Retirement planner chat, with Lauren Hunt from Daybreak Wealth Management

Special guest Lauren Hunt, CFP® from Daybreak Wealth Management joins Andy to discuss a variety of retirement planning topics including 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!
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DISCLAIMER: This video is only helpful hints and education. It is not specific tax, legal or investment advice. Before considering acting on anything you see in this video, first consult with your tax, legal or investment advisor. While the information expressed in this video is believed to be accurate, neither Andy Panko, CFP®, RICP®, EA nor Andy Panko EMC LLC make any representations to its accuracy.

[@michaeldinardo6391]

Thanks Andy, I follow all of your content and appreciate how you help all of us.

[@davidfolts5893]

Great discussion! Thank you, Lauren and Andy!

[@TheForbiddenDance]

Best episode yet, thank you for the insights

[@joel530johnson2]

You talked about the retirement smile, but have you heard of the GO GO years, GO SLOW years and the NO GO years?

[@RetirementPlanningEducation]

Similar concept; spending is higher in the early years of retirement, then it tapers off. And then it either gets real low in the no go years from minimal discretionary spending, or it ramps up again from increased health care costs (resulting in the “smile”)