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

  • Dec 12 2024
  • Length: 1 hr and 35 mins
  • Podcast

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

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  • Summary

  • 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
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