Episode Details

Retirement Planning Tips | Andy Panko | 063

Episode 63 Published 2 years, 4 months ago

Description

Andy Panko is the founder and owner of Tenon Financial, a retirement planning and investment management firm, and Tenon Tax Preparation, a tax return preparation company. Andy joins Becky and guest co-host, Mark, to discuss retirement planning, the role and value of annuities, when to claim social security, and how to determine if you have saved enough for retirement. They also delve into handling taxes in retirement and the importance of community in one's retirement journey. Welcome to the show, Andy!

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Resources mentioned on the show:

Mark's Money Mind Podcast

Tenon Financial

Tenon Tax Preparation

Retirement Planning Education Website