#129 – Retirement planner chat, with Andrew Gray from Gray Wealth Strategies

Retirement Planning Education, with Andy Panko

Andy Panko

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

2.4 • 671 Ratings

🗓️ 12 December 2024

⏱️ 95 minutes

🔗️ Recording | iTunes | RSS

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Summary

Andy chats with fellow retirement planner Andrew Gray, CFP® from Gray Wealth Strategies. 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 know when people have enough to retire, what consumers often overlook in retirement planning and much more! Links in this episode: Andrew's advisory company website - Gray Wealth Strategies To send Andy questions to be addressed ...

Transcript

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0:00.0	It's time for another fellow retirement planner chat, this time with Andrew Gray from Gray
0:04.8	Wealth Strategies in this the 129th episode of the Retirement Planning Education Podcast.
0:14.1	Welcome to the Retirement Planning Education Podcast, where you can learn all about IRAs and
0:19.2	Roth IRAs, employer retirement plans, taxes, social
0:22.8	security, Medicare, portfolio withdrawal strategies, annuities, estate planning, and much more.
0:28.8	And now here's your host, Andy Panko.
0:31.7	Oh, hey, everybody.
0:32.9	Thank you for showing up again.
0:34.1	Glad you're here.
0:35.1	Today we have another good retirement planner chat episode
0:37.8	where I'll be joined by my friend Andrew Gray from Gray Wealth Strategies in Bend, Oregon.
0:43.3	I only learned when I was in college that it's Oregon, not Oregon, because I was kind of the
0:48.3	first time I met someone from the West Coast who ever said the word Oregon. Up to then I thought
0:51.6	it was Oregon. Silly me, you know, ignorant,
0:54.7	East Coaster from New Jersey. But anyway, so yeah, he lives in Bend, Oregon. Great guy.
0:59.4	I first met him online virtually some point in the last few years, as I met most the advisor
1:05.5	friends of my network, kind of through LinkedIn. I'm quite active on social media outlets and
1:09.7	a few different advisor forums
1:11.1	and came across a lot of really great folks that way. But I had the pleasure of meeting Andrew in
1:15.2	person. I think it was last year, 23, at a conference, a conference to try to go to every year
1:20.5	where that's where I've met a lot of my advisor friends who I've thus far only known virtually
1:26.3	through LinkedIn or Facebook or whatever
	...

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