate cut and what it might mean for your financial strategy.

The Great Wealth Transfer and You 27.09.2025

During this episode, we’re going to discuss the Great Wealth Transfer and how you can better ensure your own assets end up with the people you care about.

So, You Want to Retire Soon? 20.09.2025

During this show, we’re going to consider steps you can take right now to prepare yourself for a near-horizon retirement.

Social Security and the Big Beautiful Bill 13.09.2025

During this show, we’ll take a much deeper look at how the recently signed Big Beautiful Bill will specifically affect Social Security and older Americans.

These Habits Aren’t Just for the Wealthy 06.09.2025

On this show, we’ll discuss 13 traits common among wealthy people, that anyone can utilize in their own financial strategy.

Life Insurance? Roth IRA? What You Need to Know! 30.08.2025

On today’s show, we’re going to consider the pros and cons of life insurance and Roth IRAs for retirement income as well as saving in a 401(k) and an IRA in the same year.

How to Truly Enjoy Your Retirement 23.08.2025

During this show, we’ll discuss how you can balance your need to preserve assets during retirement with your goal of truly enjoying your post-work life.

Beneficiary 101 16.08.2025

During this show, we’ll examine many of the legal and strategy steps you should consider if you inherit an IRA.

Yes, retirees should keep investing 09.08.2025

During this episode we’ll consider whether retirees should continue investing and talk about the various options for financial growth in retirement.

The Cost of Being a Grandparent 02.08.2025

During today’s show, we’ll consider how much it costs to be a grandparent and how you can build a financial strategy that positions you to enjoy your grandkids while also taking care of your own financial needs.

What You Need to Know 26.07.2025

During this show we’re going to take a close look at annuities, particularly their pros and cons.

Time, Discipline, and Dollars: Building Wealth the Smart Way 19.07.2025

In this episode we’re talking about how time, consistency, and strategy can be your biggest financial allies. We will discuss Time Value of Money, Long term investing, and Dollar Cost Averaging.

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