Artwork

#160 - "Hot topics" edition...Andy and Lauren Hunt talk about the Social Security annual trustees report, the ever-increasing stock market, whether to take out loans or pay for things outright and MORE!

Retirement Planning Education, with Andy Panko

35 subscribers

published

Play Playing
iconShare
 
MP3•Episode home
Manage episode 493634837 series 3305727
Content provided by Andy Panko. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andy Panko or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Andy and Lauren Hunt from Daybreak Wealth share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about:

  • Their thoughts on the takeaways from 2025 annual Social Security Trustees report ( 7:17 )
  • Some of provisions in the pending One Big Beautiful Bill Act that are likely to impact most people's tax returns ( 16:12 )
  • Whether or not to get a loan or pay cash for a new car or house. Or, similarly, to pay down or pay off an existing loan ( 32:27 )
  • Whether buying a 30 year Treasury bond is a replacement for a traditional income annuity in retirement ( 38:19 )
  • When to consider getting a living/revocable trust ( 46:43 )
  • Why the stock market keeps chugging ever-upward, even with so much seemingly uncertain in the world and the economy ( 54:38 )
  • What longevity assumptions we use, and why, when doing financial planning and projections for client ( 1:07:45 )

Links in this episode:

  • Lauren's firm - Daybreak Wealth
  • Lauren's prior appearance on the Retirement Planning Education podcast - Episode #098
  • The 2025 Annual Social Security Trustees Report - here

To send Andy questions to be addressed on future Q&A episodes, email [email protected]

…   continue reading

163 episodes

#Podcasting Education #Andy Panko #Retirement Planning #Financial Planning #Tax #Tax Planning #Investing #Social Security #IRA #Roth IRAs #401k #Pension #Annuity #Roth Conversions