#146 – Retirement planner chat, with Mark Rosinski from Dunes Financial

Andy chats with fellow retirement planner Mark Rosinski, CFP®, CPA from Dunes 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 know when people have enough to retire, what consumers often overlook in retirement planning and much more!

Links in this episode:

• Mark's advisory company website - Dunes Financial

• https://www.kitces.com/
• Wade Pfau - Retirement Planning Guidebook: https://www.amazon.com/Retirement-Planning-Guidebook-Navigating-Important/dp/194564009X
• Retirement & IRA Show: https://podcasts.apple.com/us/podcast/the-retirement-and-ira-show/id656868743
• All-In Podcast: https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393
• The Drive Podcast: https://podcasts.apple.com/us/podcast/the-peter-attia-drive/id1400828889
• The Retirement Nerds: https://www.youtube.com/@Theretirementnerds
• Car Dealership Guy: https://x.com/GuyDealership
• Colin Stroud: https://www.linkedin.com/in/gosomewhere/
  • His points service website: https://www.gosomewhere.world/
• Ramit Sethi MoneyDials: https://www.iwillteachyoutoberich.com/money-dials/

To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com

• 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