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 Andy@andypanko.com 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.
