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

Retirement Planning Education, with Andy Panko

Το περιεχόμενο παρέχεται από το Andy Panko. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Andy Panko ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

2M ago 1:54:44

MP3•Αρχική οθόνη επεισοδίου

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

125 επεισόδια

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