Fee-only retirement planner & investment manager | Podcast host | YouTube channel creator | Facebook group moderator | Newsletter writer
Joined October 2017
- Tweets 137
- Following 182
- Followers 576
- Likes 85
18 Photos and videos
15 Jul 2022
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
22 Feb 2022
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
11 Oct 2021
Investors think dividend income is getting hard to come by.
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16 Sep 2021
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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14 Sep 2021
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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23 Aug 2021
Charging for financial advisory services purely on client asset size...psssht! #fintwit rethinking65.com/2021/08/23/…
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28 Jan 2021
Need to find a tax return preparer? Don't hire just any old joker; make sure you find a "credentialed" preparer
#TaxReturn #TaxReturns youtu.be/2ktV85psEew
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23 Jan 2021
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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15 Oct 2020
Need to decide between taking a pension or a lump sum??? Don't worry, this discussion has got you covered! #FinancialPlanning #Pension #LumpSum #RetirementPlanning #TERP youtu.be/YXIRrAHomDs
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22 Sep 2020
If you give to charity, do so in a way that's the most tax-advantaged for you...everyone wins! #FinancialPlanning #TaxPlanning #TERP #RetirementPlanning #CharitableGiving
youtu.be/HPht9K1d7BU
5 Sep 2020
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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4 Aug 2020
Interested in learning how federal income tax is calculated? Sure you are! youtu.be/Npq3y1QDdVk
#IncomeTax #Taxes
3 Aug 2020
The August 2020 edition of Retirement Planning Insights is now out, and it's awesome! #RetirementPlanning #FinancialPlanning static.twentyoverten.com/5d2…
9 Jul 2020
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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1 Jun 2020
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…
15 May 2020
I'm proud to have contributed to @CaseIngrid's recent @MONEY article about the pros and cons of annuities. She always does a great job of making difficult financial topics easy to understand! #RetirementPlanning #RetirementIncomePlanning #FinancialPlanning money.com/what-are-annuities…
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14 May 2020
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
8 May 2020
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
1 May 2020
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…