34 subscribers
انتقل إلى وضع عدم الاتصال باستخدام تطبيق Player FM !
المدونة الصوتية تستحق الاستماع
برعاية


1 Mack Dryden "Dentist Visit" Bonus Show #119 7:46
#136 - Guest host edition...Mike Powers walks through his retirement planning checklist
Manage episode 463953912 series 3305727
Special guest host, Mike Powers, CPA, PFS, CFP®, from Manuka Financial sits behind the microphone to walk through his 22-point retirement planning checklist, which includes financial, insurance and lifestyle considerations.
Links in this episode:
- Mike's blog post about the retirement planning checklist - here
- George Kinder's life planning three questions - here
- Mike's company's website - Manuka Financial
- 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
To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com
143 حلقات
Manage episode 463953912 series 3305727
Special guest host, Mike Powers, CPA, PFS, CFP®, from Manuka Financial sits behind the microphone to walk through his 22-point retirement planning checklist, which includes financial, insurance and lifestyle considerations.
Links in this episode:
- Mike's blog post about the retirement planning checklist - here
- George Kinder's life planning three questions - here
- Mike's company's website - Manuka Financial
- 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
To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com
143 حلقات
كل الحلقات
×
1 #140 - Q&A edition...Donor Advised Funds, back door Roth IRA contributions, 10-year Treasury bonds, crypto and MORE! 53:02

1 #139 – Retirement planning chat with a "real" person, John McLaurin 58:14

1 #138 – Retirement planner chat, with Liz Yoder from Dependent Financial Planning 1:12:46

1 #137 - 7 scenarios where it might be beneficial to do Roth conversions 53:08

1 #136 - Guest host edition...Mike Powers walks through his retirement planning checklist 32:39

1 #135 - Q&A edition...understanding financial advisor's titles, repeal of Social Security WEP & GPO, umbrella insurance and MORE! 57:18

1 #134 – Retirement planning chat with a "real" person, Brian Alexander 1:01:05

1 #133 – Retirement planner chat, with Eric Niergarth from Retirement Roadmap Financial Planning 1:09:13

1 #132 - Why the value in financial advisory services can't actually be measured 57:11

1 #131 - Q&A edition...mutual funds vs ETFs, traditional vs rollover IRAs, how much umbrella insurance to get and MORE! 56:44

1 #130 – Retirement planning chat with a "real" person, Peter Townsend 1:55:52

1 #129 – Retirement planner chat, with Andrew Gray from Gray Wealth Strategies 1:34:52

1 #128 - How to decide whether to own or rent your home in retirement 43:26

1 #127 - Q&A edition...concentration in the S&P 500, direct indexing, how to transfer accounts from one broker to another and MORE! 53:38

1 #126 – Retirement planning chat with a "real" person, Jane 1:12:00
مرحبًا بك في مشغل أف ام!
يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.