Retirement Planning Education, with Andy Panko

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


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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
...more
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Retirement Planning Education, with Andy PankoBy Andy Panko

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