EPISODE · May 9, 2024 · 1H 13M
#098 – Retirement planner chat, with Lauren Hunt from Daybreak Wealth Management
from Retirement Planning Education, with Andy Panko · host Andy Panko
Andy chats with fellow retirement planner Lauren Hunt, CFP®, from Daybreak Wealth Management. 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:Lauren's company's website - Daybreak Wealth ManagementMichael Kitces content - here David Kelly content - hereIan Bremmer content - hereTenon 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
What this episode covers
Andy chats with fellow retirement planner Lauren Hunt, CFP®, from Daybreak Wealth Management. 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: Lauren's company's website - Daybreak Wealth ManagementMichael Kitces content - here Da...
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#098 – Retirement planner chat, with Lauren Hunt from Daybreak Wealth Management
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