Retirement Planning Tips | Andy Panko | 063
Catching Up to FI · Bill Yount & Becky Heptig
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Show Notes
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:
Retirement Planning Education Website
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Die With Zero: Getting All You Can From Your Money and Your Life by Bill Perkins
Social Security Made Simple | Mike Piper | 054
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