#129 – Retirement planner chat, with Andrew Gray from Gray Wealth Strategies

Update: 2024-12-12

Description

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:

Andrew'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

Comments

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00:00

#129 – Retirement planner chat, with Andrew Gray from Gray Wealth Strategies

#box-pro-ellipsis-173500872687918{-webkit-line-clamp:2;}#129 – Retirement planner chat, with Andrew Gray from Gray Wealth Strategies

#129 – Retirement planner chat, with Andrew Gray from Gray Wealth Strategies

Andy Panko

#129 – Retirement planner chat, with Andrew Gray from Gray Wealth Strategies