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#090 – Retirement planner chat, with Devin Carroll from Carroll Advisory Group
Manage episode 406353460 series 3305727
Andy chats with fellow retirement planner Devin Carroll, from Carroll Advisory Group. 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 someone has "enough" to retire, what consumers often overlook in retirement planning and much more!
Links in this episode:
- Devin's company's website - Carroll Advisory Group
- Devin's YouTube channel - Devin Carroll
- Devin's podcast - Big Picture Retirement
- Devin's Facebook group - Social Security Intelligence Member's Group
- The Social Security Program Operations Manual System - POMS
- 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
133 epizódok
Manage episode 406353460 series 3305727
Andy chats with fellow retirement planner Devin Carroll, from Carroll Advisory Group. 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 someone has "enough" to retire, what consumers often overlook in retirement planning and much more!
Links in this episode:
- Devin's company's website - Carroll Advisory Group
- Devin's YouTube channel - Devin Carroll
- Devin's podcast - Big Picture Retirement
- Devin's Facebook group - Social Security Intelligence Member's Group
- The Social Security Program Operations Manual System - POMS
- 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
133 epizódok
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