#103 – Retirement planner chat, with Angie Furubotten-LaRosee from Avea Financial Planning

Retirement Planning Education, with Andy Panko

Nội dung được cung cấp bởi Andy Panko. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Andy Panko hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

24d ago 1:33:48

MP3•Trang chủ episode

Andy chats with fellow retirement planner Angie Furubotten-LaRosee CFP®, from Avea Financial Planning. 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 help advise people who are spending more than planned, what consumers often overlook in retirement planning and much more!
Links in this episode:

Angie's company's website - Avea Wealth Management
Angie's "Questions to ask...when choosing a financial planner"
Michael Kitces content - here
International Living Magazine - here
Women of Influence Toastmasters Club - here

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

108 tập

#Podcasting Education #Andy Panko #Retirement Planning #Financial Planning #Tax #Tax Planning #Investing #Social Security #IRA #Roth IRAs #401k #Pension #Annuity #Roth Conversions