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
#154 - What retirement-focused financial and tax planning firms do for their fee, using my firm as an example
Andy discusses what financial firms do for their fee, using his own firm, Tenon Financial, as an example
Links in this episode:
- Tenon Financial's website - https://tenonfinancial.com/
- Tenon Financial's June 2025 newsletter - here
- Andy's article explaining how it's impossible to quantify the value of advisory services in - How Much Are Your Services Worth?
- 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
