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#116 – Retirement planner chat, with Roger Whitney from the Retirement Answer Man podcast
Manage episode 439473308 series 3305727
内容由Andy Panko提供。所有播客内容（包括剧集、图形和播客描述）均由 Andy Panko 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
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
129集单集
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Manage episode 439473308 series 3305727
内容由Andy Panko提供。所有播客内容（包括剧集、图形和播客描述）均由 Andy Panko 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
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
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Interviews with mathematics education researchers about recent studies. Hosted by Samuel Otten, University of Missouri. www.mathedpodcast.com Produced by Fibre Studios
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