14 Podcast Episodes
PPR 214_Best Possible Retirement with Andy Panko
PPR 214_Best Possible Retirement with Andy Panko
As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation... Read more
22 Jun 2023
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49mins
What Works Wednesday - Creating A Specialized Practice With Andy Panko
What Works Wednesday - Creating A Specialized Practice With Andy Panko
Sometimes knowing what you don’t want, and having the experience to understand that, can help you create a clear vision ... Read more
19 Oct 2022
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25mins
165 How I Built This Practice From Facebook with Andy Panko
165 How I Built This Practice From Facebook with Andy Panko
We usually have a good idea of where our interviews will head. However, sometimes we discover a more interesting story t... Read more
30 Sep 2022
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53mins
Ep 297: From $0 To $70M In 2 Years By Leveraging Facebook Groups To Share Authentic Expertise With Andy Panko
Ep 297: From $0 To $70M In 2 Years By Leveraging Facebook Groups To Share Authentic Expertise With Andy Panko
Andy Panko is the owner of Tenon Financial, a virtual independent RIA that oversees $70 million in assets under manageme... Read more
6 Sep 2022
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1hr 41mins
Andy Panko: Financial Planning Demystified and Unemotional
Andy Panko: Financial Planning Demystified and Unemotional
In this episode, The Annuity Man and Andy Panko discuss: How advisors should construct their fees The complexity of d... Read more
22 Mar 2022
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54mins
Ep 40: Why Advisors Should Take On Taxes With Andy Panko
Ep 40: Why Advisors Should Take On Taxes With Andy Panko
Steven’s guest today is Andy Panko, a CFP with Tenon Financial. Andy hasn’t just dipped a toe in the tax-planning waters... Read more
9 Aug 2021
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28mins
(Guest: Andy Panko) Challenging the AUM Model (111)
(Guest: Andy Panko) Challenging the AUM Model (111)
We are joined by Andy Panko, CFP and owner of Tenon Financial where we talk about the AUM model and Andy's current marke... Read more
19 Mar 2021
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57mins
022 - Mutual Funds for Beginners ft. Andy Panko
022 - Mutual Funds for Beginners ft. Andy Panko
What is a mutual fund? What are the different types of mutual funds? What is the minimum amount of money you need to get... Read more
25 Feb 2021
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19mins
From DIII Basketball to Making Big Time 💵 Professionally | The Andy Panko Story [REPLAY]
From DIII Basketball to Making Big Time 💵 Professionally | The Andy Panko Story [REPLAY]
Every year thousands of high school players set out on the summer recruiting circuit in hopes of fulfilling their dreams... Read more
22 Sep 2020
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15mins
Taxes in Retirement with Andy Panko, Ep # 150
Taxes in Retirement with Andy Panko, Ep # 150
Tax expert, Andy Panko, joins me today to discuss taxes in retirement. Andy and I know each other from his Taxes in Reti... Read more
27 Jul 2020
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31mins