Retirement Planning Education, with Andy Panko

#116 – Retirement planner chat, with Roger Whitney from the Retirement Answer Man podcast

Andy chats with fellow retirement planner Roger Whitney, CFP®, CIMA®, CPWA® from The Retirement Answer Man podcast. In this episode they talk about a wide array of retirement planning topics such as tax planning, investing, annuities, how to help advise people get over the hurdle of not wanting to spend their money, what consumers often overlook in retirement planning and much more!

Links in this episode:

To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com

People on this episode