#114 – Retirement planner chat, with me...Andy Panko from Tenon Financial
Update: 2024-08-29
Description
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
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