EPISODE · Mar 14, 2024 · 1H 25M
#090 – Retirement planner chat, with Devin Carroll from Carroll Advisory Group
from Retirement Planning Education, with Andy Panko · host Andy Panko
Andy chats with fellow retirement planner Devin Carroll, from Carroll Advisory Group. 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 someone has "enough" to retire, what consumers often overlook in retirement planning and much more!Links in this episode:Devin's company's website - Carroll Advisory GroupDevin's YouTube channel - Devin CarrollDevin's podcast - Big Picture RetirementDevin's Facebook group - Social Security Intelligence Member's GroupThe Social Security Program Operations Manual System - POMSTenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook 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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Andy chats with fellow retirement planner Devin Carroll, from Carroll Advisory Group. 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 someone has "enough" to retire, what consumers often overlook in retirement planning and much more! Links in this episode: Devin's company's website - Carroll Advisory GroupDevin's YouTube channel - Devin CarrollDevin's pod...
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#090 – Retirement planner chat, with Devin Carroll from Carroll Advisory Group
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