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Retirement Planning Education, with Andy Panko

#114 – Retirement planner chat, with me...Andy Panko from Tenon 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 β€’ 671 Ratings

πŸ—“οΈ 29 August 2024

⏱️ 115 minutes

🧾️ Download transcript

Summary

We're switching things up a bit! In this week's episode, guest host Mike Powers (from Manuka Financial; was a previous guest on the podcast) chats with the show's host, Andy Panko from Tenon Financial. In the episode, they talk about a wide array of retirement planning topics and Andy's view and approach toward them, 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...

Transcript

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0:00.0

It's time to have another retirement planner chat episode where special guest host, Mike Powers,

0:05.2

will be chatting with me, Andy Panko, in this, the 114th episode of the Retirement Planning Education Podcast.

0:15.8

Welcome to the Retirement Planning Education Podcast, where you can learn all about IRAs and Roth IRAs,

0:21.9

employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies,

0:27.8

annuities, estate planning, and much more. And now here's your host, Andy Panko.

0:33.4

Hello again, my friends. Welcome back. I'm glad you're here. Today we have an interesting one.

0:38.2

So this is the fifth Thursday of this month of August. And as you maybe know by now,

0:45.4

each month, well, you definitely know, each month normally has, you know, four Thursdays.

0:49.4

A couple months, we'll have two Thursdays. And so what I do is, since this podcast come out on

0:53.2

Thursdays, there's a schedule. There's, you know, the first Thursday the month is a deep dive where I'm

0:58.2

talking about a specific topic. The second Thursday of the month is where I have on another

1:02.4

fellow retirement planner that I chat with. Third Thursday is I have any real person to talk

1:07.9

with them about their retirement planning. the fourth Thursday of the month is a

1:11.2

Q&A. But for the months that have a fifth Thursday, such as August, I do some sort of special

1:16.7

something or other kind of figured it out when it comes. My friend Mike Powers, he was on the show

1:22.9

last month, I think it was, yeah, as a retirement planner from Manuka Financial.

1:29.5

Great guy, good friends with him, and we flowed well in the chat in our recording.

1:35.9

And Mike had the idea of, hey, for this month's extra episode, how about turn the tables,

1:41.7

flip the script, how about I come on as the retirement planner to uh sit in the hot seat

1:47.4

if you will and have him host it and ask me the question so people listening can can get to know

1:53.2

sort of my story and background and what's not so i was like man that's a brilliant idea good job mike

1:59.5

i know there's a reason I keep you around.

...

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