Retirement Planning Education, with Andy Panko
Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
Retirement Planning Education, with Andy Panko
#136 - Guest host edition...Mike Powers walks through his retirement planning checklist
Special guest host, Mike Powers, CPA, PFS, CFP®, from Manuka Financial sits behind the microphone to walk through his 22-point retirement planning checklist, which includes financial, insurance and lifestyle considerations.
Links in this episode:
- Mike's blog post about the retirement planning checklist - here
- George Kinder's life planning three questions - here
- Mike's company's website - Manuka Financial
- 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
To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com
