by 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!
Language
🇺🇲
Publishing Since
1/14/2022
Email Addresses
0 available
Phone Numbers
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April 17, 2025
In this special edition "real" person chat, Andy talks with four different people who went through "gray" divorce (i.e. divorcing later in life; typically over the age of 50), to learn what they wish they would have known or done differently as they were going through the divorce process. Tenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education ...
April 10, 2025
Andy chats with fellow retirement planner Mark Rosinski, CFP®, CPA from Dunes 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 know when people have enough to retire, what consumers often overlook in retirement planning and much more! Links in this episode: Mark's advisory company website - Dunes Financial https://www.kitces.com/Wade Pfau - Retirement Pl...
April 3, 2025
Andy discusses the ins and outs of mutual fund capital gain distributions, particularly in normal taxable brokerage accounts. Links in this episode: Tenon Financial monthly e-newsletter - Retirement Planning Insights To send Andy questions to be addressed on future Q&A episodes, email [email protected] Facebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Plan...
Jim Saulnier, CFP® & Chris Stein, CFP®
Roger Whitney, CFP®, CIMA®, RMA, CPWA®
Devin Carroll, CFP® & John Ross, JD
Benjamin Brandt CFP®, RICP®
James Conole, CFP®
Jason Parker
Taylor Schulte, CFP®
Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors
Steve Chen
Ari Taublieb, CFP®, MBA
Casey Weade
Wade Pfau & Alex Murguia
Rob Berger
Wes Moss
The Great Retirement Debate with Ed Slott & Jeffrey Levine
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