EPISODE · Mar 12, 2026 · 1H 59M
#195 - Retirement planner chat with Bradley Hilton from Sonas Financial Planning
from Retirement Planning Education, with Andy Panko · host Andy Panko
Andy chats with fellow retirement planner Bradley Hilton, CFP®, TPCP®, MBA from Sonas Financial Planning. 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, what consumers often overlook in retirement planning and much more!Links in this episode:Bradley's advisory company website - https://www.sonasfp.com/ or https://www.sonasfinancialplanning.comTax Foundation summary of state-level estate and inheritance taxes (as of 2025) - here To send Andy questions to be addressed on future Q&A episodes, email [email protected] 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 Bradley Hilton, CFP®, TPCP®, MBA from Sonas Financial Planning. 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, what consumers often overlook in retirement planning and much more! Links in this episode: Bradley's advisory company website - https://www.sonasfp.com/ or https://www.sonasfinancialplanning.com Tax Foundation summary o...
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#195 - Retirement planner chat with Bradley Hilton from Sonas Financial Planning
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