Pankonin Financial Group

08/26/2026

We believe you don’t have to wait until retirement is right around the corner to begin planning. Taking small steps today can give you more flexibility later. Reviewing your savings, estimating future expenses, and understanding your retirement accounts are all great places to start. To get in touch, call us today at 952-873-2703.

08/24/2026

Market ups and downs can feel more stressful near retirement. A thoughtful strategy can help you stay focused on your long-term goals. To get started, call our office at 952-873-2703.

08/21/2026

How to Manage a Windfall . . .
During this episode, we'll cover nine ways to thoughtfully handle a sudden windfall.

https://www.pankoninfinancialgroup.com/weekly-podcast

08/19/2026

10 Reasons to Save for Retirement in a Roth IRA.

Roth IRA benefits include tax-free retirement income and other valuable tax advantages.

08/17/2026

"Before choosing your retirement date, we believe you should consider these three questions:

1. How much will I need each month?
2. Where will that income come from?
3. How will my plan respond if circumstances change?

Retirement planning is not about predicting the future perfectly. It is about preparing for a range of possibilities.

Schedule a retirement readiness conversation with us at 952-873-2703.

08/14/2026

Signs That You’re Ready to Retire . . .

During this episode, we'll cover seven data-driven signs that could indicate someone is ready to retire, even if it doesn't feel that way yet.

https://www.pankoninfinancialgroup.com/weekly-podcast

08/12/2026

"Pencils up. It's back-to-school season, and your financial plan is due for a checkup too.
When was the last time you reviewed your retirement income plan, tax strategy, beneficiary designations, or savings goals? Think of it as a pop quiz, except you get to see the questions ahead of time.
Let's schedule time to review your plan before the fall season gets busy."

08/11/2026

Learn about the common pitfalls people find themselves in when Medicare doesn’t cover the cost of care.

Learn about the common pitfalls people find themselves in when Medicare doesn’t cover the cost of care.

08/10/2026

See how you stack up against your peers when it comes to retirement savings.

See how you stack up against your peers when it comes to retirement savings.

08/07/2026

Guilt-Free Spending in Retirement . . .

During this episode, we'll cover eight ways retirees may be able to spend their savings with more confidence and less guilt.

https://www.pankoninfinancialgroup.com/weekly-podcast