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Retirement Planning Education, with Andy Panko

#176 - Guest host Brian Tegtmeyer from Truly Prosper Financial Planning talks about the non-financial aspects of planning a great retirement

Retirement Planning Education, with Andy Panko

Andy Panko

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

4.91.1K Ratings

🗓️ 30 October 2025

⏱️ 36 minutes

🧾️ Download transcript

Summary

In this special guest host episode, Brian Tegtmeyer from Truly Prosper Financial Planning talks about how to address and plan for the non-financial aspects of retirement such as intellectual engagement, purposeful activities, health and fitness, relationships and more. And he also shares a quick exercise to do to see how you can measure your satisfaction in these various areas, and how to help intentionally address the ones you feel need improvement Links in this episode: Truly Pros...

Transcript

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0:00.0

It's time for a special edition episode today where my friend Brian Tegmeyer from Truly Prosper Financial Planning

0:05.3

takes over the microphone and shares some great insight into planning and intentionality behind the non-financial aspects of retirement in this, the 176th episode of the Retirement Planning Education Podcast.

0:18.9

Welcome to the Retirement Planning Education Podcast, where you can learn all about IRAs and Roth IRAs, employer retirement plans, taxes, social security, Medicare, portfolio withdrawal strategies, annuities, estate planning, and much more. And now here's your host, Andy Panko.

0:36.5

Hello, everyone. Welcome back. Thank you as always for listening. So today is another

0:40.9

special edition episode where those who know the show well and know the format of it when

0:47.0

there is a, it comes out every Thursday or at least Thursday, Eastern time comes out Thursday,

0:51.7

1 a.m. Eastern. I realized not too long ago that that actually means

0:55.5

Wednesday night in other time zones of the country, but whatever, I'm going to say it comes out

0:59.8

Thursday. And for the months where there is a fifth Thursday in it, such as this month, October,

1:05.6

2025, when there's a fifth Thursday, that fifth Thursday is filled up by some, to be determined format

1:11.9

or episode and some kind of special edition. So the first Thursday of the month is just me

1:16.9

behind the mic talking about something in depth. The second one is where I have on another

1:20.8

retirement planner, either talking about their business or talking about a hot topics,

1:24.6

recap where we talk about random things in retirement planning the third

1:28.4

Thursday of the month is where I have any real person the fourth Thursday is Q&A and the fifth

1:32.7

Thursday where there is one is kind of a grab bag to be determined to figure it out at the time

1:36.5

so this month my friend Brian Tegmeyer you've heard him on the show twice before he we did a hot

1:43.4

topics episode earlier this year, and then last year,

1:46.1

if not the year before, maybe, he was on where we kind of talked in depth about his views

1:50.8

and approach and philosophy toward retirement planning. So definitely, if you don't know Brian yet,

1:54.5

go back and check out those two episodes. Great guy, great episodes. He's one of the folks in

1:59.8

one of these mastermind, aka study groups that I'm in,

...

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