Andy Panko

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

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

25mins

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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

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

1hr 41mins

Most Popular

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

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

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

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

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

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

31mins

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