• #107 – Retirement planner chat, with Mike Powers from Manuka Financial

  • Jul 11 2024
  • Duración: 1 h y 52 m
  • Podcast

#107 – Retirement planner chat, with Mike Powers from Manuka Financial Por arte de portada

#107 – Retirement planner chat, with Mike Powers from Manuka Financial

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  • Resumen

  • Andy chats with fellow retirement planner Mike Powers, CPA, PFS, CFP®, from Manuka Financial. 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 help advise people who are spending more than planned, what consumers often overlook in retirement planning and much more!

    Links in this episode:

    • Mike's company's website - Manuka Financial
    • Michael Kitces website - here
    • Mr Money Mustache blog - here
    • ChooseFI financial independent community - here
    • Early Retirement Now website - here
    • Allan Roth from Wealth Logic - here
    • David Hulstrom from Financial Architects - here


    • 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
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