EPISODE · Jun 5, 2025 · 1H 2M
#154 - What retirement-focused financial and tax planning firms do for their fee, using my firm as an example
from Retirement Planning Education, with Andy Panko
Andy discusses what financial firms do for their fee, using his own firm, Tenon Financial, as an exampleLinks in this episode:Tenon Financial's website - https://tenonfinancial.com/Tenon Financial's June 2025 newsletter - hereAndy's article explaining how it's impossible to quantify the value of advisory services in - How Much Are Your Services Worth?Tenon 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 To send Andy questions to be addressed on future Q&A episodes, email [email protected]
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Andy discusses what financial firms do for their fee, using his own firm, Tenon Financial, as an example Links in this episode: Tenon Financial's website - https://tenonfinancial.com/Tenon Financial's June 2025 newsletter - hereAndy's article explaining how it's impossible to quantify the value of advisory services in - How Much Are Your Services Worth? Tenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Ret...
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#154 - What retirement-focused financial and tax planning firms do for their fee, using my firm as an example
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