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Retirement Planning Tips | Andy Panko | 063

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Manage episode 404322650 series 3446314
Contenu fourni par Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

Andy Panko is the founder and owner of Tenon Financial, a retirement planning and investment management firm, and Tenon Tax Preparation, a tax return preparation company. Andy joins Becky and guest co-host, Mark, to discuss retirement planning, the role and value of annuities, when to claim social security, and how to determine if you have saved enough for retirement. They also delve into handling taxes in retirement and the importance of community in one’s retirement journey. Welcome to the show, Andy!

🔗 Connect with us

Buy CUtFI a coffee

Record a message for CUtFI

Thank you to our sponsors:

Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!)

Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course)

Nectarine: Advice-Only Financial Advisors

Resources mentioned on the show:

Mark's Money Mind Podcast

Tenon Financial

Tenon Tax Preparation

Retirement Planning Education Website

Find Andy's FB, YT, & Podcast Here

Free Resources

Annuity

MYGA – Multi-Year Guaranteed Annuity

SPIA – Single Premium Immediate Annuity

Immediateannuitites.com

Minimum Dignity Floor

Die With Zero: Getting All You Can From Your Money and Your Life by Bill Perkins

Social Security Made Simple | Mike Piper | 054

4% Rule

The Retirement Answer Man The Retirement and IRA Show NewRetirement Rock Retirement Club Advise-Only Network Andy@andypanko.com Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.
  continue reading

96 episodes

Artwork
iconPartager
 
Manage episode 404322650 series 3446314
Contenu fourni par Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

Andy Panko is the founder and owner of Tenon Financial, a retirement planning and investment management firm, and Tenon Tax Preparation, a tax return preparation company. Andy joins Becky and guest co-host, Mark, to discuss retirement planning, the role and value of annuities, when to claim social security, and how to determine if you have saved enough for retirement. They also delve into handling taxes in retirement and the importance of community in one’s retirement journey. Welcome to the show, Andy!

🔗 Connect with us

Buy CUtFI a coffee

Record a message for CUtFI

Thank you to our sponsors:

Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!)

Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course)

Nectarine: Advice-Only Financial Advisors

Resources mentioned on the show:

Mark's Money Mind Podcast

Tenon Financial

Tenon Tax Preparation

Retirement Planning Education Website

Find Andy's FB, YT, & Podcast Here

Free Resources

Annuity

MYGA – Multi-Year Guaranteed Annuity

SPIA – Single Premium Immediate Annuity

Immediateannuitites.com

Minimum Dignity Floor

Die With Zero: Getting All You Can From Your Money and Your Life by Bill Perkins

Social Security Made Simple | Mike Piper | 054

4% Rule

The Retirement Answer Man The Retirement and IRA Show NewRetirement Rock Retirement Club Advise-Only Network Andy@andypanko.com Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.
  continue reading

96 episodes

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