Fee-only retirement planner & investment manager | Podcast host | YouTube channel creator | Facebook group moderator | Newsletter writer

Joined October 2017
18 Photos and videos
Financial advisory fees are broken (I'm looking at you, % of AUM...) #fintwit #investing #financialplanning #financialadvisor rethinking65.com/2022/07/14/…

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Andy Panko, CFP®, RICP®, EA retweeted
I’ve been in the investing business for over 20 years. Here are 10 important lessons I’ve picked up along the way. 🧵
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Andy Panko, CFP®, RICP®, EA retweeted
Investors think dividend income is getting hard to come by.
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Here's a summary of the recently proposed tax changes that are more likely to impact individuals and/or retirement planning: tenonfinancial.com/rfop
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If you're a financial advisor, you may not actually be a financial advisor... Here's what I mean: rethinking65.com/2021/09/14/… #FinancialAdvisor

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Charging for financial advisory services purely on client asset size...psssht! #fintwit rethinking65.com/2021/08/23/…

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Who wants a FREE downloadable tax return preparation checklist? And you don't even need to cough up your name, email or phone number to get it! #TaxReturns youtu.be/asFKQHelbJU

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Let it be known that today, this 5th of September in the year 2020, I hereby stake my claim as the originator of the acronym T.E.R.P...Tax Efficient Retirement Planning #TERP #TaxEfficientRetirementPlanning #RetirementPlanning #FinancialPlanning #TaxPlanning
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The August 2020 edition of Retirement Planning Insights is now out, and it's awesome! #RetirementPlanning #FinancialPlanning static.twentyoverten.com/5d2…

Looking for a clean and easy-to-understand summary of Roth IRA withdrawal rules??? Look no further! #RothIRA #RothConversion #RetirementPlanning #RetirementIncomePlanning #FinancialPlanning
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How is COVID-19 hurting the Social Security Trust fund? What health insurance options are there for early-retirees? Find the answers in the June edition of Retirement Planning Insights! #RetirementPlanning #FinancialPlanning #SocialSecurity #Medicare static.twentyoverten.com/5d2…

If you've ever been interested, befuddled or angry at how complicated and confusing the financial advice industry is, you'll enjoy my latest YouTube videos #FinancialPlanner #FinancialAdvisor #FinancialAdviser #CFP #Fiduciary youtu.be/Fv3CAkT4Qa8
For your viewing pleasure, I present you with my latest YouTube video, "Will Social Security Run Out of Money?" This is one of three Social Security videos I recently put up. Expect much more to come! #SocialSecurity youtu.be/5lSm2PsKIfs
The May edition of Retirement Planning Insights is now out! In it I give recommendations of four GREAT retirement planning podcasts you don't want to miss. #RetirementPlanning #RetirementIncomePlanning #FinancialPlanning #Roth401k #401k #Podcast static.twentyoverten.com/5d2…