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Retirement Planning Education, with Andy Panko

#085 – Retirement planner chat, with Brian Tegtmeyer from Truly Prosper Financial Planning

Retirement Planning Education, with Andy Panko

Andy Panko

Annuities, Taxes, Ira, Retirement Planning, Social Security, Roth Ira, 401k, Pension, Investing, Financial Planning, Roth Conversion, Tax Planning, Education

2.4671 Ratings

🗓️ 8 February 2024

⏱️ 60 minutes

🧾️ Download transcript

Summary

Andy chats with fellow retirement planner Brian Tegtmeyer, CFP®, from Truly Prosper Financial Planning. 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 someone has "enough" to retire, what consumers often overlook in retirement planning and much more! Links in this episode: Brian's company's website - Truly Prosper Financial PlanningThe Michael Kitces web...

Transcript

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0:00.0

Let's pick the brain of another retirement planner, my friend Brian Tegmeyer from Truly Prosper Financial Planning.

0:05.9

This is the 85th episode of the Retirement Planning Education Podcast.

0:13.4

Welcome to the Retirement Planning Education Podcast, where you can learn all about IRAs and Roth IRAs, employer retirement plans, taxes, social

0:22.1

security, Medicare, portfolio withdrawal strategies, annuities, estate planning, and much more.

0:28.2

And now here's your host, Andy Panko.

0:30.8

All right, welcome back, everyone.

0:32.2

We have another great addition today of another fellow retirement planning here, none other

0:37.0

than Brian Tegmeyer.

0:39.3

Thanks for having me. Yeah, thanks for coming on. Happy you can be here. So Brian has a firm

0:44.7

truly prosper financial planning based out of Columbus, Ohio, which he'll get more into. And Brian

0:49.8

and I know each other from a group we're in called the mastermind group or a study group,

0:55.1

same as Larry who was on last month, Larry Pershing, we're all in the same group. And we meet virtually

1:00.4

about once a month and we discuss all sorts of things about our practices, about technical aspects

1:04.6

of retirement planning and what have you. And it's great because we're all relatively small

1:09.1

operations, you know, one person shop, two person shops.

1:12.7

And it's a good network.

1:14.0

We learn from each other.

1:15.0

It's a source to go to ask questions.

1:17.1

No one can know everything about everything,

1:19.1

especially when you're a relatively small firm like ours.

1:21.2

So it's great that we have the networks of folks we can help rely on and learn from and ask questions too.

1:24.6

So Brian, thank you for being part of that network with me and sharing insight and experience.

...

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