#154 - What retirement-focused financial and tax planning firms do for their fee, using my firm as an example
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#154 - What retirement-focused financial and tax planning firms do for their fee, using my firm as an example
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Andy discusses what financial firms do for their fee, using his own firm, Tenon Financial, as an example
Links in this episode:
- Tenon Financial's website - https://tenonfinancial.com/
- Tenon Financial's June 2025 newsletter - here
- Andy's article explaining how it's impossible to quantify the value of advisory services in - How Much Are Your Services Worth?
- 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
To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com
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