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

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 ...

Om Podcasten

Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!