TenonFinancial's profile picture. Fee-only retirement planner & investment manager | Podcast host | YouTube channel creator | Facebook group moderator | Newsletter writer

Andy Panko, CFP®, RICP®, EA

@TenonFinancial

Fee-only retirement planner & investment manager | Podcast host | YouTube channel creator | Facebook group moderator | Newsletter writer

Andy Panko, CFP®, RICP®, EA reposted

I’ve been in the investing business for over 20 years. Here are 10 important lessons I’ve picked up along the way. 🧵


Andy Panko, CFP®, RICP®, EA reposted

Investors think dividend income is getting hard to come by.


Here's a summary of the recently proposed tax changes that are more likely to impact individuals and/or retirement planning: tenonfinancial.com/rfop


If you're a financial advisor, you may not actually be a financial advisor... Here's what I mean: rethinking65.com/2021/09/14/are… #FinancialAdvisor


Charging for financial advisory services purely on client asset size...psssht! #fintwit rethinking65.com/2021/08/23/why…


Need to find a tax return preparer? Don't hire just any old joker; make sure you find a "credentialed" preparer #TaxReturn #TaxReturns youtu.be/2ktV85psEew

TenonFinancial's tweet card. How to Find a Tax Return Preparer

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How to Find a Tax Return Preparer


Who wants a FREE downloadable tax return preparation checklist? And you don't even need to cough up your name, email or phone number to get it! #TaxReturns youtu.be/asFKQHelbJU


Let it be known that today, this 5th of September in the year 2020, I hereby stake my claim as the originator of the acronym T.E.R.P...Tax Efficient Retirement Planning #TERP #TaxEfficientRetirementPlanning #RetirementPlanning #FinancialPlanning #TaxPlanning

TenonFinancial's tweet image. Let it be known that today, this 5th of September in the year 2020, I hereby stake my claim as the originator of the acronym T.E.R.P...Tax Efficient Retirement Planning

#TERP #TaxEfficientRetirementPlanning #RetirementPlanning #FinancialPlanning #TaxPlanning

The August 2020 edition of Retirement Planning Insights is now out, and it's awesome! #RetirementPlanning #FinancialPlanning static.twentyoverten.com/5d252702a03bfb…


Looking for a clean and easy-to-understand summary of Roth IRA withdrawal rules??? Look no further! #RothIRA #RothConversion #RetirementPlanning #RetirementIncomePlanning #FinancialPlanning

TenonFinancial's tweet image. Looking for a clean and easy-to-understand summary of Roth IRA withdrawal rules??? Look no further! #RothIRA #RothConversion #RetirementPlanning #RetirementIncomePlanning #FinancialPlanning

How is COVID-19 hurting the Social Security Trust fund? What health insurance options are there for early-retirees? Find the answers in the June edition of Retirement Planning Insights! #RetirementPlanning #FinancialPlanning #SocialSecurity #Medicare static.twentyoverten.com/5d252702a03bfb…


I'm proud to have contributed to @CaseIngrid's recent @MONEY article about the pros and cons of annuities. She always does a great job of making difficult financial topics easy to understand! #RetirementPlanning #RetirementIncomePlanning #FinancialPlanning money.com/what-are-annui…


If you've ever been interested, befuddled or angry at how complicated and confusing the financial advice industry is, you'll enjoy my latest YouTube videos #FinancialPlanner #FinancialAdvisor #FinancialAdviser #CFP #Fiduciary youtu.be/Fv3CAkT4Qa8

TenonFinancial's tweet card. How to Find a Financial Advisor - Part 1 of 3

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How to Find a Financial Advisor - Part 1 of 3


For your viewing pleasure, I present you with my latest YouTube video, "Will Social Security Run Out of Money?" This is one of three Social Security videos I recently put up. Expect much more to come! #SocialSecurity youtu.be/5lSm2PsKIfs

TenonFinancial's tweet card. Will Social Security Run Out of Money?

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YouTube

Will Social Security Run Out of Money?


The May edition of Retirement Planning Insights is now out! In it I give recommendations of four GREAT retirement planning podcasts you don't want to miss. #RetirementPlanning #RetirementIncomePlanning #FinancialPlanning #Roth401k #401k #Podcast static.twentyoverten.com/5d252702a03bfb…

TenonFinancial's tweet image. The May edition of Retirement Planning Insights is now out! In it I give recommendations of four GREAT retirement planning podcasts you don't want to miss. #RetirementPlanning #RetirementIncomePlanning #FinancialPlanning #Roth401k #401k #Podcast
static.twentyoverten.com/5d252702a03bfb…

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