-
#120 – Retirement planner chat, with Erik Barnes from Retirement Portfolio Partners
- 2024/10/10
- 再生時間: 1 時間 52 分
- ポッドキャスト
-
サマリー
あらすじ・解説
Andy chats with fellow retirement planner Erik Barnes, CFP® from Retirement Portfolio Partners. 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:
- Erik's company website - Retirement Portfolio Partners
- The Rock Retirement Club - here
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