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

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