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Retirement Planning Education, with Andy Panko

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

Retirement Planning Education, with Andy Panko

Andy Panko

Social Security, Taxes, Ira, Investing, Education, 401k, Retirement Planning, Roth Conversion, Tax Planning, Annuities, Roth Ira, Financial Planning, Pension

4.91.1K Ratings

🗓️ 13 June 2024

⏱️ 94 minutes

🧾️ Download transcript

Summary

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 ManagementAngie's "Questions t...

Transcript

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0:00.0

It's time for another fellow retirement planner chat.

0:03.2

This week, I'm talking with Angie Fibottin Larosi from Aveya Financial Planning

0:07.4

in this, the 103rd episode of the Retirement Planning Education Podcast.

0:15.1

Welcome to the Retirement Planning Education Podcast, where you can learn all about IRAs and Roth IRAs, employer retirement plans,

0:22.8

taxes, social security, Medicare, portfolio withdrawal strategies, annuities, estate planning,

0:28.8

and much more. And now here's your host, Andy Panko.

0:32.7

Hello, everybody. Thank you as always for listening. glad you're here welcome back today is the

0:40.1

one hundred and third episode technically i shouldn't say 100 and third i believe that's incorrect

0:45.3

i think it's just 100 third i'm going back to grammar school days remember saying and is basically

0:50.9

like uh the end of the number and where like the cents would start in the case of

0:56.3

dollars. So like if something was $100 and then five cents, you wouldn't say, no, I'm sorry,

1:02.1

if something was $105.10, you wouldn't say $105 and $10, you'd say $105.10. But that's

1:09.8

that. I digress. That's my elementary school numbers

1:12.5

lesson for the day, I suppose. No, it's anyway. So today is another

1:16.6

fellow retirement planner chat episode. I'm joined by Angie Furbotten Littarasi, who's based

1:25.4

out of Washington State. Her firm name is Avea Financial Planning,

1:29.5

and she and I first crossed crossed paths in a, we're both part of the XY Planning Network

1:36.7

group, which is a group of independent advisors, all of which are quote unquote fee only,

1:41.4

meaning we don't sell any products for commissions. So none of us have insurance licenses or security sales licenses.

1:47.5

We only have financial, technically investment advisory registrations where we can

1:52.5

manage investments and or give broader financial planning guidance.

1:57.6

So Angie and I know each other from that network, but we never met in person, actually.

...

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