#085 – Retirement planner chat, with Brian Tegtmeyer from Truly Prosper Financial Planning

02/08/24 • 59 min

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Retirement Planning Education, with Andy Panko

Andy chats with fellow retirement planner Brian Tegtmeyer, CFP®, from Truly Prosper Financial Planning. 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 someone has "enough" to retire, what consumers often overlook in retirement planning and much more!
Links in this episode:

Brian's company's website - Truly Prosper Financial Planning
The Michael Kitces website/blog - here
Ed Slott website/blog - here
Natalie Choate's book - Life and Death Planning for Retirement Benefits
Money Quotient life planning tools - here
George Kinder financial life planning resources - here
Mitch Anthony financial life planning resources - here
Reid Stone's non-financial and life planning solutions - here
Fritz Gilbert's blog - The Retirement Manifesto
Roger Whitney's podcast - The Retirement Answer Man
Mitch Anthony's book - The New Retirementality
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

Brian's company's website - Truly Prosper Financial Planning
The Michael Kitces website/blog - here
Ed Slott website/blog - here
Natalie Choate's book - Life and Death Planning for Retirement Benefits
Money Quotient life planning tools - here
George Kinder financial life planning resources - here
Mitch Anthony financial life planning resources - here
Reid Stone's non-financial and life planning solutions - here
Fritz Gilbert's blog - The Retirement Manifesto
Roger Whitney's podcast - The Retirement Answer Man
Mitch Anthony's book - The New Retirementality
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

Previous Episode

#084 – Understanding Target Date Retirement Funds

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Explanation of target date retirement funds and how they work, what their fees are, when they can make sense, pros and cons, etc.
Links in this episode:

Episode #060 of the Retirement Planning Education podcast about mutual funds
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

Next Episode

#086 – Retirement planning chat with a "real" person, Bill Stevenson

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Bill Stevenson, a married military retiree currently living in Hawaii. They talk about a wide array of retirement planning topics such as when Bill started getting serious about retirement planning, what he wishes he would have known earlier, how he planned for the non-financial aspects of retirement, and a variety of financial topics such as Social Security, investing, portfolio distributions, how the GI Bill helped pay for Bill's daughters' colleges and more!
Links in this episode: