#114 – Retirement planner chat, with me...Andy Panko from Tenon Financial

Retirement Planning Education, with Andy Panko

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3M ago 1:54:44

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We're switching things up a bit! In this week's episode, guest host Mike Powers (from Manuka Financial; was a previous guest on the podcast) chats with the show's host, Andy Panko from Tenon Financial.
In the episode, they talk about a wide array of retirement planning topics and Andy's view and approach toward them, such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to help advise people who are spending more than planned, what consumers often overlook in retirement planning and much more!
Links in this episode:

Andy' company's website - Tenon Financial
Ed Slott's blog - The Slott Report
Ed Slott's paid membership group for advisors - Elite IRA Advisor Group
Michael Kitces blog - here
Jeff Levine's X (formerly Twitter) page - here
Bob Keebler home page - here
Natalie Choate's book - Life & Death Planning for Retirement Benefits
Investment News - www.InvestmentNews.com
Wall Street Journal - www.WSJ.com
Roger Whitney's Podcast - The Retirement Answer Man
Jim Saulnier & Chris Stein's podcast - The Retirement & IRA Show
Benjamin Brandt's podcast - Retirement Starts Today Radio
Victor Medina's podcast - Retirease Radio
Rob Berger's YouTube channel - here

Mike's article about the questions to ask a prospective advisor - 9 Questions to Ask a Flat Fee (or any!) Financial Advisor as You Near Retirement

My article about why it's disingenuous for advisors to pretend they can quantify their value in - How Much Are Your Services Worth?

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

Tenon Financial monthly e-newsletter - Retirement Planning Insights
Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
Retirement Planning Education website - www.RetirementPlanningEducation.com

130 episoder

#Podcasting Education #Andy Panko #Retirement Planning #Financial Planning #Tax #Tax Planning #Investing #Social Security #IRA #Roth IRAs #401k #Pension #Annuity #Roth Conversions