-
#129 – Retirement planner chat, with Andrew Gray from Gray Wealth Strategies
- 2024/12/12
- 再生時間： 1 時間 35 分
- ポッドキャスト
-
サマリー
あらすじ・解説
Andy chats with fellow retirement planner Andrew Gray, CFP® from Gray WEalth Strategies. 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:
- Jamie's advisory company website - Gray Wealth Strategies
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