Pankonin Financial Perspective

During this episode, we’re going to discuss how you can spend enough money to enjoy life and retirement while still sticking to your financial strategy.

During this show, we’ll discuss retirement planning considerations and explore how much you may want saved as you approach retirement.

As the filing deadline approaches, we break down how to pivot from reactive paperwork to a proactive strategy that minimizes your current liability. We explore the "tax-loss harvesting" technique in depth, illustrating how to turn market volatility into a strategic advantage for your portfolio. Finally, our experts discuss why aligning your asset location with your long-term goals is the...

During this episode, we’re going to consider changes that are coming to IRAs, 401(k)s, and HSAs in 2026 that may keep more money in your pocket.

During this show, our discussion will focus on how to know when to file for Social Security and three ways you might be able to max out your benefit during the current year.

During this show, we’ll look at the new senior tax deduction and potential money moves those who are close to retirement can make this year.

During this show, we’re going to discuss 13 habits you can adopt that may better position you for the retirement you truly want.

During this episode, we’ll discuss the importance of addressing future healthcare expenses when planning for retirement.

During this episode, we’re going to look at some of the financial signs that retirees should be aware of in 2026.

During this episode, we’ll dig into what members of Generation X should do to better prepare for their impending retirement.

During this episode, we’re going to discuss what you need to know about catch-up and retirement strategies in 2026.

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

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

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

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

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

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

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.

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

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

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...

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

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

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.

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