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

Retirement Planning Education, with Andy Panko
08/02/2024 59 min
#085 – Retirement planner chat, with Brian Tegtmeyer from Truly Prosper Financial Planning

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Episode Synopsis

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 PlanningThe Michael Kitces website/blog - hereEd Slott website/blog - hereNatalie Choate's book - Life and Death Planning for Retirement BenefitsMoney Quotient life planning tools - hereGeorge Kinder financial life planning resources - hereMitch Anthony financial life planning resources - hereReid Stone's non-financial and life planning solutions - hereFritz Gilbert's blog - The Retirement ManifestoRoger Whitney's podcast - The Retirement Answer ManMitch Anthony's book - The New RetirementalityTenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

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