#132 - Why the value in financial advisory services can't actually be measured
Andy explains how there is definitely value in good financial advisory services, but how it's impossible to quantify that value and is often disingenuous for advisors to claim they can, or for studies to try to put a number on itLinks in this episode:Vanguard's research paper - Putting a value on your value: Quantifying Vanguard Advisor's AlphaMy article - How Much are Your Services Worth?My article - Advisors Fees are BrokenTenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.comTo send Andy questions to be addressed on future Q&A episodes, email [email protected]
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57:30
#131 - Q&A edition...mutual funds vs ETFs, traditional vs rollover IRAs, how much umbrella insurance to get and MORE!
Listener Q&A where Andy talks about: What's the difference between index mutual funds and index ETFs, and why choose one over the other ( 6:32 )Is a three-fund index fund portfolio reasonable for someone in the decumulation phase of life ( 17:04 )What's the difference between a "rollover" and "traditional" IRA ( 20:54 )How much of your net worth should you cover with umbrella insurance ( 24:32 )What should someone do about a pre-tax employer plan they don't really need if they're only in their 60s and still a few years away from Required Minimum Distributions ( 33:17 )What to consider when deciding whether to roll an old employer 403(b) into a new employer's 403(b) or to an IRA ( 36:30 )What tax prep courses are there for individuals to learn about doing their own taxes ( 39:13 )Discussion of "bullet" maturity bond funds/ETFs ( 42:30 )To send Andy questions to be addressed on future Q&A episodes, email [email protected] company newsletter - Retirement Planning InsightsFacebook 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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56:44
#130 – Retirement planning chat with a "real" person, Peter Townsend
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Peter Townsend. They talk about a wide array of retirement planning topics such as becoming self-educated in the details of retirement planning AFTER already retiring, Social Security, funding potential long term care needs and more! Links in this episode:Tenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook 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 [email protected]
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1:55:52
#129 – Retirement planner chat, with Andrew Gray from Gray Wealth Strategies
Andy chats with fellow retirement planner Andrew Gray, CFP® from Gray Wealth Strategies. 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 people have enough to retire, what consumers often overlook in retirement planning and much more!Links in this episode:Andrew's advisory company website - Gray Wealth StrategiesTo send Andy questions to be addressed on future Q&A episodes, email [email protected] Financial monthly e-newsletter - Retirement Planning InsightsFacebook 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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1:34:52
#128 - How to decide whether to own or rent your home in retirement
Andy discusses the things to take into consideration when trying to decide whether to own or rent a home in retirementTenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.comTo send Andy questions to be addressed on future Q&A episodes, email [email protected]
About Retirement Planning Education, with Andy Panko
Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
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