Episode Details

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 Planning
• The Michael Kitces website/blog - here
• Ed Slott website/blog - here
• Natalie Choate's book - Life and Death Planning for Retirement Benefits
• Money Quotient life planning tools - here
• George Kinder financial life planning resources - here
• Mitch Anthony financial life planning resources - here
• Reid Stone's non-financial and life planning solutions - here
• Fritz Gilbert's blog - The Retirement Manifesto
• Roger Whitney's podcast - The Retirement Answer Man
• Mitch Anthony's book - The New Retirementality

• Tenon Financial monthly e-newsletter - Retirement Planning Insights
• Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
• YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
• Retirement Planning Education website - www.RetirementPlanningEducation.com