
Andy and Adam Grossman from Mayport Wealth Management share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: How to analyze an existing annuity and whether to keep it, exchange it to another annuity or surrender it ( 11:44 )The different things to factor in when considering retiring to a different state ( 23:18 )What to do with your investments regarding concerns about the U.S.'s national debt, potential inflation...
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.

#215 - Summary of the 2026 annual Social Security trustees report

#214 - Q&A edition...Roth conversions, directionality vs precision, separately managed accounts, tax return extensions and MORE!

#213 – "Real" person retirement planning chat with Tom

#212 - "Hot topics" edition...Andy and Tanya Nichols talk about having mortgages in retirement, when to start spending down HSAs, what might happen to Social Security and MORE!
Free AI-powered recaps of Retirement Planning Education, with Andy Panko and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.