Retirement Planning Tips | Andy Panko | 063

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! 🔗 Connect with us Buy CUtFI a coffee Record a message for CUtFI Thank you to our sponsors: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: Mark's Money Mind Podcast Tenon Financial Tenon Tax Preparation Retirement Planning Education Website Find Andy's FB, YT, & Podcast Here Free Resources Annuity MYGA – Multi-Year Guaranteed Annuity SPIA – Single Premium Immediate Annuity Immediateannuitites.com Minimum Dignity Floor Die With Zero: Getting All You Can From Your Money and Your Life by Bill Perkins Social Security Made Simple | Mike Piper | 054 4% Rule The Retirement Answer Man   The Retirement and IRA Show   NewRetirement   Rock Retirement Club   Advise-Only Network   [email protected]   Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.