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

06/13/24 • 93 min

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Retirement Planning Education, with Andy Panko

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

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

Previous Episode

#102 - Highlights of the 2024 Social Security Trustees Report

Andy gives a summary of the key takeaways from the recently released 2024 Social Security Trustees Report
Links in this episode:

The 2024 Social Security Trustees Report - here
The "Summary of Provisions That Would Change the Social Security Program" - 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

Next Episode

#104 – Retirement planning chat with a "real" person, Laura Maione

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Laura Maione, who lives in Illinois and retired during the pandemic. They talk about a wide array of retirement planning topics such as when Laura started getting serious about retirement planning, what she wishes he would have known earlier, how she planned for the non-financial aspects of retirement, and a variety of financial topics such as Social Security, investing, portfolio distributions, how she plans to address any potential long term care scenarios and more!
Links in this episode: