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:
- Tax Foundation summary of state-level estate and inheritance taxes (as of 2025) - here
To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com
