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Retirement Planning Tips | Andy Panko | 063

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Manage episode 404322650 series 3446314
Contenuto fornito da Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.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

105 episodi

Artwork
iconCondividi
 
Manage episode 404322650 series 3446314
Contenuto fornito da Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.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

105 episodi

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