Special guest Lauren Hunt, CFP® from Daybreak Wealth Management joins Andy to discuss a variety of retirement planning topics including tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when someone has “enough” to retire, what consumers often overlook in retirement planning and much more!
To learn more about Lauren and her company, Daybreak Wealth Management – https://daybreak-wealth.com
To listen to the Retirement Planning Education podcast, join the Retirement Planning Education Facebook group or download lots of free Retirement Planning Education material – https://www.RetirementPlanningEducation.com
To subscribe to the Retirement Planning Insights newsletter – https://tenonfinancial.com/newsletter
#RetirementPlanning #TaxPlanning #Retirement
DISCLAIMER: This video is only helpful hints and education. It is not specific tax, legal or investment advice. Before considering acting on anything you see in this video, first consult with your tax, legal or investment advisor. While the information expressed in this video is believed to be accurate, neither Andy Panko, CFP®, RICP®, EA nor Andy Panko EMC LLC make any representations to its accuracy.
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