Content provided by Andy Panko. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andy Panko or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
#154 - What retirement-focused financial and tax planning firms do for their fee, using my firm as an example
MP3•Episode home
Manage episode 486935501 series 3305727
Content provided by Andy Panko. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andy Panko or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Andy discusses what financial firms do for their fee, using his own firm, Tenon Financial, as an example
Links in this episode:
- Tenon Financial's website - https://tenonfinancial.com/
- Tenon Financial's June 2025 newsletter - here
- Andy's article explaining how it's impossible to quantify the value of advisory services in - How Much Are Your Services Worth?
- 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 [email protected]
159 episodes
MP3•Episode home
Manage episode 486935501 series 3305727
Content provided by Andy Panko. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andy Panko or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Andy discusses what financial firms do for their fee, using his own firm, Tenon Financial, as an example
Links in this episode:
- Tenon Financial's website - https://tenonfinancial.com/
- Tenon Financial's June 2025 newsletter - here
- Andy's article explaining how it's impossible to quantify the value of advisory services in - How Much Are Your Services Worth?
- 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 [email protected]
159 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.