Retirement planner chat, with Andrew Gray from Gray Wealth Strategies

  Рет қаралды 850

Retirement Planning Education

Retirement Planning Education

Күн бұрын

Special guest Andrew Gray, CFP® from Gray Wealth Strategies joins Andy to discuss a variety of retirement planning topics
To learn more about Andrew and his company, Gray Wealth Strategies - graywealthstra...
To listen to the Retirement Planning Education podcast, join the Retirement Planning Education Facebook group or download lots of free Retirement Planning Education material - www.Retirement...
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#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.

Пікірлер: 5
@markrand652
@markrand652 Ай бұрын
Another excellent conversation, I learn something every time.
@janethunt4037
@janethunt4037 Ай бұрын
Great to hear 2 great CFPs who are excellent and work on flat fee
@gizmobowen
@gizmobowen Ай бұрын
Until AI replaces advisors, I sure am happy that Andy is beating the drum for flat fee services. It's the option that got me to hire someone instead of trying to go alone.
@FunStuffBuddy
@FunStuffBuddy Ай бұрын
If you have beneficiary deed on the house and beneficiaries/TODs on all investment accounts, cars. Is there still danger of going to probate or does that cover it?
@scoobedoo5243
@scoobedoo5243 Ай бұрын
I love the dad jokes. Don't forget Frederick Vettese's books and articles and the new Christine Benz book with a bunch of contributors covering the gamut of planning and living in retirement.
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