EPISODE · Aug 29, 2024 · 1H 54M
#114 – Retirement planner chat, with me...Andy Panko from Tenon Financial
from Retirement Planning Education, with Andy Panko
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 FinancialEd Slott's blog - The Slott ReportEd Slott's paid membership group for advisors - Elite IRA Advisor GroupMichael Kitces blog - hereJeff Levine's X (formerly Twitter) page - hereBob Keebler home page - hereNatalie Choate's book - Life & Death Planning for Retirement BenefitsInvestment News - www.InvestmentNews.comWall Street Journal - www.WSJ.comRoger Whitney's Podcast - The Retirement Answer ManJim Saulnier & Chris Stein's podcast - The Retirement & IRA ShowBenjamin Brandt's podcast - Retirement Starts Today RadioVictor Medina's podcast - Retirease RadioRob Berger's YouTube channel - hereMike's article about the questions to ask a prospective advisor - 9 Questions to Ask a Flat Fee (or any!) Financial Advisor as You Near RetirementMy 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 [email protected] Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com
What this episode covers
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...
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#114 – Retirement planner chat, with me...Andy Panko from Tenon Financial
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