#107 – Retirement planner chat, with Mike Powers from Manuka Financial

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

2.4 • 671 Ratings

🗓️ 11 July 2024

⏱️ 112 minutes

🔗️ Recording | iTunes | RSS

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Summary

Andy chats with fellow retirement planner Mike Powers, CPA, PFS, CFP®, from Manuka 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 help advise people who are spending more than planned, what consumers often overlook in retirement planning and much more! Links in this episode: Mike's company's website - Manuka FinancialMichael Kitces website - hereMr Mone...

Transcript

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0:00.0	It's time to chat with another fellow retirement planner, Mike Powers from Manuka Financial,
0:04.7	in this the 107th episode of the Retirement Planning Education Podcast.
0:12.8	Welcome to the Retirement Planning Education Podcast, where you can learn all about IRAs and Roth IRAs,
0:18.8	employer retirement plans, taxes, social security, Medicare,
0:22.9	portfolio withdrawal strategies, annuities, estate planning, and much more. And now here's your host,
0:29.1	Andy Panko. Hello, everybody. So we meet again. Today we meet to discuss in our, to have another
0:36.3	fellow retirement planner chat.
0:38.5	This time, it is with my buddy Mike Powers from Manuka Financial based in Virginia.
0:43.8	So I first met Mike virtually.
0:45.6	I think it was 2020 during that dumpster fire of a year that was COVID.
0:50.6	You may or may not remember.
0:52.7	I was introduced to Mike through another friend who thought Mike and I have a lot in common.
0:59.5	Similarly, it came from the corporate world, both starting up our own retirement planning slash investment management practices, both with a tax background.
1:07.2	Mike's a CPA.
1:08.3	He worked at a larger advisory firm for a while.
1:12.1	And both kind of split off to do our own thing for similar reasons and motivations. We're very like-minded in why we're
1:19.2	doing what we do and how we do it. So Mike and I just sort of clicked really, really quickly initially
1:24.3	and stayed in touch. Now we have not yet met in person, unfortunately. He did extend the offer. He was up here for a wedding in, I want to say it was Long Beach Island,
1:32.6	New Jersey, which is about an hour, hour and a half for me. And so he said, well, I was going to be
1:36.9	up here if we can meet. And I was like, cool, thanks for the offer. That's not really that close. Plus, I think I had something else going on. I wasn't just being lazy. So it did not work out,
1:49.7	but rest assured, Mike and I will meet at some point. I can't imagine that we won't either next time I'm in and around Virginia or when he's up here in the New York area. Who knows, maybe even at
1:54.1	some conference and some other random part of the country where we're both at. Anyway, are you really
	...

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