Andy chats with fellow retirement planner Roger Whitney, CFP®, CIMA®, CPWA® from The Retirement Answer Man podcast. In this episode they talk about a wide array of retirement planning topics such as tax planning, investing, annuities, how to help advise people get over the hurdle of not wanting to spend their money, what consumers often overlook in retirement planning and much more!

Links in this episode:

• Roger's website - The Retirement Answer Man
• Bronnie Ware's book - The Top Five Regrets of the Dying
• Roger's workbook of info and questions about - Finding a Trusted Advisor

To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com

• 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

Andy summarizes the tax-related concepts to know when giving to charities, and summarizes a few ways in which to make your charitable donations as tax-efficient for you as possible

Links in this episode:

• IRS Publication 526 - here
• My YouTube video - How to Give to Charities Tax Efficiently
• My YouTube video - Overview of Federal Income Taxation

• 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

To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com

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 overlook in retirement planning and much more!

Links in this episode:

• Andy' company's website - Tenon Financial
• Ed Slott's blog - The Slott Report
• Ed Slott's paid membership group for advisors - Elite IRA Advisor Group
• Michael Kitces blog - here
• Jeff Levine's X (formerly Twitter) page - here
• Bob Keebler home page - here
• Natalie Choate's book - Life & Death Planning for Retirement Benefits
• Investment News - www.InvestmentNews.com
• Wall Street Journal - www.WSJ.com
• Roger Whitney's Podcast - The Retirement Answer Man
• Jim Saulnier & Chris Stein's podcast - The Retirement & IRA Show
• Benjamin Brandt's podcast - Retirement Starts Today Radio
• Victor Medina's podcast - Retirease Radio
• Rob Berger's YouTube channel - here

• Mike's article about the questions to ask a prospective advisor - 9 Questions to Ask a Flat Fee (or any!) Financial Advisor as You Near Retirement

• My article about why it's disingenuous for advisors to pretend they can quantify their value in - How Much Are Your Services Worth?

To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com

• 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