Retirement Planning Education, with Andy Panko #085 – Retirement planner chat, with Brian Tegtmeyer from Truly Prosper Financial Planning
Feb 8, 2024
59:41
Andy chats with fellow retirement planner Brian Tegtmeyer, CFP®, from Truly Prosper Financial Planning. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when someone has "enough" to retire, what consumers often overlook in retirement planning and much more!
Links in this episode:
- Brian's company's website - Truly Prosper Financial Planning
- The Michael Kitces website/blog - here
- Ed Slott website/blog - here
- Natalie Choate's book - Life and Death Planning for Retirement Benefits
- Money Quotient life planning tools - here
- George Kinder financial life planning resources - here
- Mitch Anthony financial life planning resources - here
- Reid Stone's non-financial and life planning solutions - here
- Fritz Gilbert's blog - The Retirement Manifesto
- Roger Whitney's podcast - The Retirement Answer Man
- Mitch Anthony's book - The New Retirementality
- 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