• #103 – Retirement planner chat, with Angie Furubotten-LaRosee from Avea Financial Planning

  • Jun 13 2024
  • Duración: 1 h y 34 m
  • Podcast
  • 5.0 out of 5 stars (2 calificaciones)

#103 – Retirement planner chat, with Angie Furubotten-LaRosee from Avea Financial Planning Por arte de portada

#103 – Retirement planner chat, with Angie Furubotten-LaRosee from Avea Financial Planning

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  • Resumen

  • Andy chats with fellow retirement planner Angie Furubotten-LaRosee CFP®, from Avea 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, how to help advise people who are spending more than planned, what consumers often overlook in retirement planning and much more!

    Links in this episode:

    • Angie's company's website - Avea Wealth Management
    • Angie's "Questions to ask...when choosing a financial planner"
    • Michael Kitces content - here
    • International Living Magazine - here
    • Women of Influence Toastmasters Club - here


    • 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
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