Nerd's Eye View

SEPTEMBER 6, 2022

Andy is the owner of Tenon Financial, a virtual independent RIA that oversees $70 million in assets under management for 43 retired client households. Welcome back to the 297th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Andy Panko. Read More.

Tax Planning 246

Tax Planning Financial Advisor Retirement Clients 246

Sara Grillo

NOVEMBER 11, 2024

Andy Panko started a taxes in retirement Facebook group. I’ve been doing dinners, lunches and seminars for clients and encouraging them to bring people they know along and they can learn for free. Just say, “ I was researching this company and I know that taxes have just onge up in the local area. Or you can specialize.

Clients 59

Clients Financial Advisor Marketing Marketing 59

eMoney Advisor

FEBRUARY 9, 2023

You can build trust and credibility by educating them with content applicable to them and their situation such as podcasts, videos, seminars, and blogs, but be sure to make yourself available when they have questions. Holistic planning will be a valuable way for you to address this broad range of needs.

Financial Planning 95

Financial Planning Clients Planning Education 95

International College of Financial Planning

JULY 10, 2023

These encompass a wide array of subjects such as professional conduct and regulation, general principles of financial planning, and specific areas like estate planning, tax planning, investment planning, retirement planning, risk management, and insurance planning.

CFP 52

CFP Certified Financial Planner Financial Planner Financial Planning 52

Harness Wealth

MARCH 25, 2025

This ensures you have sufficient funds for your quarterly estimated tax payments. Additionally, you can bolster your long-term financial security by maximizing contributions to retirement accounts like SEP IRAs or Solo 401(k)s, capitalizing on their tax-deferred growth potential.

Medical 52

Medical Taxes Tax Planning Education 52