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

Retirement Planning Education, with Andy Panko

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6M ago 1:33:48

MP3•Episode hjem

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

130 episoder

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