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Retirement planner chat Bradley Hilton from Sonas Financial Planning

Автор: Retirement Planning Education

Загружено: 2026-03-11

Просмотров: 552

Описание: Andy chats with fellow retirement planner Bradley Hilton, CFP®, TPCP®, MBA, from Sonas 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, what consumers often overlook in retirement planning and much more!

Links in this episode:

Bradley's advisory company website - https://www.sonasfp.com/ or https://www.sonasfinancialplanning.com


To listen to the Retirement Planning Education podcast, join the Retirement Planning Education Facebook group or download lots of free Retirement Planning Education material - https://www.RetirementPlanningEducati...


To subscribe to the Retirement Planning Insights newsletter - https://tenonfinancial.com/newsletter


#RetirementPlanning #TaxPlanning #FinancialPlanning


DISCLAIMER: This video is only helpful hints and education. It is not specific tax, legal or investment advice. Before considering acting on anything you see in this video, first consult with your tax, legal or investment advisor. While the information expressed in this video is believed to be accurate, neither Andy Panko, CFP®, RICP®, EA nor Andy Panko EMC LLC make any representations to its accuracy.

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Retirement planner chat Bradley Hilton from Sonas Financial Planning

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