Retirement Planning Education, with Andy Panko

#107 – Retirement planner chat, with Mike Powers from Manuka Financial

July 11, 2024 Andy Panko
#107 – Retirement planner chat, with Mike Powers from Manuka Financial
Retirement Planning Education, with Andy Panko
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Retirement Planning Education, with Andy Panko
#107 – Retirement planner chat, with Mike Powers from Manuka Financial
Jul 11, 2024
Andy Panko

Andy chats with fellow retirement planner Mike Powers, CPA, PFS, CFP®, from Manuka Financial. In this episode they talk about a wide array of retirement planning topics 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:

  • Mike's company's website - Manuka Financial
  • Michael Kitces website - here
  • Mr Money Mustache blog - here
  • ChooseFI financial independent community - here
  • Early Retirement Now website - here
  • Allan Roth from Wealth Logic - here
  • David Hulstrom from Financial Architects - here


Show Notes

Andy chats with fellow retirement planner Mike Powers, CPA, PFS, CFP®, from Manuka Financial. In this episode they talk about a wide array of retirement planning topics 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:

  • Mike's company's website - Manuka Financial
  • Michael Kitces website - here
  • Mr Money Mustache blog - here
  • ChooseFI financial independent community - here
  • Early Retirement Now website - here
  • Allan Roth from Wealth Logic - here
  • David Hulstrom from Financial Architects - here