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Mindset, Money, & Life for late starters on the journey to Financial Independence

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  2. Retirement Planning Tips | Andy Panko | 063

Mar 3, 2024

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!

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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.