Retirement Planning Education, with Andy Panko

#154 - What retirement-focused financial and tax planning firms do for their fee, using my firm as an example


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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]

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